Financial Planning / Retirement Questions

"Since there is no special taxation benefit for dividends on stocks these days, it really doesn’t matter how the money..

I have so many credit cards. Several that I don't use anymore. I would like to get rid of some..

Recently turned 70. Have $10,000 in old 401k from past employer. Also have $10,000 in retirement from another past employer,..

My husband's 401K is managed by a company his firm has engaged. We think they have done a pretty good..

Rolling over an ira from my old job into my new job's deferred comp, I was asked if I wanted..

I have a 401.k with my employer is it better to have this money in my IRA. I'm 57

Good Morning Terry, I am looking for the best way(s) to save for my son's future. He is 5 years..

My husband has a pension coming from a previous job that he quit 20 years ago to go to work..

I currently owe $160,00 on my condo. I am 64 this year. I earn 50-60k in a job that I..

Terry, My mom recently passed way and left us kids about 60K each. I am 50 years old and would..

i am a 45yo that recently terminated 9 years employment from a small company that made contributions on my behalf..

This is an answer, not a question: The one social security alternative I haven’t seen you mention is: If one..

Will my monthly social security continue to increase if I defer but do not work past age 63 ?

Good Morning, I will apply for Medicare at 65 (all parts). However, I plan to take Social Security at my..

Hi Terry, I am 60 years old and currently I handle all my own Investments through Charles Schwab and Fidelity...

Terry, My wife and I are in our mid 50's and I plan on retiring from 597 fitters union in..

We have no mortgage payment. Should we pay off our car loan of $30,000 with our equity line so we..

Can you offer resources for how to create a Medicaid Trust that shelters assets and qualifies people to be eligible..

In our working days my husband and I put almost all of our savings into IRA accounts. Now that we're..

I have two accounts with IRA money and am at age where I needed to take RMD withdrawals so to..