Financial Planning / Retirement Questions

Terry, My mom recently passed way and left us kids about 60K each. I am 50 years old and would..

i am a 45yo that recently terminated 9 years employment from a small company that made contributions on my behalf..

This is an answer, not a question: The one social security alternative I haven’t seen you mention is: If one..

Will my monthly social security continue to increase if I defer but do not work past age 63 ?

Good Morning, I will apply for Medicare at 65 (all parts). However, I plan to take Social Security at my..

Hi Terry, I am 60 years old and currently I handle all my own Investments through Charles Schwab and Fidelity...

Terry, My wife and I are in our mid 50's and I plan on retiring from 597 fitters union in..

We have no mortgage payment. Should we pay off our car loan of $30,000 with our equity line so we..

Can you offer resources for how to create a Medicaid Trust that shelters assets and qualifies people to be eligible..

In our working days my husband and I put almost all of our savings into IRA accounts. Now that we're..

I have two accounts with IRA money and am at age where I needed to take RMD withdrawals so to..

I,m 74 with a self funded retired program ---- I am receiving Social Security ( $32,600) anyway to increase ?

I am sorry I just turned on my radio at the end -- were you offering a list of things..

i invested my pension and mutual fund when I worked for the Chicago public schools back in 97 I invested..

The company I work for has an investment plan, sort of. They don't put anything into it, they just have..

I need help finding an attorney who specializes in estate planning. I am single and have no family. Its very..

Please clarify to me and your viewers: From a ROTH IRA, one can withdraw up to the total of initial..

I live in a board and care right now but am applying to senior apts who just take 30% of..

I am retired and so far very blessed to own rental properties. However I am looking for Financial advise on..

How does one find a reputable Financial Planner and Investor to educate and set us up for retirement? Do you..