Financial Planning / Retirement Questions

Do I need a firm that deals with my Ira and 403b regarding RMD withdrawals? I have a CFP with..

There are supposed to be financial advisors who charge by the hour instead of a percentage of your assets, but..

When meting with a fee only fiduciary advisor, does his fee go up yearly as hopefully your assists increase? According..

My husband and I (both age 72), and our children, are in disagreement over whether we need a trust or..

We have a mortgage of about 95k left. We are 57yrs old. The rate is 6.75%. I have an inheritance..

I am considering using a retirable advisor. Your thoughts, please. I have heard you speak of wealth. Thank you.

Hi Terry, I know you are an advocate for fee only fiduciary advisors. My wife and I currently have about..

Hi Terry. My finances are with Merrill Lynch and have been for over 20 years. I have been a widow..

I don’t have a question, but I recently realized that after converting a traditional IRA to a Roth IRA it..

i have some assets at vanguard. ShouldI engage one of their advisor programs?

Greetings Terry I received an IRA from my sister that passed on 2023. I have not taken any withdrawals and..

I recently heard that there are limits on (Home Sale) capital gains if the property is not the primary residence?..

just getting ready to close on my commercial property and was wondering if you can offer some advise so I..

Hi, married and coming into $80k from property sale. I am retired, wife is working. Looking for advice in investing..

I’ve messed up my pension distribution and will be subjected to unnecessary tax because I had it sent to my..

We are in the process of updating our will and creating a trust for our property. We had planned to..

Hey terry. I’m 76 years old and I need to know if I need more life insurance. If I can’t..

Hi Terry, I just retired at 77 yrs old. Should I take my pension benefit as a monthly payment or..

I’m interested in a Financial Personal Organizer.

Hi Terry, Where should I look to find a personal financial advisor for myself and my wife for help with..