Financial Planning / Retirement Questions

Me and my wife are 59 1/2 years old I have $60,000 in my Vanguard cash plus account also have..

I had a review with my Fidelity advisor and he mentioned putting money from one of my managed accounts into..

I don’t want my children to have to go through probate when the time comes. Should we have everything in..

I listen to you on wensendays at noon, but few weeks back I had to jump out of car when..

Hell Ms. Savage, I used your link to try and find a fiduciary to meet with as I am nearing..

Hi Terry, I’ve received the proceeds from the sale of property and after paying off all debts (except my mortgage..

Hi Terry. Can I retire with $2 million at age 56?

I am a retired government employee and I receive a full monthly pension. I am 72 and have not taken..

I have 2 IRAs with comparable balances. One is a Fidelity Balanced Fund (60% stocks / 40% bonds & cash)...

What do think of the company “Facet” for retirement planning? My husband I have 6M+ in retirement assets and are..

Hello We’ve been with Chase for approximately approximately fifteen years or more we had Ira’s and last year we inherited..

What’s the best way to go for a 6-year old. I’m re-doing my Trust and would like it to read..

Hello Terry, my wife and I are 63 and 65 respectively with $1.3 million in investment retirement funds. We anticipate..

Hi ! Gen X living with my awesome retired Mom while she is going through some medical issues. I signed..

Do you have a list of suggested fiduciaries in the North suburbs of Chicago? I could really use trusted advice...

When it comes time for me to start RMDs will I be notified in anyway by my IRA/401k administrators? And..

I am 77 my wife is 75, we have a Mortgage of $70 k at 6.49% approx $700.00 per month..

Terry: Your last two columns caused me to hyperventilate and gave me an anxiety attack, I had to talk myself..

I am a healthy (no HTN, no CVD, no T2DM) 64, 8month yo female. Northwestern mutual calculator had me living..

how much should a fiduciary charge for financial services