Financial Planning / Retirement Questions

My 90 year old Mother has a Revocable Living Trust along with Last Will & Testament in place. She has..

I have $ in TIAA-CREF in the Traditional account, in the Defined Contribution Plan. Guaranteed Asset Class. How can I..

We are the youngest surviving members of a very small family. What do you recommend we do regarding the selection..

I moved from Illinois to Oregon last September. I have a pension from the Chicago Teachers Pension Fund. Oregon has..

Financial advisor wants me to invest into a annuity. 401 K approximately $390,000. Age 62. Small pension of approximately 1250..

I am the executor and agent in my mother’s will and trust but I don’t see her house mentioned with..

Hi Terry I live in Chicago Il , my husband and I are in our our mid 50’s beginning to..

Hi Terry, I’m 47, and am a stay at home mom. Kids are in early grade school, and my husband..

I was recently laid off by my company with a severance package, I have a couple of hundred thousand saved..

Hello, I’m 48, unmarried with a free and clear home. My only debt is credit card which is minimal. I..

I have a 401k and a trust. I want to leave to 2 of my kids. How do I set..

This summer my husband will start receiving distributions from an IRA and a 401k at this point we don’t need..

Terry, I have appx. 13 years left on my mortgage and am considering retirement next year. I have more house..

I’m over 70 yrs old, if I roll an IRA to a Roth, I understand the 5 year rule, and..

If I take ss benefits at 66 vs waiting until 70, I won’t be ” throwing out” around $ 136,000...

Hi Terry! I saw you on wGN this morning – I have a few problems- my husband doesn’t trust anyone..

I have a trust and will…I have used a high end firm in the city but am still confused as..

Hi Terry, My three questions are about my long time money manager who is a fiduciary. Our investments – including..

Hi Terry! Thanks for taking my email. I’m 35 yo. My debt consists of a mortgage of $229k at 4.65%..

Hi Terry : I listen to you on wgn radio chicago . I’m 65 and planning to retire at 66..