Financial Planning / Retirement Questions

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..

Hi Terry, my husband has just passed away and I Need advice on survival benefits and also the name of..

Terry: have heard you on your segments with WGN radio. I am a senior citizen age 73. I have an..

I want to set up accounts for my 7 grandkids to get when I pass away. What kind of accoounts..

Hi Terry, Hope you are doing well. Thanks again for EVERYTHING you do! I’d like to do the Will for..

Briefly heard the end of you discussion on the above topic on WGN. I am in that situation and need..

My home is my only big asset,we have a living will should we also get a living trust. We are..

Hi Terry, My mom died this year and left me her mutual fund of 23,000, 70% invested in a target..

When am I requireed to process my will through a probate court?

I’m 65 my company sold and I’m trying to find a place for my 401K the new company has not..

It has been suggested that we put our house in a Lady Bird deed to avoid probate. Is this a..