Financial Planning / Retirement Questions

Should I put my home and IRA in a trust. What are the advantages. I’m 74, mortgage on home is..

We have about 133,000 total investments. 43,761 5 year annuity (3rd year) started @ 40,000 70,000 individual TOD nfs-ima 12,500..

Hi Terry, I am a 78 year-old single woman who is a retired State of Illinois’s teacher.My investment approach is..

in debt– clever tag line love your radio hour on gn and your savage truth so I am 68 and..

Hello Terry, l have a 401 from my previous employer State Farm . It’s with the S&P and it was..

We are 74 years old and have a few annuities. Is it wise at our age to convert them to..

I am 64 work for corporate America. I’m putting 6% of my paycheck into my 401K should I be putting..

My 30 year old child works a job that does not offer a retirement pension. What are their best options..

Could you recommend a health care power of attorney that is legit for Illinois; there seems to be many different..

Would you please recommend a Certified Financial Planner located in Lake County who charges per hour. I really enjoy reading..

I’m wondering if my 401K, which is about $1.3M can be rolled into a high yield savings account to collect..

I read your news letter not to long ago about what type of financial advisor you should use when in..

Hi Terry My concern is the current administration “destroying” Social Security. I am 66 and was considering taking my benefits..

I am currently withholding an extra $300 in federal taxes to cover for my wife’s waitressing job that withholds little..

I have an Vanguard account with approximately $65k. It is a self monitored account which I haven’t touched in years...

Hi Terry, I foolishly bought a stock about five years ago (CVSI in my SEP account). The stock went down..

Hi Terry, I plan to retire in May 2027 at age 67. I owe $115,000 on my primary mortgage which..

Hi Terry, We are looking ahead to retirement and I am wondering if a “flat rate” advisor is the way..

My wife and I are both 65 and both retired with 60% of our portfolio in stocks. Based on this..

Hello Terry. Listen to you all the time on wgn. Love your knowledge and expertise. I just retired can I..