Financial Planning / Retirement Questions
Annuitization done — now how do I gift the payments?
This may be a study in frustration. I didn't find the site before I made a decision to annuitize 4...
457 ICMARC RETIREMENT
Hello, My son is 23 yrs old and is a wild land firefighter and has just been offered benefits. How..
ETF’s that rebalance?
I recently transfered my some monies to an existing IRA that I've had for many years. I was wondering if..
Co-Op Communities
Hi Terry, I hope you're well and happy. I am a 71 year old widow and will sell my house..
post-retirement investment strategy
I understand the data on average superiority of index mutual funds to managed funds while building retirement funds. How do..
financial advisor
We are meeting with a Geiger Wealth manager. I want to know if they sell only annuities and who would..
Stock and Housing Market — another crash?
Terry - I'm retiring in 2017 and I'm frightened by what I hear about another stock market adjustment like what..
Required401k distribution
I am 81 and employed part time in a business owned by my sons. I am required to take my..
fixed annuity maturing
Fixed annuity maturing 8/4 my husband took care of this ...he has been diagnosed with dementia and I am not..
withdraw of 120.000 from fed thrift saving plan for down payment on house.
Terry, i'm a fed employee enrolled in the thrift saving plan. I will be 59 1/2 years old in November...
Financial Organizer
I signed up. when i got the response it gave a site to click on, but the site was not...
Money receved from Annuity after divorce.
What do I need to do with the money. I don't want to lose it to taxes. I am 61...
Going downhill fast!
My husband and I are 74 and 77....he has Alzheimer's. We have both worked all of our lives but due...
financial
I am an 80 yr. old woman that worked and saved all my life. I don't trust anyone with my...
pension investment being forced early
Greetings! One of our retirement pieces that we had no intention of touching until age 65, is a deferred vested...
Re: 401K investment
Sorry I did not give enough info before I am 71 years old -- 3 years retired Approximately $190K has...
Roth IRAs vs 40l(k)
Hi, Terry-- I recently learned that I should not be putting money into two Roth IRAs monthly as I've been...
Retired, Paying off debts
Hi Terry. I am a retired firefighter. My wife is employed and has her own retirement plan. I want to pay...
finding a retirement planner
I read your comments about choosing a financial planner but in addition, I am wondering if there is a way...
parents dilemna –buy ,sell or rent
hi-I am hopeful to have a reasoned answer to this perplexing issue-- My parents are 80 and have a home...