Financial Planning / Retirement Questions
“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...
assess your retirement plan asset allocation
in your article "5 financial tasks to take care of in fall" you provided your web site and suggested clicking...
When to Transfer a 401k
I need a little advice. I lost my job in Mid-August and have a 401k that I need to rollover....
Roth accounts
1. Can I still contribute to my Roth account although I am recently retired and will have to take minimum...
Retiring, but need more income to help family members.
I have known you for quite a while via newspapers, radio and television so much so I feel I know...
Social Security vs Social Security Disability
My husband is 62 and is ill. He inquired about receiving Social Security Retirement Benefits and was awarded and received...
IRA — Too late to Start?
Hi Terry, I'm 59...and I have 2 in college, and I have nothing in a retirement fund. Money is tight,...
