Financial Planning / Retirement Questions

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..

I am 70. Two years ago I took $15000 from my IRA. I paid tax on the withdrawal and showed..

Fidelity charges 0.945% advising fee on my portfolio. Is that reasonable? Should I try the wealthramp that you have talked..

Terry, My birthday is June 14, 1958. My FRA is 66 and 8 months. When should I apply and what..

Love your segments on WGN, my wife and I are retired and both work part time. She’s paid very well..

Is it true that I can combine IRA values to calculate the RMD? I turn 73 in November. Two IRAs..

Will retire in Jan 2025. All my assets ( $400,000)are in my 401K. Is an annuity a good option for..

She has just left teaching and now has a new job in a non profit. I appreciate any advice you..

1. Would I be better off taking funds from above & putting funds in T Bills. I do take my..

My birthday is December 21, 1952 Do I have to take money out in 2025 or start April of 2026?

We have a recommendation from an Advisor to open a Nevada Trust rather than an Illinois Trust. Stating that each..

Your thoughts plz – housing dilemma. I’m 68, single, retired, good financial shape. Healthwise, no major issues. On Medicare, not..

Terry, I understand from hearing you on the radio you are not a big fan of target funds. I retired..

Terry , I would like to know if a Wealthramp advisor could totally manage an account as well as give..

My husband passed away last year. I was compelled to access his IRA last year to cover his medical expenses...