Financial Planning / Retirement Questions

Hi Terry, We are looking ahead to retirement and I am wondering if a “flat rate” advisor is the way..

My wife and I are both 65 and both retired with 60% of our portfolio in stocks. Based on this..

Hello Terry. Listen to you all the time on wgn. Love your knowledge and expertise. I just retired can I..

Terry, I am an 80 year old woman with an IMRF pension and social security I have a portfolio of..

Hi Terry, I am 65 years old and semi retired (working part time) not collecting SS benefits yet….recently I read..

Is it correct that RMD from traditional IRAs is federally taxable income but State of Illinois allows you to deduct..

I have been purchasing t-bills with my “chicken money”. With everything that is happening now, I worry that they may..

Do you have any advice on choosing a financial advisor? Currently with fidelity but my advisor is leaving and have..

My wife and I are both 78 years young. I am filling out our taxes for 2024. Unfortunately we didn’t..

Hi Terry, my 29 yr. old daughter is a high income earner as a consultant and in the 24% marginal..

I will be paying off my current HELOC this month. I do have a few projects i would like to..

Hello, I am retired at age 68. I have 10% taxes taken out of my Social Security. Giving me $2270..

Terry, I see these commercials on TV about buying gold to protect against the economy. What are your thoughts? Also..

Could you speak about President Trump promoting the crypto market despite legislators who have long pushed for crypto regulation? I..

I retired July 1, 2024. I received a severance package which I put in the bank and am using to..

We are a married couple wife 60, myself 59. I will be collecting a firefighter pension in 1.5 years. My..

We are a 73 year old couple in good health; should we consider a ROTH for an investment? Thank you.

Hi Terry, What would you recommend for asset allocation for a 93 year old widow. I still live at home,..

My wife has a 403B account with the archdiocese of Chicago. She passed away in December 2024 and I wonder..

Terry my mother recently passed away had a Traditional IRA account. Beneficiaries are her 7 children. One of the seven..