Financial Planning / Retirement Questions

I am going to receive $56,000 in pension funds and am still working at 59. What is the best way..

Hi Terry, Enjoy you immensely on WGN. I am 56, my husband is 63. We are planning to retire in..

I have 2/3 of my money in an insurance annuity firm : a big name! I was all set to..

My wife and I are retired. We are lucky enough to have 3 IRA’s and 2 – 401K’s and have..

I’m 66 and my IRA is in the fidelity Magellian fund. With the market nose diving this week should o..

Hi Ms. Savage, Excellent advice, as usual on the effects of the coronavirus, the Bull market/economy, and all investors. As..

Hello Terry, I will be at full retirement age (66) this month. I do not plan on working longer than..

I recently inherited a SEP/IRA plan from my mother who passed away last year at the age of 75. I..

I am 71 and my wife 65 with 2 grown children. Our house is paid in full. We have a..

Hi Terry, I listen to you often on WGN radio. I have some retirement savings spread out being managed by..

Hi, My best friend died and since he was a widower and estranged from his children he left me as..

Hello Terry! I cashed in a insurance policy of 10k and was wondering what to do with it? It’s in..

Hi Terry — I have a substantial amount of money in my 401k which is my only source of income..

Hi! I just got a new credit card (was going to get regardless) and it happens to come with a..

Enjoy you so much. I left my job in September, plan on resuming employment in the spring. Since September the..

HI Terry, I need some money to live come November and December this year (retired early, I’m 58). I have..

Hi Terry, About twelve years ago you gave me excellent advice about selling bonds from an inheritance. Money has been..

Terry, I deposited the max $6500 into an IRA thru my Credit Union in June of 2019. I do need..

I want to make will I have 1.5 million I am65 how much it cost any name for lawyer

I’m turning 69 1/2 and have to take out of my deferred comp. I really don’t need the income should..