Financial Planning / Retirement Questions

Hi Terry, I retired in June after 36 years as a Public School teacher. I have a little over 500,000..

Good morning Terry, my dad is getting ready to retire and honestly i have no idea how this works. He..

None of my relatives are dependable. I’m in my 80s and able to take care of myself and finances, thanks..

I am 71. I am in moderate health. Collect social security and have a small part-time job. I have about..

Hi Terry, i have been reading your column in Sunday Tribune. We have our assets with Fidelity Inv Pvt Wealth..

I am currently dusabled yet not officially declared so yet. SSDI takes forever and my traditinal IRA is tanking! I..

Hi Terry, My wife and I love your columns and read them every Sunday in our Chicago Tribune. I turn..

Dear Ms. Savage, I am an 86-year-old woman who just lost her 89-year-old husband last Sunday, 3/23/26. Reviewing documents in..

I have a Roth IRA and a 401k. I’m retired and 65 years old. Is it best to put my..

Currently using advisor who uses Charles Schwabe funds with 2. Accounts about 1 million each have been talking to fisher..

Listen to many conversations you have with John Williams. I am 71 and wife is 66. We have a total..

Hi Terry, my wife and I fall into a high tax bracket and are in our late 40’s. The advisor..

Is trust needed to be updated if no other changes needed from original 2001 date? If so can a Financial..

Last year I didn’t have taxes taken out of my SS for 10 months. When I filed my income tax,..

My wife’s company may be going public. We live near Chicago. We are conservative. I’m 71 retired worked 80hrs 45..

i have 500000 in 401 is it advisable to convert to roth i have annual i come 200000 per year..

Terry: I listen to you on WGN radio with John Williams and enjoy your sage advice and benefit from your..

I don’t own much , my boyfriend and I own 2 cars that are 19 years old and a mobile..

hi Terry, my wife and I are 60 years old. She quit her job as a cosmetologist and has a..

Good day Terry! My question is how are taxes applied when making a withdraw from a Roth. For discussion let..