Financial Planning / Retirement Questions

My husband retired at the end of 2022. He had his 401K and Roth IRA transferred from his company account..

Hello. I’m recently divorced and have to give my ex-spouse part of my retirement. I have several accounts, but one..

My wife and I enjoy listening to you on WGN and she suggested we seek your advice. We currently have..

I’m 64 years old. Divorced for 5 years after 35 years of marriage. I work part time and earn approximately..

How do you make sure your financial advisor cannot walk away with your money. Who has access to your money..

I am curious to learn the why and the history of the different ages for retirement. Specifically, why are the..

I received $31,000 from a closed company I worked for and they closed the simple IRA. I’m having difficulty finding..

I’m a widow, 69, have had my own business (provide technical support for a specific software) and business never recovered..

I have a lot of money in Ira’s 401K’s and annuities; I’m retired now and need to figure out how..

I am employed in my husband’s business. We both deposit the max in the company Simple IRA. We have a..

Mint.com is leaving us. I just loved this app that you recommended many years ago. What do you think of..

My husband is a retired police officer from Cook County IL. He has a very health pension. He also worked..

Hi Terry, Bought and read your book on clawbacks scary stuff . I would also like to get the form..

Would this be a good investment for a 72 year old to use as an income investment? He currently has..

Hi Terry, First off, I love the show on WGN! Thank you for your consistent wisdom. My question to you..

Wondering where i should switch my 401k to. The company that i worked for closed down in December 23 that..

Do I need a trust if I have a will ? I have two houses and two daughters. I put..

I’m asking on behalf of my older Mother. She’s concerned that her investment company is running up fees for their..

Terry, I have a mortgage with 4.125% interest rate until 2027. There is 72,000 left on the note. I have..

How can I get a copy of the Pension Plan Summary that was in effect in 1985 for Continental Illinois..