Financial Planning / Retirement Questions

My dad was recently diagnosed with dementia and my sisters and I are in the process of assuming responsibility for..

Thank you in advance. My husband retired this past May . He is 70, I am almost 69.We have about..

I have substantial investments in 401Ks and other tax deferred accounts. I also receive a substantial monthly pension, such that..

My wife and I need to assign power of Attorney to each other. Do we need to consult a lawyer..

I’m 62. i’m changing jobs and was wondering how this will affect my social security benefits if my income is..

I’ve recently been declined for Social Security. I was for credit shy of becoming eligible. I am going to be..

Hi Terry….Thanks for your WGN time, wish I would have discovered you years ago. In a nutshell I am 60..

My husband and I are 63 and are looking to retire partially in 6 months and fully in 1.5 years...

If I were to take my Social security at age 62 (Im 61 now) and invested the money in my..

Hi Terry, I have $30K in a traditional 401K from a previous employer that I haven’t touched since I left..

I pay her taxes. What does she need to do to not pay taxes. She has SS and a very..

Hello, my mother is 93 years old. She is prepping to move her to a senior living facility. Estimate after..

Hi Terry, I am 56 y/o and will retire at 60. My husband is younger than me and I will..

should CDS and bonds have your TRUST named as Beneficiary?

Hi terry I’m turning 65 soon and 2 years away from social security I would to know about maximize my..

Will Illinois ever allow us to collect social security and railroad retirement when we have paid into both over the..

Is it unwise to take $ out of my ROTH IRA to buy a house? I have other investments, a..

Full disclosure- completely retired since 2013. Great pension from TRS. Wife also retired from State Farm. She has. 401K. I..

I will be inheriting a significant amount of money in September. I’m retired & waited to 70 to start receiving..

Hi Terry, From listening to you on WGN over the years, I know you’re not a fan of annuities. But..