Financial Planning / Retirement Questions

Hello, Terri! We spoke a few weeks ago, when Jon Hansen filled in on WGN for John Williams. I did..

Have you any recommendation (s) for a estate tax advisor…someone who is well qualified, trustworthy & does not have an..

I am retired and have both, a pension and a 401K. I retired at the beginning of this year at..

Good afternoon I listen as much as possible when your on with John Williams. Turnig 70 November 14 this year...

Hi Terry, I have POA on my mom’s Fidelity account. Fidelity says I can not have online access to her..

Husband has always handled stocks-hes 82 and seems slower little memory problem I’d like to learn but don’t know how..

Hi Terry, I need some advice, I retired from a municipal job 9.5 years ago. I was enrolled in a..

Hello. I have worked for my company for 31 years. I have around a $400,000 pension and a separate profit..

Does power of attorney cover T-bills and CDs? I know my bank has power of attorney instructions, but what about..

Is it advisable to withdraw your RMD’s before this years elections?

Hi Terry In choosing an Estate Planning Attorney , what questions should be asked of the attorneys? Also, do you..

Hi Terry… I’m new to your web site and catch you on WGN radio whenever I can. As my wife..

met with our financial planner and am she wants us to open savings accts! plural, acting as buckets to save..

I live and worked in Illinois. I worked for two employers (and had SocSec taxes taken out of wages for..

Terry, 2 years ago I inherited a non-spousal IRA upon the death of my mother who inherited it upon the..

Dear Terry, I heard you talk about coming out of retirement. You said two things. You have one year to..

My wife started collecting SS a month ago (age 67). I’m waiting until age 70 (1 year to go). We..

I am turning 73 this September but am still working. Each year I convert some money in my 401k into..

I inherited an IRA in the year 2000 & immediately started taking the RMD according to my life expectancy factor..

You mentioned in one of your segments on WGN radio what type of financial advisor is best to use. Can..