Financial Planning / Retirement Questions

Retired – 65 yrs old – receiving social security. I have an annuity (Prudential) and a 401k (Schwab). Should I..

Hi Terry, My husband and I have been talking about wills. My husband name is on all the cars and..

I am approaching the RMD age. My question is: part of my income is from dividends, some from IRA or..

We currently have a will. Do you advise us to change it to a revocable living trust and if so,..

Terry, you are a wealth of knowledge, so here goes. I just listened to you on WGN Radio at the..

My question is my dad lives in Florida I live in Illinois I have two siblings one which my father..

I have a land trust on my home, I also have an annuity . I have no other investments. Would..

Hi Terry! We live in Illinois and would like to know if it’s possible to avoid probate if all accounts..

My wife and I have a revocable trust and pour-over wills which were done about 18 years ago. We have..

I’m a widow with one married child (45 yr old) Is there a way I can leave money stocks house..

I saw the tail-end of your segment on the WGN-TV 9AM news. Heard you say not to put an IRA..

When my wife applied for her benefits the person helping us asked if I wanted to apply for spousal benefits..

Terry. I appreciate your time. Listen on wgn to you. Im over 62 and dont have a lot of money..

Hi Terry, My wife and I just retired. We have a pension that should cover our expenses and about 200k..

My husband and I decided we should see a financial advisor for retirement planning. We chose someone NOT affiliated with..

I would like to roll my IRA savings to a Roth IRA. Could I take my IRA RMD and put..

im hearing so much now about this ladybird deed. 60 years old . 3 children , one i do not..

Retired – Want to payoff house – owe $20,000 – by using money in IRA I am 69yrs old.

I have a substantial amount in a 401 (over 800K). Im 63 years old and retired last month. I will..

Hi Terry, My husband is 60 and will retire within the next 7 years. We have a current portfolio $850,000.00..