Financial Planning / Retirement Questions

I am retired, live in Illinois have Medicare F and BlueCross of Illinois. If I relocate to another state do..

Why payed in 100 % to ss and only able to collect 40% because of government offset. Something rosenkowski put..

My daughters husband has shown over the years to want the best of everything and usually overules what my daughter..

I’m soon to be 60 years old, owe $8000.00 dollars on our house, no car payment and about $4000.00 in..

You have done amazing work to help people experiencing claw back. I heard your recent announcement on WGN radio Tuesday..

I was notified I had a small pension ($5,000) that is available since I turned 65. I have to either..

Hi Terry! My job position will be eliminated soon (office closure) after 16 years of service. I have contributed to..

I am 67 and recently retired. I have 500k in my 401k with Principal. Should I keep it within Principal,..

Can a teacher in llinois open a Roth or Traditional IRA since they are part of the Illinois Teachers Pension?

In the process of finding a financial advisor. Our Charles Schwab rep Suggested we open a money market account but..

I’m newly divorced and sold our home. Will rent for a year before another purchase. Where should I put the..

I took $40,000 out of my TSP retirement fund to pay off a new car, $8,000 was taken out in..

We live in Bartlett Can you recommend a good person to help us thru the process of the trust? Also..

I have TOD on all of my assets and name beneficiaries ( house, cars, accounts) except for house contents. Do..

I sent an email on 3/13 about my husbands retirement funds from his company. It was a rollover from a..

A couple weeks ago on WGN radio with John Williams some woman that had asked a question about getting a..

What do I designate as “beneficiaries ” for a family trust. Know that IRA’s and annuities and other investments should..

Hi. My hubby thinks it’s best to not pay the credit card in full each month rather than taking it..

Hi Terry If I take my RMD approximately $25000 with hold $5000 for taxes can I open a Roth IRA..

I am 52. Married, no savings. I have a farm with my 3 siblings. They are buying me out. I’m..