Financial Planning / Retirement Questions

Can I be connected with a fee-based only advisor?

Who would I see to put my house in a living trust?

I am 62 years old and was diagnosed 2 years ago with cancer (ovarian) that does not have a high..

Looking for the video mentioned in your tribune article

I am 67 and retired and am currently living off 25k in severance money but have roughly 170k in an..

I’m a teacher in Illinois I am 84. When my wife died they said I don’t get survive benefits from..

My wife and I recently met with a financial advisor to modify our insurance policies that met our needs 10..

How Much Money you need to retire.

My husband has just been moved to hospice. My question is will I lose all of his Social Security payments..

differance between the to trust?

I have met with three planners over the years. We start with a fee to set-up and discuss a plan,..

Hi Terry, Our family doesn’t want our parents to pass away and they are both in great health. I know..

At what age does it not make sense to convert from IRA to Roth I am 81 in June.

I made numerous financial mistakes and need to get some personal financial consultations regarding several topics including: 2 years ago,..

Planning to retire in two years and currently my tsp investment is 75 percent in c fund and 25 percent..

I have been collecting my deceased husbands social security since I turned 60. I remarried when I was 64. Can..

My wife has two IRA’s from which we have been tasking RMW. One account is her Betty own IRA the..

I will owe Medicare 587.00 by March 2025 due to higher income ( my husband is still working) in 2023...

I am a retired 75 year old federal employee currently receiving a CSRS annual pension of $136,000. I retired with..

Hi Terry, I will be turning 70 in January of 2026. Do I apply to start collecting in January of..