Financial Planning / Retirement Questions

I have quite a few 401k plans from previous employers, I feel like my assets are all over the place...

My wife and I are 32 and we are shopping around for a financial advisor to help us put together..

I have enjoyed your financial work for years and never thought some day I would be in this situation. 1)..

When doing a revocable living trust what is included or necessary within the trust? Seems when you talk to attorneys..

I have an older 403B plan from a previous employer. The balance is less than $50,000. I am retired and..

I've been retired from USPS now going I to my 3rd year. I have 243,816.00 in my TSP. I withdraw..

My daughter is looking at investments and retirement. She is 30 years old and has a municipal position with a..

I plan to retire in the next 3-4 years and do not have as much in my 401K plan as..

Hello, Terry! I am a fan and just bought your book, "The Savage Truth on Money". My husband and I..

I am 70 1/2 and required to begin withdrawing from my IRAs. I have a pension, have no debts, and..

What is the best thing to do with your employers 401k account when you retire and leave the company?

Hi Terry, What book do you recommend about social security that is easy to read and understand? Thank you so..

I will be retiring within a couple years. My wife is a retired Illinois grade school teacher. When I finally..

I am nearing retirement and was one of the first 5 callers to win a $3000 consultation for free on..

I am a 77 yr old single woman who only has money in a bank and 2 cd's. should i..

Terry, I am 66 and plan to work until I am 70. I am in the 28% tax bracket and..

I am a retired conservative and by choice passive investor. On your recommendation I have consolidated my 401K’s and removed..

I'm am 56 with 30 years of employment . Which at this point I can retire but want to make..

You had an article about finding a broker. Not just a stock broker but a certified financial planner - a..

Hi Terry, I'm in my 50's and I have some cash in my 401 but nearly not enough to retire..