Financial Planning / Retirement Questions

Hello: My wife and I have different last names; we need to combine two separate trusts into one name, so..

I'm 62 and receive Social security of $1,243 monthly and I'm receiving a $100,000 cash gift this year. will I..

My wife and I are 62. Holding off on SS until 70. We have about $500k in savings, house paid..

Are there any benefits other than investment choices to keeping a large 401K balance at a former employer (at Empower..

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..