Financial Planning / Retirement Questions
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...
457 RMD’s
Is it better to take a lump sum RMD or take a monthly check? I will be 70 years old...
Mandatory withdrawals: Save or spend?
2 years ago I started taking the withdrawals. Fortunately I do not need it. Can it be reinvested? Can it...
When to take social security
I am 63 years old and have lost my job. I like not working and want to make a go...
Required annuity withdrawal at 70.5
My husband will be 72 in August and is now being required to take a mandatory withdrawal from his annuity....
Two 401ks career woman turned housewife — what to do?
Hi Terry, I am a 35 year old woman mother of two boys. I had a 401k with my first...
ARE TARGET DATE FIDELITY FUNDS SAFE FOR TOTAL RETIREMENT PLANING
IS A MAJORITY OF RETIREMENT FUNDS INVESTED IN FIDELITY TARGET DATE FUNDS A SAFE WAY TO PROTECT MY PORTFOLIO. IS...
