Financial Planning / Retirement Questions

What is a non revocable living trust and is it a good idea to have this

Hi Terry I have been using a company to manage my investments. First I used Ric Edelman. Then I went..

Which Option would you recommend. I am married, and my husband has a good pension, he doesn’t need my pension..

Terry, when it comes time for the RMD distributions; can you simply have the distributions automatically transferred to a checking..

My wife and I are retired what is the best way and most reasonable way to leave are money to..

I am age 72 and still full time employed. My husband is 76 and retired. I contribute to a 457..

I have a little over $100,000. in a TSP account with the Post Office. I put in about 15yrs before..

Hello Terry, You have been helpful to me in the past. My mother who had dementia is now deceased. Her..

Can a payment from an annuitized annuity be applied to satisfy your total yearly RMDs?

What do you think about the Schwab Intelligent Advisory? They keep a lot of cash in the portfolio. I am..

Hi Terry, We’ve just paid off our mortgage! Now what? Any suggestions for what we should do now, a year..

Hi Terry….listen to you all the time on Steve Bertrand’s show! I’am presently with Benjamin F. Edwards & co. ….started..

recently, I heard you on WHP 580 AM Radio with Tim Decker Host of Finanical Freedom Radio Show ( Harrisburg..

Terry, I am thinking about retiring next year at age 66. I work for a large company that offers a..

Hi Terry, when I retire, will my IRA and Social Security income be subjected to Federal and State taxes in..

Terry I will be eligible for social security earning. My wife though will not be eligible due to that she..

My husband and receive about $30,000. each year; right now we have $55,000. in cash and $25000 at Vanguard. Out..

Hello Terry, thanks so much for allowing questions!!! My 81 year old mother owns her own home. She has roughly..

I will be retiring next year at age 61 and my husband is self employed. Currently we are clients of..

Is it wise to have one financial planning company manage the lion share of our retirement investments? I retired in..