Financial Planning / Retirement Questions
457 rollover
Terry, I am curious about what to do with money that I have in an employer (fire department) sponsored 457...
Investing retirement funds
I need to invest retirement funds safely. I have to live off the interest. Invested with one firm and lost...
Roth IRA for adult children
I have 3 children aged 29, 28 and 25. Now that all of their college education expenses are done, I...
Best way to contribute to Mother’s care: early social security or withdrawals from retirement account
My 98 year old mother's savings are depleted and her pension is not enough to cover her assisted living costs....
Long Term Care Insurance
I heard you talk about LTC insurance on WGN radio a couple of months ago. I don't see anything specific...
Extra principal payments on mortgage
Terry, we have less than five years of payments left on our mortgage and we will be retiring in about...
“5 Kinds of Insurance YoumNeed”
Do I still need disability insurance? I can afford it. I am a 61 yr. old dentist who hopes to...
financial advisor is in ohio
We moved to Chgo area in 2012--still have our Ohio advisor--wouldn't it better to have an advisor that you could...
Where to move 401k due to job loss
We have looked into 1. a CFP who has a small hand-picked client base, affiliated with Schwab, makes things understandable,...
Where to put savings acct money
Hi I'm 59 years old wife is 52 we have a saving of 75000 in a money market our home...
Retirement
After two failed marriages I'm forced to start from scratch 0 dollars left, earlier this year I started putting 186.00...
Financial planner
Terry my husband and I are retired and we are now considering hiring a financial planner. We have been handling...
payoff mortgage at age 69, using IRA money?
I have several IRA's should I payoff my mortgage? I am 69 years old I owe $60,167 with a payment...
Savings — How much is enough?
I saw you in the WGN news today and you suggested that young adults in there 20's should save $40...
Converting Traditional IRA to Roth IRA after early retirement
Terry, I'm 59, retired, with over $1.2 million in a traditional IRA. I'm interested in the pros/cons of converting some/part/all...
401k — new record keeper, losing money!
I am retiring this year. what to do with 401 my company changed record keepers and I'm no longer in...
Retirement Investing
Terry-- i am 68, married,no debt, Soc. Sec and military pension coming in. Kids educated and gone, have long term...
Roth IRA versus deferred comp
Hi Terry I will have all my debt except for my mortgage paid off in one year at that time...
Downsized, lost pension, now what?
My department at work downsized so I was let go,I had invested in 401k matching thru employer what should I...
retirement planning — and the cost of advice
Hi Terry I'm a 73 year old in good health and have 250,000 portfolio I am paying 1 percent to...
