Financial Planning / Retirement Questions

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..

My nephew is 66 and his wife will be 67 soon. They have 4 children and 3 grandchildren. He had..

My bank officer says people do not put their checking account into their trust, but you say it should be...

I am 66 and reached my full retirement age. I will retire 67. My wife will continue to work ,she..

I will be 64 in January and would like to start my social security at that time since I will..

Hi, my husband has a 401k that he established at a job he had 2 yrs ago. It is still..

I turned 65 this year i have a company pension of almost 81 k gross a year,and have not started..

Hi Terry, my husband and I are not investment savvy & have interviewed Edward Jones Investments. I am not sure..

Is a savings account with an online bank a safe place to put my mom’s money from the sale of..

Would it be wise to pay off my $50,000 mortgage with my IRA/CD funds? I would save $5,100 per year..

I know u answer this all the time but……… my husband is retiring & has a 401k thru his job...

Hi Terry, in our personal and non tax exempt money, we currently have 75% in stock funds, 20% in the..

I work for a major airline that went bankrupt in early 2000. My pension was then transferred to the PBGC...

My wife and me have been retired 5 years. We are both 71 years old. Our house is fully paid..