Financial Planning / Retirement Questions

I’m filling out my durable poa. Should i list my wife as primary and then someone else my secondary(probably my..

I’m concerned about my 2 IRAs that I need to access in 5 years. My husband says I should roll..

Is it a better time to do a Roth conversion when the stock market is up or down ? Or..

HI, 63 YEAR OLD RETIRED FEDERAL WORKER. I HAVE MAJORITY OF MY 401K IN THE L 2030 FUND. LESS AGGRESSIVE..

72 year of age. I have 25k in the state retirement account with corebride. I retired 5 years ago from..

Hi, I am currently collecting Widows benefits from Social Security. And have recently lost my job. I’m 67 and considering..

HI Terry, I hear two schools of thought when it comes to converting. Leave everything as is and the other,..

Hi Terry! I’m 65, married, still working, have diverse buckets of retirement money, husband retired with monthly annuity (guaranteed for..

I’m retired and on Social Security, I have no debt. Our house is paid for, and my sug-other pays all..

I retired 1 year ago. My money for retirement is still in my 401k thru work . It is in..

Is there a way to minimize taxes on an inherited IRA?

I have a 401k is it OK to keep it where it’s at I have it at walmart

Our IRA accounts. Stay put or transfer some to money market?

Should we stay put in retirement funds or move some funds to money market funds?

Hi Terry, I am not usually a nervous investor, but the current administration is generating the desire to safeguard my..

Hi Terry. My husband and I are 69 and 68. Our current equity to fixed income ratio is around 52%..

Dear Terry, I am 78 years old and have both a traditional IRA and a Roth IRA established more than..

I am wondering when my husband retires where we can put my husbands 401K where it is completely safe? We..

Hi Terry, do you recommend using a financial advisor, if so how do I find one that is trustworthy and..

I am a retired RN and my brain simply does not understand finances, the vocabulary etcetc Would you please recommend..