Financial Planning / Retirement Questions

I own a house in Austin Tx worth 600k. want to sell to daughter for 400k, after payoff ill have..

Dear Terry, I wanted to ask you your opinion on financial advisor fees and also when do you know, when..

I live and worked in IL. Two years ago, I turned 64, retired, and began receiving two private pensions. Wages..

I have $12,000 in Baxter stock..want to sell ..hung on to it to long… broker said get S&P 500…small amount..

Can you recommend an online Will and Revocable Living Trust site that allows me to create these documents without hiring..

A few years ago we had an attorney prepare a joint trust. I’m somewhat overwhelmed by all the responsibility and..

I have $500,000 in an IRA I need to withdraw $25,000 out of it this coming tax year. $ 300,000..

My husband is still working. He will be 70 tomorrow and will get his 1st social security check in the..

Is it correct that is a child is listed as a beneficiary in a 401(k), IRA or Brokerage investment account,..

I have a condo in my name only and would like to add my daughter. Would it be easier to..

My Heloc is 75k, my IRA and 401K can pay this, will i pay penalty is taking out the money?..

Simple question but haven people answering it. When you pass away, who is the first person you family should contact,..

The best lawyers that handle Will and trust, how do I find them?

Terry, I just received notice that my 2023 Form 5498 was available from Vanguard. I turned 73 this year (2024)..

Hi Terry, I’m 68 retired and have a 401 from my ex-employer that I haven’t touched. It is back to..

What should I do to protect my finances after saving for 50 years when husband diagnosed with dementia?

We keep hearing that Social Security will run out of money and that we may face reduced benefits. My husband..

My kids bought me the SS book that you and Larry put out, however, I couldn’t find the answer to..

As a successor beneficiary of a stock portfolio registered in a revocable trust,how report on tax returns

65 yrs, retired, drawing medicare, have ira from work, roth, small stock portfolio what else should i have as standard..