Financial Planning / Retirement Questions

Do you accept the 4% withdrawal rate for retirement assets as viable? What is your recommendation? Also do annuity payments...

My wife and I receive SS benefits and I have a part time job. Since I have contributed the max...

My mother in law 65 y/o currently lives with her husband in a house they own. She receives retirement benefits...

Ms. Savage, Can 401K and 403-B Required Minimum Distributions be bundled and taken out of an IRA account or do...

Terry, I'm going to retire next year at 64 and I will have a Union Annuity of $60,000 plus a...

Terry i have corresponded with you in the past about cfp fee only. i'm about to look seriously for one...

In a past col-you mentioned two org's for seniors to check out assistance progs -either state or federal-can you repeat...

I am 60 years old and retired. Effective April 1, I will be receiving a monthly check from my 401K...

My dad is 89, widowed,still living on his own and in ok health. He has less than $80,000 in assets,...

I'm trying to find the Personal Financial Organizer Form and can't seem to find it. How do I get this...

My wife works a public job(school ) and makes about 50000 a year. I work at a family business. She...

Thank you for your marvelous column, I have learned so much from you. I have now reached the magical 70-1/2...

I need to know where to find info about retiring now. My husband turns 65 next month, he is still...

Hello Terry, I work for a company that will be closing its door in California and have been given a...

Hi Terry: Thanks to your recommendation, I've been tracking the accumulation of my retirement funding for a number of years...