Financial Planning / Retirement Questions

What is the best thing to do with your employers 401k account when you retire and leave the company?

Hi Terry, What book do you recommend about social security that is easy to read and understand? Thank you so..

I will be retiring within a couple years. My wife is a retired Illinois grade school teacher. When I finally..

I am nearing retirement and was one of the first 5 callers to win a $3000 consultation for free on..

I am a 77 yr old single woman who only has money in a bank and 2 cd's. should i..

Terry, I am 66 and plan to work until I am 70. I am in the 28% tax bracket and..

I am a retired conservative and by choice passive investor. On your recommendation I have consolidated my 401K’s and removed..

I'm am 56 with 30 years of employment . Which at this point I can retire but want to make..

You had an article about finding a broker. Not just a stock broker but a certified financial planner - a..

Hi Terry, I'm in my 50's and I have some cash in my 401 but nearly not enough to retire..

Hi Terry, loved you for years! I left an employer that I worked for seven years and I left my..

Hi Terry I met with a financial advisor today She's from Wintrust. She recommends that i roll over my employer..

How much cash can I give adult children with no tax paid by them?

Is it true as you get older (I am 70) that your allocations should be adjusted to reflect 70% in..

Terry, I currently have 26,000 in loans that I am ahead on paying by 2,000$. I have a mortgage that..

I am in the same position at your father - not quite understanding how the loan, and principal limit ($..

I have a small pension from Sears and they have offered me a lump sum. I am 62 and planned..

Terry, I recently sold some real estate and need to know where to invest so I can supplement my social..

My father recently died and had a life insurance policy for my brothers and myself. We've received the checks from..

I just retired on the 18th. I have a good sum of money in my 457. They have some good..