Financial Planning / Retirement Questions

I have a 401k about $40,000 I have a charge card bill about $19,000 interest rate super high I just..

Hi Terry, after hearing you on with John today, I have a question. My Mom moved into assisted living a..

Hi Terry I appreciate how you share your expertise on WGN radio, it’s always enlightening. I’m concerned that we’re overpaying..

I would like to know what to do with a life insurance policy that will be paid to me $100,000..

I am an 88 year old mother and grandmother… I need a reasonably priced attorney near 60525 to assist me..

We want to give our children an amount above the yearly gift exemption. We know we will have to file..

I recently paid off my home. Recently lost my husband, now I want (5) Grandchildren to have the house when..

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..