Financial Planning / Retirement Questions

I used QuickBooks for 25+ years when my husband & I had rentals and a small business. Now, we are..

My daughter is 24 years old and working her first professional job. She opened up a 401 K. I’d like..

Hello Ms. Savage, My wife and I file our tax returns jointly. Our AGI exceeds the Roth IRA limit of..

Hi…love your columns and I listen to you all on wgn…..I read in the big beautiful bill that SS recipients..

My husband turned 65 this year. He is still employed and covered by his employer’s health insurance plan. He signed..

My Medicare enrollment in Part B and D and a United Health Care supplemental began April 1, 2025. Do I..

I was thinking of getting a Roth IRA for my Daughter and Son in Law for a Christmas present. Do..

I want to pay off my mortgage in one lump sum and to do so I need to use a..

I only have a house? Do I need a will? Is a will all that I need to give my..

Thank you for coming to Arlington Heights Library a few months ago, you have inspired me to think differently about..

Hello Terry, My wife and I are 65 years old and are planning to retire. My wife works for USPS..

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..