Financial Planning / Retirement Questions

I would like to set up accounts for each of my two children to help them with their retirements (unthinkable..

Financial adviser cites 1.25% cost of my portfolio yearly minimum expense to manage my finances. At present, with my estimate,..

My husband and I have a revocable trust established in 1997. I have been advised by an attorney that given..

Hi Terry I am nearly 66 and considering taking my SS now. I would like some advice on the wisdom..

I received a letter from my 401K that I have to use some of the money because of my age...

Hi Terry, have been following your dedicated help to many regarding our financial concerns. I have a traditional IRA (..

I am employed by USPS and have money in TSP. My husband is retired and has his money in an..

Hi Terry, I was a freelancer for several years and started a 401k plan and at the beginning of this..

My wife has the opportunity to take a lump sum pension payment now of $64247 or a lifetime annuity of..

FOR ALMOST 25YRS I HAVE BEEN LIVING ON A BUDGET IT IS TAKING A TOLL ON MY LIFESTYLE IF I..

Hi Terry- We have 2 kids in college and recently sold our house because it was too expensive to keep...

Can Living Trust forms be obtained on-line or must I go to an Attorney?I don't have much, but I want..

Who do you recommend in the Chicago area to help me with what to do with my 401K etc as..

I would like your thoughts on whether a man entering his late 60's, with no spouse or offspring, should consider..

If I convert money from an IRA to a Roth, do I lose the interest rate?

My husband was a union member for 34 years until he retired early with an "earned" disability. Though I had..

In 2 years I will need to begin to take my Required Minimum Distribution, where is the safest place to..

I am 71 years old and recently retired. I have money in a 401K that a financial adviser suggests putting..

Hi Terry, You had responded back in January of this year to a question I had about paying off my..

A while ago you were kind enough to enable us to have a list of necessary information for my will..