Financial Planning / Retirement Questions
Protecting Assets from Long Term Care Costs
Would like to avoid nursing home in future and them becoming my sole beneficiary. Is Long Term Care Insurance a...
Pension lump sum buyout
Hello Terry, Former employee, ATT/Lucent/Alcatel-Lucent is offering a lump sum buyout of our pensions. I have many questions. It is...
Burial Insurance
Should I prepay for funeral costs or buy insurance specific for those costs. Terry Says: If you think you might...
Ron Paul and the Economic collaspe
Is Ron Paul's warning something I should be worried about? Most of my savings is in 403b and various savings...
annuities
I have 1/3 of my wealth in no load growth funds,1/3 in realestate rental properties,and in1/3 CD's. I do not...
social security
my mother was collecting her own ss until my dad died, then went to ss to get widows benifits. it...
Reverse Mortgage and Surviving Heirs
Reverse Mortgage and Surviving Heirs I am 54 and my mom is 92. We purchased a home and my sibblings...
Finding a Financial Planner
Do you have (or do you have a source for) a list of questions to ask when looking for a...
401k loan
I have a 401k that I have invested 6%in for over 40 years with fidelity. I have over 300k in...
Where to invest my money at age 70+
I'm in the process of selling some property and I was interested in the best place to place my money?...
Annuity withdrawal
.At 81 years of age, My annuity investment of $35,000 ADDS UP TO $77000. after any years. I would like...
post retirement investing
At the advice of a credit union financial advisor, I pulled my 403B money and turned it over to LPL....
saving for retirement
I have 100,000.00 in a insurance savings for retirement until I reach 70 and 1/2, should I move it out...
Tax sheltered option
Hi.. As I'm getting closer to retirement, I'm looking for tax sheltered options,. Which do you prefer more, an annuitiy...
Investments in retirement
I will be retiring soon and have investments. Do offer a service of personal advisers? If not can you recommend...
Social Security & Retirement
Terry: Can you recommend the best book I can purchase to understand the area around Social Security and Retirement. My...
Traditional IRA’s vs. Roth IRA’s
Hi Terry, I have traditional and Roth IRA's, and a few years away from retirement. Should I convert the traditional...
How to get started with a trust to protect my assets for my daughter?
Hi Terry, My daughter is almost finished with college, and we have started thinking about how to protect our money...
life insurance
Hi Terry, Read your 5/10/15 article in the Chicago Tribune "5 things to know about life insurance". Here's my question..I'm...
Estate Planning –
I'm 55+ and in the beginning stage of estate plan. What is the starting point. Do I need to contact...
