Financial Planning / Retirement Questions

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..

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..