Financial Planning / Retirement Questions

Yes Terry, I am a retired 61 year old single male with a full postal pension and need to know...

I have been retired 5 years. I have a deferred nationwide retirement solutions account with 80 percent in fixed and...

Was listening to WGN this morning and the financial advisor was quite adamant about rolling over funds in my 401k...

My Native American tribe has just begun issuing per capita payments totaling $20,000 per year. I am recently married and...

Hi Terry, I cant seem to get an honest answer on this question because everyone I ask has their own...

I have a TIAACREF and IMRF pension account. How do I choose the funds to invest in? I am 58...

Can you recommend a Fee for Service Financial Planner in the northwest suburbs of Chicago? We want to ask questions...

My mother is 87 and her health has been declining recently. I had her withdraw more than the required distribution...

My husband and I are 72 and 73. We have our Northern home paid for, but have an $80,000 mortgage...

My wife and I must start taking the RMD from our IRA's in calendar 2016. What's the best discipline to...

What steps are needed to be taken by my daughter to put my living trust in effect after my death.....many...

Hi - I'm trying to choose a certified financial planner who specializes in pre-retirement planning. I have two plans in...

How can I cut taxes on my IRA withdrawals ? How can I transfer money from a spouse's federal thrift...

Hi Terry, I love hearing your financial advice on WGN. I am writing because my husband and I need something...

Hello Terry, I'm 36, and In my 10th year as a public school teacher. My school district and state combine...

My husband and I are delinquent in visiting an attorney for estate planning purposes. We are in our mid-30s, have...

My wife and I are both 72 years old and we have $80,000 in U.S. Savings bonds dating back to...

Terry, we're in a predicament here in how we should prepared for 2016 and need your advice. I am 63...

Hi Terry, I am almost 61 years old and have earned 32 work credits prior to 1990. I have worked...

Hi Terry, I am a single woman who has been a diligent saver my entire life. I have always tried...