Financial Planning / Retirement Questions

My 54 y.o. friend received a devastating cancer diagnosis in Jan 2024. First round of chemo was not effective, but..

my son is 28,graduated and for the past year,is a physical therapist.his current company does not match his retirement.i want..

Good Morning Terry. I will need to withdraw an extra $2072 from my Thrift Savings. I will be73 next month...

Hi Terry, I have $36K in a profit sharing fund from an employer years ago. I turned 65 in September..

Hello Terry, I am looking for a new retirement planner. I meet with someone claiming to be a vetted financial..

Hi Terry; I’ve heard from others that converting my standard IRAs to Roth IRAs will benefit me in the end...

I’m filling out a designation of beneficiary form for my Morgan Stanley IRA and the form says Naming my revocable..

Hello Terry, I listen to you in WGN, and I hope you can help with this question. My husband retired..

My ups stock keeps going down and as of March22,2015 I had a market value of $22,000. As of today..

What do I do? I am 66 years old. I get $7200 net a month from my pension. I have..

My husband and I are setting up a revocable trust. There are mixed answers on naming or not naming the..

I am retired and still have 180,000 in my company 401k.Should I leave it there or move some or all..

I am 65 and still working full time. I have my 401K through my employer and my portfolio is at..

I’m 69 and my husband is 77. I’m so worried about the plunging stock market and we hate to panic..

Is there a safe place to move my deferred comp without incurring taxes so I do not loose everything? Currently..

I will be 66 in July and haven’t worked in 5 years. I’m thinking of applying for SS this year,..

With the market dropping severely, is this a good time for a Roth conversion, since a larger percentage of my..

if I am self employed and want to take SS before my full retirement age is my income net of..

Where do I go to find a reliable, honest and competent financial advisor?

Would it be wise to stop putting into my 401K right now u til things get better so not to..