Financial Planning / Retirement Questions

Are there any investments protected from creditors like mortgagor? I heard on radio show that there are some annuities protected..

Hi Terry, I am 62 years young and my husband is almost 57. He has been with AT & T..

Our financial advisor is recommending that my husband and I move $250,000.00 from our mutual fund account and put it..

I understand I can take distribution at 55 without penalty because I am fired in the year I become 55...

I am 62 with 401K of between 350-400K. Should I move my stocks to more conservative stocks or pull out..

My husband and I are both turning 69 this year. We each have multiple IRAs, mostly Roth, along with one..

Hi Terry - I am looking for a "fee only Financial Adivsor" in my area. I live in San Marcos,..

Any guidance/rules as to which stocks should be sold to comply with RMD requirements? Sell "winners" "losers" take a percentage..

You responded to a question about 26F - that it was not wise to invest before a Fiduciary Rule goes..

What is your perspective about leaving $ to your children when there is a significant difference in their earning potential?..

Is it true that I can take out my 401k without penalty?

Hello< I am looking to retire in 4 years, but I would like to find a Financial Planner that knows..

planning on retirement this fall,have option pension (3900 per mo./reduced to3000 per mo. @age 65) or lump sum 750,000.00 which..

Hi Terry - My husband and I established a HELOC to fund our daughter's medical school education. She has been..

I've left my 40l(k) with my employer. Now I have to take withdrawals. They want me to roll it over...

Plans are to retire next year at 62. I currently have my 401 in a 2020 target date fund from..

Hello: My wife and I have different last names; we need to combine two separate trusts into one name, so..

I'm 62 and receive Social security of $1,243 monthly and I'm receiving a $100,000 cash gift this year. will I..

My wife and I are 62. Holding off on SS until 70. We have about $500k in savings, house paid..

Are there any benefits other than investment choices to keeping a large 401K balance at a former employer (at Empower..