Financial Planning / Retirement Questions
info from Jimbo’s show re taxation of social security benefits
Terry.... Caught you this morning on the Bohannon show, but need a little clarification. What was it you said about...
Sell stocks in this current high market
I am 82 yrs old and in low tax bracket...I like the dividends to pay some expenses. Should I sell...
Searching a qualified, trustworthy financial advisor for a woman retiree of early seventies
Are you also practicing as a personal financial advisor yourself? If not, could you recommend anyone of your caliber, in...
Retirement Planning Educitional Course – is it worth it?
Hi Terry, We keep receiving brochures for Retirement Planning Courses. They are always from Financial advisors and we were wondering...
Financial advisor need for senior
comments on Need a financial advisor for daughter ange said on January 3, 2014 at 9:16am, How wonderful that you...
Need a financial advisor for daughter
I am 85, just diagnosed with acute leukemia. I think my own affairs are OK, but my daughter who lives...
How much do I need in retirement
I attended your talk at the Economic Club of Southwest Michigan in October and you gave several web sites. I...
Retirement planning: use 40l(k) to pay off mortgage?
Have already retired (4 years; 64 years old) and still maintain a mortgage on my home. Recently refinanced (HARP) for...
2 accounts- single and ira
Hi, Terry, I have (2) separate accounts with Edward Jones- a single type account in which I hold individual stocks...
Selling Savings Bonds to help Granddaughter
Hi Terry, I am trying to figure out my income tax for 2013. I am an elderly widow, have combined...
Life expectancy
How long am I going to live? Terry Says: I appreciate your belief that I have this knowledge, but only...
retirement goal savings goal.
Terry, I am 36 years old with a wife and two kids who are under ten years of age. I...
SS..or widows pension
I am 62 years old working 25 hours per week as caregiver yo my 93 year old boss for last...
Social Security Payment Reductions (radio ad)
I keep hearing an advertisement on conservative talk radio that gives a Web site called socialsecurityfree.com that says the government...
Trust or Will ?
Hi Terry,my wife and i are in our early fifties with one son.We have a house in Illinois,which is almost...
Taking social security early or not?
I disagree with my wife and say we should hold off taking her social security until she is 70. I...
Reduced Social Security Benefit for County Pensioners
My husband "retired" in 2003 from the Cook County State's Attorney's office and receives a pension from the County. He...
first time home purchase with divorce settlement money?
Terry, I am recently divorced and am earning about 28,000 a year in my job. i received all my ex-husband's...
When to take social security when paying mortgage
Terry, both my wife and myself look forward to your advice and consider you as our goddess of financial planning....
IRA’s for adult children
Terry, can a parent put away money for an adult child via an ira or Roth ira directly or do...
