Financial Planning / Retirement Questions

Hi Terry, Where did you say we could read about your strategy of putting 4 years of RMD distribution into..

My husband & I are retired in our 70’s. We have house, condo, boat plus liquid assets in stocks &..

I am 69 and have $1.2 million in my IRA accounts. Should I consider converting some funds annually into a..

My 401k provider (Empower) is recommending transferring my 401k monies to a IRA within their fund. In exchange, I would..

Also, We added our 2 sons to equal ownership of Michigan property. My husband and I and each of the..

Terry, My husband and I each have a Revocable Living Trust, wills, POAs, POAs for healthcare drawn up 25 years..

Hello Terry – I have read your cautions about using online DIY sites to create your own will or trust...

Hi Terry I listen to you on WGN every week and have a question. My siblings and I are selling..

I received $35,000 from my mothers Trust and Will. I have only one credit card that I use and pay..

What type of lawyer do I need to get an revocable trust and who do you recommend

I am a city employee with a pension and deferred compensation plan. I plan to retire in 5 years. I..

Hi Terry love listening to you and John what’s an average fee I should expect to pay a fiduciary advisor?..

My wife and I are both 75 and feeling comfortable with our retirement accounts and feeling financially secure. Our RMDs..

Terry, what books would you recommend for researching setting up a will especially for New Jersey residents. Thanks.

I am 91 and my wife is 89. We live in our mortgage free home. Our gross income i( $80.000)s..

I have a 401k about $40,000 I have a charge card bill about $19,000 interest rate super high I just..

Hi Terry, after hearing you on with John today, I have a question. My Mom moved into assisted living a..

Hi Terry I appreciate how you share your expertise on WGN radio, it’s always enlightening. I’m concerned that we’re overpaying..

I would like to know what to do with a life insurance policy that will be paid to me $100,000..

I am an 88 year old mother and grandmother… I need a reasonably priced attorney near 60525 to assist me..