Financial Planning / Retirement Questions

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.

I made numerous financial mistakes and need to get some personal financial consultations regarding several topics including: 2 years ago,..

Planning to retire in two years and currently my tsp investment is 75 percent in c fund and 25 percent..

I have been collecting my deceased husbands social security since I turned 60. I remarried when I was 64. Can..

My wife has two IRA’s from which we have been tasking RMW. One account is her Betty own IRA the..

I will owe Medicare 587.00 by March 2025 due to higher income ( my husband is still working) in 2023...

I am a retired 75 year old federal employee currently receiving a CSRS annual pension of $136,000. I retired with..

Hi Terry, I will be turning 70 in January of 2026. Do I apply to start collecting in January of..

My union pension is ready to be drawn down now and they are offering a lump sum of 26K in..

Hi Terry, I’m in good financial shape for retirement, but I’m wondering about the best way to set up withdrawals..

I’m a US Postal Inspector, who retired at the mandatory age of 57. I haven’t touched my TSP funds since..

i have gifted a small commeracial bldg (35oo sq ft) to a family memaber this year– do i fill out..

Hi Terry, A little bit of info before my question. I recently retired, am single and have sizeable assets that..

I’m a single woman in my late 50s making just under $100K a year. I’ve just begun contributing 8% to..

Hi Terry. Thank you for taking my question. I am 70 and retired this past July. I took my Social..