Financial Planning / Retirement Questions

Hi Terry, Do my parents need to have a Will even though I’m their only child?

How do I go about picking out a Probate Lawyer for my mother’s estate? I don’t know of anyone who..

We have 114,000. In mature annuity and would like to take out about 50,000 to pay off our mortgage. That..

Hi Terry, My father recently passed away, survived by my mother, myself and my brother. Their savings and investments naturally..

Should we opt out of flexible spending in order to have a higher gross income 4 years prior to retirement?..

Terry – I’m hoping to retire in about 12 years. On our current mortgage, we would have roughly $50,000 remaining..

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..