Financial Planning / Retirement Questions
investment for retirement
I am a 50 yr old that is self employed. What would you recommend how i can start saving for...
401 retirement acct for early retiree
I have been retired now for 3 yrs. I am 61 yrs.old and I have no bills. I still have...
House/hospitals bills –help!
My mother and I purchased a house together. Purchase price $217,000. We have been here 12 years. Mom has never...
closing IRA moving to foreign country
I am 53 years old and am closing my IRA so I can move to the Philippines. Can I take...
taxes on IRA withdrawals in early retirement
Can you explain why it's better to pay taxes from IRA withdrawals with post-taxed money (i.e. savings accts, CDs, non-IRA...
what to do with RMD funds
I am taking my RMD but at present I (my wife and I) are not in immediate need of the...
Pension:Lump sum or Annuity
I am 60 and leaving my company with a severance package. What are your thoughts on taking my pension payout...
Financial Planners
We are looking for a financial planner and in doing research on JPV Financial inc of Gurnee, Il we have...
need name of financial planner and lawyer
I am a recent widow in my 80's and would like to make certain I have everything in correct order,...
money gift to children
I'm interested & looking for some easy to understand way to gift tax exempt money to family . Will this...
Retirement Investment
Terry, my wife and I are trying to determine what to do with about 55K which has become available. The...
Deferred Income Annuities
I enjoyed your Monday, April 20th presentation at the Harold Washington Public Library. The subject of annuities are of interest...
“Free” Financial Power of Attorney Forms
Dear Ms. Savage: I went on the internet to download a free generic type "Financial Power of Attorney" form that...
retirement decision
I am 60 and my wife is 62. We have no mortgage on our house and have about $600,000 in...
Financial planner performance
Terry, regarding your article "5ways to tell . . .", the one question I was looking for pertains to a...
Long Term Disability Insurance
I am 59 years old, single, no mortgage, with two grown children living on their own, have been out of...
Revocable Living Trusts for married couple.
SHOULD MARRIED COUPLES HAVE TWO SEPARATE REVOCABLE LIVING TRUSTS? Terry Says: That depends on how they want to maintain their...
long-term care insurance
Which of the asset-based (or hybred) LTCi products do you prefer and why? Terry Says: I think it's time to...
IRA ACCOUNT lock-in for 8 years??
I'm 70 year old will investing my money in Ira with a lock in for 8 years be wise Terry...
Medicare supplemental insurance for disabled
Hi, Terry, I have a friend who is disabled. She is 53 yrs old, receiving Social Security disability...
