Financial Planning / Retirement Questions

Dear Terry, First off, I have always appreciated your insight and love reading your advice columns. I was wondering what..

We are retired and have a home in Wisconsin as well as a home in Illinois which satisitifes our need..

Hello ! My mom is 87 years old and has Alzheimer’s. She lives in her own condo with full-time caregiving...

How much money per year can I gift to my son? I wanted to deposit/transfer the max amount of money..

My mom-in-law (MIL), 81 is in poor health & will probably pass in 1-5 years. I am 55, husband, 56..

What questions are most important when looking for a new advisor? (in addition to his/her signing off as a fiduciary..

Hi Terry. I retired as a federal government employee with $1000000 in my thrift savings account. I moved all to..

I work for will county we’ve used nationwide for years to run our 457 plan we are now switching to..

Hi Terry, I am retired from the public sector & have 457 accounts, along with my pension, etc. I am..

Hi Terry, I watch you on WGN weekly and have asked a question or two to you in the past...

Hi Terry, I am single and will be turning 65 in September. I am in the processing of selling my..

I have about 30,000 in a Roth with only 2 different stocks. I am 72 years old and wondering should..

Hello Terry I just watched your video on Wills vs RLTs and found it very informative. thank you for doing..

67yr old still working. Hoping to retire this year. My 401 at work is with fidelity’s. I also have retirement..

Terry, thank you for your time. What does it mean to “fund” a trust? Can a 401(k) beneficiary be my..

If my husband and I have all our assets (property, bank, annuities)set up with Beneficiaries- TOD)do we still need to..

how much is the illinois probate Tax

should we establish a revocable trust if we have only 2 amd a half million dollars?

I love your news segment, as you always offer great advice and now I find myself needing some advice. My..

I am 72 and began SS at 65. Hubby began SS at 70. April 2025 he turned 73 and continues..