Financial Planning / Retirement Questions

I have just turned 70 and an still employed and plan to work most of next year at least. 1...

I recently retired and missed the 60 day window to transfer my pension to an IRA or investment account without..

My husband is 79, I am 77, married 56 years. He took his Social Security benefits at age 67, I..

I have a 401k account – I’m retired – will be 73 soon- luv the current stock market but also..

Hi Terry, I want to deposit cash every month for investing. First, some needs to be saved/invested for property taxes...

I am aged 77 with a large traditional IRA. Would you advise making Roth conversions annually within my tax bracket..

Hi Terry, Please share your thoughts: We occasionally take funds from our Traditional IRA(pay taxes) and move them into our..

I have a regular 401k plan through my job. I currently only work 10 hours per week, but still contribute...

I’m 73 years old , retired , Is it a good time to move my money market savings to a..

My wife and I are 54 and 50 years old we both have retirement plans separate savings of about $170,000,we..

I. Work for a large sporting good co and have a LLC 401K plan. I will probably retire at first..

Terry I currently have my portfolio managed by Fisher Investments. I am thinking of changing companies. On your advice, I..

Thank you for all of your financial advice that you offer. I am 69 (70 in March 2025) working full..

My spouse & I are retiring in 2025. Our overall retirement funds are as follows: Roth $300,000 Pretax $1,100,000 Total..

My wife and I are both 69. All our income is from social security. Would it be a good idea..

Does my broker at Edward Jones need to have a CFP designation? How important is that designation? Thank you.

Next year i will be required to take my RMD. I have about $300000 in my Ira. I dont need..

Hi Terry, I listen to you on WGN radio. I hope your Florida home was spared serious damage from Milton...

Hi Terry my daughter is a new teacher in Michigan and they have two different retire plans to choose from..

Terry, I,m paying a fee of about $1,100 per month for what they call an Advisory Solutions type of portfolio..