Financial Planning / Retirement Questions

FOR ALMOST 25YRS I HAVE BEEN LIVING ON A BUDGET IT IS TAKING A TOLL ON MY LIFESTYLE IF I..

Hi Terry- We have 2 kids in college and recently sold our house because it was too expensive to keep...

Can Living Trust forms be obtained on-line or must I go to an Attorney?I don't have much, but I want..

Who do you recommend in the Chicago area to help me with what to do with my 401K etc as..

I would like your thoughts on whether a man entering his late 60's, with no spouse or offspring, should consider..

If I convert money from an IRA to a Roth, do I lose the interest rate?

My husband was a union member for 34 years until he retired early with an "earned" disability. Though I had..

In 2 years I will need to begin to take my Required Minimum Distribution, where is the safest place to..

I am 71 years old and recently retired. I have money in a 401K that a financial adviser suggests putting..

Hi Terry, You had responded back in January of this year to a question I had about paying off my..

A while ago you were kind enough to enable us to have a list of necessary information for my will..

I am the executor of my friends estate and was beneficiary of all assets when she passed . Due to..

Im 60 yrs old and no longer work for the company i had a ira with though edward jones i..

Hi, Terry. I am in the process of transferring several IRA accounts, as each one reaches maturity, from a bank..

Hello Ms. Savage. My wife & I are big fans. Been following your advice for years. Your are so knowledgeable...

In 2006 my mom did not have health insurance & ended up with congestive heart failure & needed open heart..

My husband and I are retired and have approximately $1.4 million in IRA/retirement funds. Our home has value of $500,000..

I'm 75 and retired. I have about $650K in a Roth and $98K in an IRA. My wife (age 73)..

I worked at a very large company in a middle management type of position for many years. About a year..

Hi Terry, I'm sixty-three years old and have been retired for two years plus from the railroad (43yrs). I have..