Financial Planning / Retirement Questions
Retirement Advice
Hi Terry.. I am a 59 year old male and am seeking some retirement advice. Due to the job market...
Fixed Annuities for Seniors
Looking for some of your thoughts on fixed annuities through my bank to rollover traditional IRA CD that has matured....
Thanks for the great ideas re my non-equity IRA!
Hi Terry, I appreciate your thoughtful and wide-ranging reply to my non-equity IRA question. Based on your advice to others,...
Adding to 401k?
HI, I have money in my savings account that I need to do something with - I had previously sent...
IRA CD
Hello Terry, My traditional IRA CD is maturing soon. My bank is trying to convince me that I should renew...
Where to invest non-equity portion of IRA
Terry, you have given sage advice on investments over the years which I have employed personally such as my "chicken...
Help saving for retirement and college
My wife in I are in our early fifty but haven't been as prudent as we should of been with...
Taxes on my Social Security
I am an elderly senior & know that any yr. income over $25,000. , my S. Sec. will be taxed....
Financial Advisors Compensated by an Hourly Fee
What do you think about financial advisors who are paid on an hourly basis for advice about an investor's portfolio?...
Catholic foresters Annuity Penalty
I have a non-qualifying annuity With Foresters, that I bought 2 years ago, I know I'll have to pay a...
An Illinois Teacher Worries About Pension
As a retired Illinois teacher I am worried about my pension. Even though I made my contributions over the years,...
IRA
Hi Ms. Savage, My question is I'm 61 and need to invest wisely without loosing money. I have a IRA...
Retirement investments
I have 170,000.00 in a pension fund from my job the hospitali work at was purchased and the money is...
Taxes on my IRA’S
Hi Terry, I have a question for you: I have two (reg.) IRA's and am 67 yrs. old, am retired...
Real estate as a retirement investment
We have an opportunity to buy a vacation, shoreline, home at a good price. The property has been professionally managed...
Retirement Income help
After losing over $20K in principal in the last 6 months with Vanguard GNMA, I cashed it in and now...
When to take Social Security?
I am approaching age of 61, works part-time now (going back to work full time has not been successful) and...
Complicated Social Security Benefit issue!
I am going to be 66 in October and planning to take my social security beneit. At this time I...
Should a financial planner be registered?
setting up my retirement account, met with a retirement planner, that a WLS radio show wm gieger recommened, however i...
LTC/Death Benefit Combo?
Our Financial Advisor is recommending to my wife and I that we purchase a LTC with a Death Benefit Protection...
