Financial Planning / Retirement Questions

Hi Terry, loved you for years! I left an employer that I worked for seven years and I left my..

Hi Terry I met with a financial advisor today She's from Wintrust. She recommends that i roll over my employer..

How much cash can I give adult children with no tax paid by them?

Is it true as you get older (I am 70) that your allocations should be adjusted to reflect 70% in..

Terry, I currently have 26,000 in loans that I am ahead on paying by 2,000$. I have a mortgage that..

I am in the same position at your father - not quite understanding how the loan, and principal limit ($..

I have a small pension from Sears and they have offered me a lump sum. I am 62 and planned..

Terry, I recently sold some real estate and need to know where to invest so I can supplement my social..

My father recently died and had a life insurance policy for my brothers and myself. We've received the checks from..

I just retired on the 18th. I have a good sum of money in my 457. They have some good..

Terry, With your help 10 years ago, I was able to move $140,000 from a traditional IRA to a Roth..

"Since there is no special taxation benefit for dividends on stocks these days, it really doesn’t matter how the money..

I have so many credit cards. Several that I don't use anymore. I would like to get rid of some..

Recently turned 70. Have $10,000 in old 401k from past employer. Also have $10,000 in retirement from another past employer,..

My husband's 401K is managed by a company his firm has engaged. We think they have done a pretty good..

Rolling over an ira from my old job into my new job's deferred comp, I was asked if I wanted..

I have a 401.k with my employer is it better to have this money in my IRA. I'm 57

Good Morning Terry, I am looking for the best way(s) to save for my son's future. He is 5 years..

My husband has a pension coming from a previous job that he quit 20 years ago to go to work..

I currently owe $160,00 on my condo. I am 64 this year. I earn 50-60k in a job that I..