Financial Planning / Retirement Questions

I’m 73 years old , retired , Is it a good time to move my money market savings to a..

My wife and I are 54 and 50 years old we both have retirement plans separate savings of about $170,000,we..

I. Work for a large sporting good co and have a LLC 401K plan. I will probably retire at first..

Terry I currently have my portfolio managed by Fisher Investments. I am thinking of changing companies. On your advice, I..

Thank you for all of your financial advice that you offer. I am 69 (70 in March 2025) working full..

My spouse & I are retiring in 2025. Our overall retirement funds are as follows: Roth $300,000 Pretax $1,100,000 Total..

My wife and I are both 69. All our income is from social security. Would it be a good idea..

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..