Financial Planning / Retirement Questions

should CDS and bonds have your TRUST named as Beneficiary?

Hi terry I’m turning 65 soon and 2 years away from social security I would to know about maximize my..

Will Illinois ever allow us to collect social security and railroad retirement when we have paid into both over the..

Is it unwise to take $ out of my ROTH IRA to buy a house? I have other investments, a..

Full disclosure- completely retired since 2013. Great pension from TRS. Wife also retired from State Farm. She has. 401K. I..

I will be inheriting a significant amount of money in September. I’m retired & waited to 70 to start receiving..

Hi Terry, From listening to you on WGN over the years, I know you’re not a fan of annuities. But..

Hello, Terri! We spoke a few weeks ago, when Jon Hansen filled in on WGN for John Williams. I did..

Have you any recommendation (s) for a estate tax advisor…someone who is well qualified, trustworthy & does not have an..

I am retired and have both, a pension and a 401K. I retired at the beginning of this year at..

Good afternoon I listen as much as possible when your on with John Williams. Turnig 70 November 14 this year...

Hi Terry, I have POA on my mom’s Fidelity account. Fidelity says I can not have online access to her..

Husband has always handled stocks-hes 82 and seems slower little memory problem I’d like to learn but don’t know how..

Hi Terry, I need some advice, I retired from a municipal job 9.5 years ago. I was enrolled in a..

Hello. I have worked for my company for 31 years. I have around a $400,000 pension and a separate profit..

Does power of attorney cover T-bills and CDs? I know my bank has power of attorney instructions, but what about..

Is it advisable to withdraw your RMD’s before this years elections?

Hi Terry In choosing an Estate Planning Attorney , what questions should be asked of the attorneys? Also, do you..

Hi Terry… I’m new to your web site and catch you on WGN radio whenever I can. As my wife..

met with our financial planner and am she wants us to open savings accts! plural, acting as buckets to save..