Financial Planning / Retirement Questions

I was in public education for fifteen years and paid into the Teacher Retirement System (TRS). I have been working..

Hi, I’m 67 and currently working full time but not sure when that will end. I could be replaced at..

Terry, My wife and I are retired and our investments are with TD Ameritrade. They are actively managing our accounts..

I turn 62 in may 2020. Would it it beniefit me to collect my ss benefits? Also will I be..

My social security is greatly reduced because I have a pension with the city of CHICAGO. Is it possible to..

I am 63, my wife is 64. I lost my job during the summer, with severance pay through the end..

Hi Terry, My daughter was a teacher at CPS and had a 403b through Valic. She left CPS after 10..

I asked the brokerage firm with my 401K about best interest pledge, he stated the the company (Wells Fargo) will..

Even Tho I am still working Full time, Social Security said that I am eligible for Benefits. I can’t get..

I live in California. 64 years old.married . Still owe $395,000 on home with 4.1% interest with a maturity date..

Hi Terry, My husband and I have 2 of our IRA’ s with Fidelity portfolio advisory services for years. I..

Terry We, my wife and I, have a Financial Planner and are happy with the conversion of our 401ks into..

My question has to do with estate documents. A little bit about us. My wife and I live in Chicago..

Terry, I am retired and draw a pension of $2600 a month plus $226 in Social Security. I just bought..

Hi Terry can you supply a list or website to look at to find a good fiduciary financial advisor. I..

Hi Terry, I’m 61 yrs old with a pension benefit from my job, which I left 29 years ago. I..

My wife’s former employer has notified her that she may start receiving her pension. She may take a lump sum..

I had contacted an Elder law for consult on making application for future assisted living. They are asking for $375...

My wife and I will be retiring soon. Our combined retirement nest egg is 1,100,000. We are looking for a..

Terry, I have read, or received some various opinions from Financial Advisors as to when to claim Social Security benefits...