Financial Planning / Retirement Questions

Hi Terry, I love listening to your guidance on WGN radio during the week. I am 46yo and owe about..

Hi Terry, My daughter and I saw you this afternoon at the Cornerstone shop in Lake Geneva. Thank you for..

If I can only afford to invest $18,000/year, should I put it all in my 403B or should I divide..

Hi Terry, I received $6,500 for my refund. I recently bought a condo in Chicago that needs renovations. Would you..

Hi Terry, I hope to retire in the next year or two. I am 66 1/2. I only have about..

Terry, I plan on Retiring at the end of June or early July 2025. I am concerned about taking the..

Is it important to have a pour over will when you set up a revocable trust?

Hi Terry, I am retiring in early June and will be getting an IMRF pension, that will pay me a..

Hello Terry, I read you column on the Orlando Sentinel. Should I start taking money from my retirement savings plan..

Hi, I was wondering if it would be wise to transfer my old work 403B that’s about 30000.00 to a..

i HAVE $52000.00 IN A TRADITIONAL IRA THAT MATURES ON JULY 5TH… I’M 72 YEARS OLD… WHAT SHOULD I DO..

I could not find the link to the personal financial planner on your website. I would really like to use..

Hi Terry , Long time big fan of yours. Thank you for calmness during times of uncertainty. I rolled over..

I’m 65 not retired yet still working should I take my 401(k) from work and transfer and open a Roth..

Dear Terry, First off, I have always appreciated your insight and love reading your advice columns. I was wondering what..

We are retired and have a home in Wisconsin as well as a home in Illinois which satisitifes our need..

Hello ! My mom is 87 years old and has Alzheimer’s. She lives in her own condo with full-time caregiving...

How much money per year can I gift to my son? I wanted to deposit/transfer the max amount of money..

My mom-in-law (MIL), 81 is in poor health & will probably pass in 1-5 years. I am 55, husband, 56..

What questions are most important when looking for a new advisor? (in addition to his/her signing off as a fiduciary..