Financial Planning / Retirement Questions

Hello Terry; I am 71 years old and my financial advisor currently has my portfolio at about 65% stocks (with..

Hi! We have a few thousand dollars extra available every month after making monthly payments on loans and credit cards...

I’m 73 1/2 years old… I have a $50,000 IRA that matures in August… What happens if I end their..

Any suggestions for retirees that have an untouched, dividend paying stocks ,bank CD’s credit union CD’s and dividend paying savings..

I’m 65. I plan on retiring at 66 and 2 months. (Feb 2027) My wife is 69. I’m a W2..

My Mortgage balance is $73,437. @ 6.49% thru 2045. Car balance is $17,450 @ 6.45% for four more years. I..

Terry,If I send you a list of my investments could you take a look an tell me your honest opinion..

I’m 57 and my wife and I have $3 million in retirement savings. I have used your website to find..

Good morning, Terry. I am very fortunate to have received a year-end bonus. Because I am 62 years old, I..

Dear Terry , I am at wits end with my Mother. Can you please recommend someone who could act as..

My husband is 70 and I am 74. What would you recommend investing our money in our 401k’s.

I’m retired and turned 73 in 2025. At the beginning of 2025 i took about $20k out of my 401k..

Hello Terry, I was told by my taxman that I do not need to file income tax, my only income..

Terry, I’m 67 and retired. I have about 550,000 in my 401, and also get pension checks each month. Annual..

I am thinking of putting my home in an irrevocable trust to avoid having to self pay for nursing home..

I’m no longer working and am going to be 61 . Is putting my 401K into a Roth account better..

Hi Terry! How should a person determine whether or not a financial advisor is worth the money? I am 71..

I feel nervous more than usual, I have enough chicken money for 3 or 4 years at least in cash...

I am turning 65 this year and am seeking professional guidance regarding tax planning strategies for my deferred compensation account...

I have $80,000 in my 401(k). I know I need to take a distribution this year. Should I take the..