Financial Planning / Retirement Questions

I live and worked in Illinois. I worked for two employers (and had SocSec taxes taken out of wages for..

Terry, 2 years ago I inherited a non-spousal IRA upon the death of my mother who inherited it upon the..

Dear Terry, I heard you talk about coming out of retirement. You said two things. You have one year to..

My wife started collecting SS a month ago (age 67). I’m waiting until age 70 (1 year to go). We..

I am turning 73 this September but am still working. Each year I convert some money in my 401k into..

I inherited an IRA in the year 2000 & immediately started taking the RMD according to my life expectancy factor..

You mentioned in one of your segments on WGN radio what type of financial advisor is best to use. Can..

Hi Terry, I looked at Wealth Ramp, but it seems to be a more extensive commitment to working with a..

Hello, I am 37 years old and make about $80,000 per year gross. I invest all of my retirement money..

WHEN ANNUAL RMDs ARE WITHDRAWN, WHETHER ONCE DURING THE COURSE OF THE YEAR OR PERIODICALLY THROUGHOUT THE YEAR, ARE QUARTERLY..

Hello Terry! First of all, you are awesome! I so appreciate your segments on WGN radio and resprect your expereince..

My brother is a disabled vet with a 100% disability. He’s 75 years old. I am his financial POA. He..

Can I contribute to a 401k & 403b and max out contributions for the year? I work as an APN..

My wife is 54 and just completed 34 yrs at her HR position with Wal-Mart. Her 401k currently has about..

With todays high stock market values how would you recommend a novice, 40 year old, investor to move a $125,000.00..

I am 70 and fully disabled. Been taking Social Security since I was 65. My husband passed away 8 years..

I have never used a financial advisor, and would like to know about costs and what there responsibility would be...

Hello Terrie, My wife passed away in February 2021 was born in September 1966. What happens to her Social Security..

I’m looking for a fiduciary. During one of your sessions on WGN news TV you mentioned there was three or..

I need a tax advisor that specializes in Roth Conversions. Is there a referral listing of specialists in the Chicago..