Financial Planning / Retirement Questions

Hi Terry, We will be receiving a large sum of money soon. In the area of 600,000.00. I am wondering..

Hi Terry, I always enjoy watching your segments WGN! I was hoping you can point my wife and I in..

Dear Terry, I’m over 50, work part time and have a Roth IRA. Does my income amount from working need..

My husband died 18 months ago. I retired shortly before he died. I receive a pension from my employment and..

We are a married couple age 60. We are looking for a financial planner to walk us through the next..

It was a pleasure meeting you last week at the emerge Financial Health conference at the Marriott .I sent a..

I have a ROTH , traditional IRA ,and taxable mutual fund with Vanguard . I would like to start managing..

It possible to withdraw traditional Ira money to pay long term memory care facility, with out a penalty? My sister..

I am an 80 year old man, never married, with no immediate family of my own. I have a sizeable..

I have had my IRA account with a brokerage since I retired in 2000. My beginning amount was $410,000. Now..

I’m 69. I Started to collect SS at 66 and 2 months. I was married for 10 years and then..

Upon my death & with a RLT that includes all the ‘bells & whistles’ (aka, named successor trustee, POA for..

I’m 64 retired worked for municipality 40 yrs. I receive a pention & ss. My wife 59 still working for..

I own a house in Austin Tx worth 600k. want to sell to daughter for 400k, after payoff ill have..

Dear Terry, I wanted to ask you your opinion on financial advisor fees and also when do you know, when..

I live and worked in IL. Two years ago, I turned 64, retired, and began receiving two private pensions. Wages..

I have $12,000 in Baxter stock..want to sell ..hung on to it to long… broker said get S&P 500…small amount..

Can you recommend an online Will and Revocable Living Trust site that allows me to create these documents without hiring..

A few years ago we had an attorney prepare a joint trust. I’m somewhat overwhelmed by all the responsibility and..

I have $500,000 in an IRA I need to withdraw $25,000 out of it this coming tax year. $ 300,000..