Financial Planning / Retirement Questions

Does my broker at Edward Jones need to have a CFP designation? How important is that designation? Thank you.

Next year i will be required to take my RMD. I have about $300000 in my Ira. I dont need..

Hi Terry, I listen to you on WGN radio. I hope your Florida home was spared serious damage from Milton...

Hi Terry my daughter is a new teacher in Michigan and they have two different retire plans to choose from..

Terry, I,m paying a fee of about $1,100 per month for what they call an Advisory Solutions type of portfolio..

Hubby & I are both 68 & on Soc Sec & Medicare. We do not have any invested monies but..

Hi Terry, Do you have an opinion on a company called Trajan Wealth? They state they are a fiduciary company,..

You have defined chicken money, as money that you cannot afford to lose. I am now semi-retired, and was worried..

Good morning Terry, first of all I’d like to thank you for the wonderful advice that you give to millions..

Hi, I was let go from a job after 41 years. I have a small 401k and, probably should move..

Terry, I’m 75, married with an Edward Jones account totaling $190 k . One is a TOD, joint tenants ...

Based on a recent episode I would like to get clarification on working part-time while taking Social Security. Would I..

Hi Ms. Savage, I’ve watched you on television for years and enjoy your reports. My concern is retirement savings. There..

My husband passed in 2013 and I am beneficiary of his retirement account. Do I need to take RMD’s starting..

What type/s of adviser/s do I need for guidance with home & asset & pension options to transfer to my..

I’m 65yrs old retired IL state government employee earning a pension and collecting Social Security benefits since the age of..

I have a trust and want my daughters to split my bank acct. if I pass. the banker said I..

I am on my third financial advisor. I had managed my own money all my life and got to a..

My wife and I have IRA’s with Edward Jones with a combined total of approximately $360,000.00. With Government pensions and..

I am 66 years old. I get $7200 net a month from my pension. I have a 503B with Ameriprise..