Financial Planning / Retirement Questions

Hi Terry, I looked at Wealth Ramp, but it seems to be a more extensive commitment to working with a..

Hello, I am 37 years old and make about $80,000 per year gross. I invest all of my retirement money..

WHEN ANNUAL RMDs ARE WITHDRAWN, WHETHER ONCE DURING THE COURSE OF THE YEAR OR PERIODICALLY THROUGHOUT THE YEAR, ARE QUARTERLY..

Hello Terry! First of all, you are awesome! I so appreciate your segments on WGN radio and resprect your expereince..

My brother is a disabled vet with a 100% disability. He’s 75 years old. I am his financial POA. He..

Can I contribute to a 401k & 403b and max out contributions for the year? I work as an APN..

My wife is 54 and just completed 34 yrs at her HR position with Wal-Mart. Her 401k currently has about..

With todays high stock market values how would you recommend a novice, 40 year old, investor to move a $125,000.00..

I am 70 and fully disabled. Been taking Social Security since I was 65. My husband passed away 8 years..

I have never used a financial advisor, and would like to know about costs and what there responsibility would be...

Hello Terrie, My wife passed away in February 2021 was born in September 1966. What happens to her Social Security..

I’m looking for a fiduciary. During one of your sessions on WGN news TV you mentioned there was three or..

I need a tax advisor that specializes in Roth Conversions. Is there a referral listing of specialists in the Chicago..

I am 70. Two years ago I took $15000 from my IRA. I paid tax on the withdrawal and showed..

Fidelity charges 0.945% advising fee on my portfolio. Is that reasonable? Should I try the wealthramp that you have talked..

Terry, My birthday is June 14, 1958. My FRA is 66 and 8 months. When should I apply and what..

Love your segments on WGN, my wife and I are retired and both work part time. She’s paid very well..

Is it true that I can combine IRA values to calculate the RMD? I turn 73 in November. Two IRAs..

Will retire in Jan 2025. All my assets ( $400,000)are in my 401K. Is an annuity a good option for..

She has just left teaching and now has a new job in a non profit. I appreciate any advice you..