Financial Planning / Retirement Questions

Is it normal when you go to a will and trust lawyer for them to require your account totals before..

looking for the distribution chart on who gets what per end of life distribution??

Do not need my rmd’s and am contributing 1000k/mo. to a balanced undex fund as well as a dividend appreciation..

I am 80 years old. Live alone with my dog. No family except an older sister in Germany . Net..

If I make a RLT, can I name two executors?

Do you have a “Trust Checklist” that I can give our executor so they know what they need to do..

My husband & I are retired. Our income consists of SS, minimal rental income, and stock dividends. We have 2..

I will be taking RMDs soon. Does it matter if I take them all at one time or spread the..

How can I find a financial advisor who is not trying to sell me something? I would rather pay them..

Hello Terry, I had asked you about taking my 401K money out of Vanguard at the recommendation of a friend...

Retired 7 years, 76 years old, widow 17 years still have my money in company 401K, take out my RMD..

Have 401 from Walmart is it OK to leave it there or put somewhere else

I am currently 72 and I’m looking at next year where I have to take my RMD. In my 20’s..

In your November 16, 2025 Orlando Sentinel column, you indicate that if one turns 73 in 2025, to avoid double..

Terry, great segments on channel 9. I have been receiving many communications from different financial planner indicating there are ways..

If someone who at 65 is on disability and sells their home, will the income from the sale kick them..

Many people say I need to go ahead and start rolling a percentage of 401 to Roth , before RMDs..

I heard you on WGN morning say when turning 73 to taking first one. We thought the age was 701/2…..

I really don’t have much in my 401K. It’s below $60K. In view of what our governmental policies look like,..

I have retirement plan at Walmart is it ok to leave it there