Financial Planning / Retirement Questions

I have saved for many years as you recommended your listeners on WGN today. I can’t spend it all in..

I am 78 w/ ~ 1.5 M combined in savings, stocks, IRA and a Roth. I live on Social Security..

Best plan for retirement thru my daughter’s filing – she is one person 1099 works for Dr. earns about $175k-..

With the passing of the SS Fairness Act my monthly SS payment went up from $315/mo to $924/mo. I also..

Hello I’m 63single and retired. I have mortgage of $98k @ 6.87 % . I have the money to pay..

Terry, Hope you had a blessed Thanksgiving I heard you hosted! At 69 & still working I can’t make any..

Good morning Miss Savage, listen to you for a long time back in Chicago. You’re my financial guru.. I’ve come..

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..