Financial Planning / Retirement Questions

Hi Terry Looking to retire in about 6 months. Our long time Financial advisor from NWM is looking to handle..

My husband died in feb. 2025 at 76; second marriage for each of us-i’m 71; he owned his own company..

Hi Terry. I am retired & converting my 401k into a Roth IRA (We are in the 24% tax bracket)...

My Dad has alzheimers and is in assisted living. My Mom is the additional user on his cards. He is..

Plan to retire at 66 1/2. Will not take SS till 67, have a little over 1M in 401K’s. Wondering..

I am 78 years old and married. I have about 1.2 million in tax deferred savings. My savings is in..

Hello, I had a free introductory appointment with a financial investment manager. I am 69 and worried about the mandatory..

Hello Terry, I am in need of some guidance for our unique financial situation. We are looking to move as..

I have a land contract that will be getting paid off in 3 weeks due to sale of the entire..

Last week you addressed the estate transfer of stock ( assuming significant capitals gains) to heirs rather than selling it..

I am thinking I should convert some of our 401K to a Roth before year end so we can take..

Terry, I’m a73 year old retired city of Chicago employee with a fixed 457 (b)defered comp account through the City..

Hi Terry- I subscribed to Maxifi Planner. I filled out all the information to see if a Roth conversion makes..

I’m wanting to take a withdrawal from my TSP (thrift savings program) to supplement my pension because I did not..

I turn 73 in 2026. Do I need to wait until my actual birthday in 2026 to take my RMD..

Hi, I am on SSI Social Security disability. I turned 65 in November. Is it possible to get both SSI..

Can you please explain what are bank notes, that many on the Saturday morning radio shows keep pushing? They claim..

My wife and myself have IRA’s that indicate each of us as primary beneficiaries with contingent beneficiaries for each others..

I am 75 and still work part time (making about $23,000 a year). I am taking my RMD from my..

Hi Terry, I saw a video about leaving your house to someone without going through probate and not having a..