Financial Planning / Retirement Questions

I have about $2,050,000 saved and will be 64 shortly. I make around $290,000 with bonus. Given the tax rates..

Terry, l am 76 years old and in great health, married but no living family. l have at least one..

Hi Terry, My mother is 98 and in fairly good health except for some hearing loss and dementia. She lives..

Dear Terry First of all, thank you so much for your online presence and the wealth (haha) of info you..

I want to pay my house off before I retire. What is my best option? Ready to retire now, in..

Terry, you offered advice in the past, and I am in need of guidance again. I am 75 and on..

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..