Financial Planning / Retirement Questions

Hi Terry, Hope you are doing well. Thanks again for EVERYTHING you do! I’d like to do the Will for..

Briefly heard the end of you discussion on the above topic on WGN. I am in that situation and need..

My home is my only big asset,we have a living will should we also get a living trust. We are..

Hi Terry, My mom died this year and left me her mutual fund of 23,000, 70% invested in a target..

When am I requireed to process my will through a probate court?

I’m 65 my company sold and I’m trying to find a place for my 401K the new company has not..

It has been suggested that we put our house in a Lady Bird deed to avoid probate. Is this a..

Help , I am 63 years old and I have $28,000 in a Roth IRA from work and I invest..

What questions should I ask a Fiduciary Advisor before I hire?

I am 63 years old, 8 years in to a 30 year mortgage, owing $466,000 @ 2.99%. The house is..

Hi Terry I appreciate your work and learn a lot! I am 65 yrs old plan on working 6-10 more..

Hi Terry, My name is Ivan and I have recently retired at age of 69. I have 401K from my..

I have $900,000 in my 401k through ADP RS Merrill Lynch. These funds are in American Funds 2030 Target Date..

Hello. When i retire I will be getting a union pension and also have a anuity Whats the best way..

I am 65 and currently have $1.5 million invested in the market to IRAs and 401 cases. I have an..

I have about $750k in a 401k and about 391k in a pension. Will this be enough to live off..

Should I pay off my mortgage? I’m inclined to think so but please check me on this. I would like..

I recently retired and thought it would be wise to seek out a financial advisor so I used Wealthramp and..

Age 72, single, F, get $7,700 net monthly guaranteed pensions & SS; mortgage $115k (10 yrs left on 15 yr..

I am looking for an attorney to assist me to prepare a Will. I also would like to work with..