Financial Planning / Retirement Questions

Hello Terry, Long long time follower via your books, newsletters, WGN radio and TV broadcasts. Between you and our tax..

Hi Terry, I need to get educated quickly on this. Sales woman is trying to sell us on converting our..

Is it best to leave the lump sum in IMRF since they’re rock solid fund and will give me $131..

Both of my parents are deceased and my sister; as executor, is working through the accounts that my parents had..

I am 64 years old with $1m in my 401k. I plan to work until at least 72 and take..

Dear Terry, I have about $100k in savings. I’m 50 and going to retire at 60. I have a union..

My sister’s husband had a stroke and is in a nursing home. They are both retired but do not have..

My husband is 80 years old. We are heavily invested in stocks. He heard at his age he should only..

i am 61 and receive social security i want to no can i f foul for my pension. Where are..

Hi Terry, My husband and I are trying it determine if we need a RLT or if we have all..

Hello Terry, I received a mailing from my alma mater regarding a charitable gift annuity offer. What is your opinion..

Hi Terry, I’m a long-time follower of your columns and advice! Do you know if there are financial advisors that..

Hi Terry Looking to retire in about 6 months. Our long time Financial advisor from NWM is looking to handle..

My husband died in feb. 2025 at 76; second marriage for each of us-i’m 71; he owned his own company..

Hi Terry. I am retired & converting my 401k into a Roth IRA (We are in the 24% tax bracket)...

My Dad has alzheimers and is in assisted living. My Mom is the additional user on his cards. He is..

Plan to retire at 66 1/2. Will not take SS till 67, have a little over 1M in 401K’s. Wondering..

I am 78 years old and married. I have about 1.2 million in tax deferred savings. My savings is in..

Hello, I had a free introductory appointment with a financial investment manager. I am 69 and worried about the mandatory..

Hello Terry, I am in need of some guidance for our unique financial situation. We are looking to move as..