Financial Planning / Retirement Questions

We are a 73 year old couple in good health; should we consider a ROTH for an investment? Thank you.

Hi Terry, What would you recommend for asset allocation for a 93 year old widow. I still live at home,..

My wife has a 403B account with the archdiocese of Chicago. She passed away in December 2024 and I wonder..

Terry my mother recently passed away had a Traditional IRA account. Beneficiaries are her 7 children. One of the seven..

My wife and I are over 70 and retired. We have a yearly gross income of about $80,000. We have..

My husband and I are retired. I have a large 401k ( that was started when I was working) with..

If we have a will that states all of our assets are to be split between our three daughters and..

Can I be connected with a fee-based only advisor?

Who would I see to put my house in a living trust?

I am 62 years old and was diagnosed 2 years ago with cancer (ovarian) that does not have a high..

Looking for the video mentioned in your tribune article

I am 67 and retired and am currently living off 25k in severance money but have roughly 170k in an..

I’m a teacher in Illinois I am 84. When my wife died they said I don’t get survive benefits from..

My wife and I recently met with a financial advisor to modify our insurance policies that met our needs 10..

How Much Money you need to retire.

My husband has just been moved to hospice. My question is will I lose all of his Social Security payments..

differance between the to trust?

I have met with three planners over the years. We start with a fee to set-up and discuss a plan,..

Hi Terry, Our family doesn’t want our parents to pass away and they are both in great health. I know..

At what age does it not make sense to convert from IRA to Roth I am 81 in June.