Financial Planning / Retirement Questions

Sometime back, you mentioned the best final Will or Trust to get. I don’t recall what you referred to the..

My father passed away in April 2025 and did not take his RMD on his IRA in 2025. His IRA..

My husband and I have a pre-nuptial agreement in place, and have been married 5.5 years. We are getting our..

A comment-You like many people emphasize that adult children should try to get their parents to complete needed documents. I..

Hi – Just heard you on John Williams show! Question: 65yo, on medicare, in 2024 my AGI was $67,786 and..

I will be turning 73 next year and need your thoughts on my plan. Currently I have not had to..

My husband’s aunt wants to name him as a beneficiary to her trust. She asked for his SSN and he..

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..