Financial Planning / Retirement Questions

Hi Terry: I am considering having Vanguard manage and oversee my investments in their company. They charge .03% annually for..

Hi, you used to have a link to the Financial Engines site that would help me with a calculation about..

The wife and I take the standard deduction (which is $24M) The only income we have is SS, which is..

I am the owner of IL partnership with my children. My income comes from property rentals, no salaries are paid..

What’s up with a fixed asset annuity that offers 6% guaranteed and monthly payouts after the first year to be..

hellman and friedman buyout of financial engines. as a financial engines client is it advisable for me to dissolve my..

What is the best date or time of month and year to retire, for a FERS federal civilian employee, in..

My advisor doesn’t charge he says. Does Ed Jones only charge on buying and trading and investing my funds?

Many years ago I had a financial advisor at American Express – he was terrific but when they switched to..

Hi Terry, I recently sold my condo and netted about 75k. I paid off all my debt and some of..

My employer is closing out their pension fund and will be distributing all funds to the employees. I am 55..

I need help in choosing wisely which is the better Annuity payout plan. I am 70 1/2 yrs old my..

I am looking for a reputable financial planner. My wife and I are retired and although we have pension and..

In two years I will be 70 and my wife will be 66. I amy trying to figure out whether..

My sister age 72 passed away in February of 2018 she has an IRA at UBS, I do not believe..

Who is a good choice to help with balancing financial plans? An investment company or someone at a bank? This..

Good morning. How do I start a Roth IRA? What are the steps? Do I have to go through a..

I am 63 years old, I have been informed by a former employer that I can take a lump sum,..

What is a good investment strategy for my mom who is 68 years old with just social security benefits and..

Terry you helped us before with Irs trying to collect 13,000 on our home equity payment. We won thanks for..