Financial Planning / Retirement Questions

Good Morning. My financial advisor is my brother (sole sibling) with whom I have only had a “fiduciary” relationship for..

I’m 75 years old still working at the same company for 45 years. We don’t have a 401k but was..

My 45 year old son just received a pension pay out due to his company being bought & reorganized. The..

I’m seriously considering taking my full Social Security retirement benefits right now at age 67 and putting most of the..

Is trust and will as seen on tv commercials legitimate I’m a widow have daughters don’t have a will I’m..

The witnesses on our wills are all deceased. Is our wills still good? We live in the state of Florida.

I am playing catch up with my retirement savings started a pension just 3 years ago. I am now 42..

1. We setup LADYBIRD DEED for the house we own (currently living) 2. All Bank statements we have POD (..

I took tax break by putting my retirement in an IRA. I am now 70 and I am not convinced..

I am interested in the TOD (transfer on death) for my home and vehicle…. What are the benefits and drawbacks..

Hello Terry, I am 63 and retired and disabled, receiving Social Security Disabilty. Does my Social Secirty Disability count as..

I only caught part of your segment on WGN, we are wondering if we can create our own will in..

We have all of our financial accounts as Transfer on Death to our 2 children. The only thing we have..

Hi Ms. Terry. I’m a huge fan of yours. I work as an UBER Eats driver and I listen to..

Mom passed away after a brief hospital stay in February. We have not gotten a bill from the hospital. How..

HI Terry, How does a person calculate the most tax efficient schedule of how much to convert per year from..

If I were to purchase that program from you is there a need to have them reviewed by an attorney.

Can you recommend a trustworthy financial advisor in the phoenix/scottsdale area? Thank you and love listening to you on wgn..

Is there a tax advantage to moving money to a Roth IRA before needing to take RMDs at 73?

We aren’t residents in Florida. Would it be beneficial to change our deed to a Lady Bird Deed with our..