Financial Planning / Retirement Questions

Hi Terry, I listen to you every Wednesday with John Williams on wgn… you’re amazing. Question: I have an IRA..

Incredibly disappointed in your article in my Tucson newspaper concerning MaxFi. There was no data comparison provided between MaxFi and..

My spouse died in Jan. 2024. My financial planner is suggesting I take my SS benefits now at 63 and..

Shortly after the Pandemic I sold my shares and put all my money in my money market which is now..

I was divorced in 2009 after 37 years. I have tried to apply for part of my ex’s benefits, but..

My husband and I have a trust. He has since passed away. I am the trustee and it outlines our..

We recently met with the gentleman from one Chicago financial who wanted to set us up with a trust fund..

I am 62 and was let go from a job I worked at for 30 years in 2022. Left 401K..

Where do we find someone we trust to prepare our will and advise us.

Hi Terry, I just read Sundays Trib article regarding Target retirement funds which I have. I retired in June, own..

I will be retiring within the year. I have approximately $1,100,000.00 in a 401(K). My wife has another $75,000.00. We..

Hi Terry, I listen to you on WGN. I heard you tell someone to take his money back from his..

Hi, i am saving around 50% of my salary into savings and investments, bonds and etc to save some perks..

Per the podcast on your site, I don’t need to put my IRA into my revocable living trust. What happens,..

My company is terminating our pension plan and provides us three options. Lump sum, transfer to annuities and begin pension..

I’m 67. Just retired. I have a 401K from my former employer with 37,000 in it. How do I go..

My husband’s company was sold and the stock he had invested has been paid out. He received a very large..

After listening to you, I found a lawyer to create a trust for me. But, after listening to ‘friends talk..

Read your latest book and very concerned about filing for SS when I turn 70 next year, in part because..

Terry, I am70 Y/O and retired Firefighter. I have a home mortgage of $16,500.00 remaining at 3.25%. I am interested..