Financial Planning / Retirement Questions

Should we stay put in retirement funds or move some funds to money market funds?

Hi Terry, I am not usually a nervous investor, but the current administration is generating the desire to safeguard my..

Hi Terry. My husband and I are 69 and 68. Our current equity to fixed income ratio is around 52%..

Dear Terry, I am 78 years old and have both a traditional IRA and a Roth IRA established more than..

I am wondering when my husband retires where we can put my husbands 401K where it is completely safe? We..

Hi Terry, do you recommend using a financial advisor, if so how do I find one that is trustworthy and..

I am a retired RN and my brain simply does not understand finances, the vocabulary etcetc Would you please recommend..

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..