Financial Planning / Retirement Questions

My dad sold his house of 55 years in 2018 for $239,000.00 and bought another house for less money at..

My spouse and I have 650,000.00 all in mutual funds. can you advise us before the inevitable crash how we..

I’ve heard you mention a book about social security in your past columns. You say you keep it on your..

My husband retired from govt FERS we took his TSP money and invested it with a company recommended by Dave..

Can I still withdraw funds from my, tax-deferred, 401K so that they are taxed for 2018? I had heard somewhere..

Hi I have a workman comp annuity and I would like to get and one lump sum payment. I have..

Do you make appt. to go over one’e investments and make guidance?

My wife and I own a small healthcare business with 2 employees. It was averagely profitable but never our main..

Terry, is there a trust, revocable or irrevocable, that can protect the assets of one’s home from probate and long..

Would it be beneficial for me to wait for my full maturity of 50% of my husbands amount? I am..

Hi Terry, I so admire your knowledge of investing. I am 53 years old. I work part time and have..

What is a reasonable fee to pay to have someone manage your retirement funds? We have been quoted 1.5% up..

I am 70 in 2019, retired, no mortgage, no credit card debt, children are adults. I have a 401(k) with..

I have a mortgage balance of $138,000 at 3 3/8%. I’m thinking about paying off my mortgage but since I..

Hi Terry, I am 69 years old and retiring in 2019. My 401k/IRA (TTL $600,000) allocation is roughly 40% Equities..

Can you repeat the web site to find a Fiduciary Financial planer. I tryed wealthgrant.com and it is no longer..

I want to find a financial planner in my area that is also a Fiduciary. Ideally I want to meet/interview..

Is it a good idea to have your CPA and also have him as your Financial advisor???

Hi Terry I’m 61 and retiring in year I’m in fidelity fund 2020 I’m putting in 10% of check company..

What should I do with my fully vested 401. I am retired & have lost a lot of money in..