Financial Planning / Retirement Questions

I filed for S.S. Benefits on my 69th birthday (3-yr. delay) I have been collecting monthly S.S. benefits for 10..

Hi Terry , I’ve been retired for almost 8 years. I spent 38 years working in the railroad industry and..

4% has been an adopted 401 withdrawal forever. I am 75. I have been withdrawing $4000 a month from my..

Can you use maximize my social security one time or do you have to use it annually?

I’m 64 years old and plan to retire just after I turn 65 (in 11 months). My huband an I..

This is multiple choice question! I am sure answer will be different depending on my age and circumstances. We are..

I am retiring in Jan 2025 and will receive a sizeable amount of deferred income in June 2025; can I..

Hi Terry, I listen to you every Wednesday with John Williams on wgn… you’re amazing. Question: I have an IRA..

Incredibly disappointed in your article in my Tucson newspaper concerning MaxFi. There was no data comparison provided between MaxFi and..

My spouse died in Jan. 2024. My financial planner is suggesting I take my SS benefits now at 63 and..

Shortly after the Pandemic I sold my shares and put all my money in my money market which is now..

I was divorced in 2009 after 37 years. I have tried to apply for part of my ex’s benefits, but..

My husband and I have a trust. He has since passed away. I am the trustee and it outlines our..

We recently met with the gentleman from one Chicago financial who wanted to set us up with a trust fund..

I am 62 and was let go from a job I worked at for 30 years in 2022. Left 401K..

Where do we find someone we trust to prepare our will and advise us.

Hi Terry, I just read Sundays Trib article regarding Target retirement funds which I have. I retired in June, own..

I will be retiring within the year. I have approximately $1,100,000.00 in a 401(K). My wife has another $75,000.00. We..

Hi Terry, I listen to you on WGN. I heard you tell someone to take his money back from his..

Hi, i am saving around 50% of my salary into savings and investments, bonds and etc to save some perks..