Financial Planning / Retirement Questions

Terry – love listening to you on WGN! I have a couple of questions that relate to my fear of..

Just an FYI per your conversation on WGN. My husband’s last social security payment was held back. SS did not..

Hi Terry, Going to people who can help with Wills and Living trusts, who can you go to where it..

My wife just died no kids ! What should I do going forward . Most money is in cd’s and..

I’m 68+ and think I’m ready to retire. I have 375k in 401k . Thinking of rollover ? Do I..

So my question is can I take my social security now and when my husband dies can I transfer over..

Hi, Terry – my husband and I came into a large sum of money, and would like some guidance on..

My Mom died on Feb. 22, she received her s.s. benefit on Mar.1st by direct deposit. On Mar. 27th they..

Is it better to have a IUL or 401k and what is the difference between the two

Hi Terry, I am a 60 year old union ironworker, getting ready to retire at 62. I’d like to get..

I see a lot of advice regarding converting traditional IRAs to Roth. I honestly don’t understand it. Won’t most of..

Both my husband and I worked for 35+ years. We are both 62. My husband earned more money than I..

I have a traditional IRA. I have a living trust. Should I place the IRA in the living trust to..

I ‘m 63 1/2 years old, I was permanently laid off from my job of 23 years. I am in..

I’m 78 and have a small IRA. What is the benefit of an IRA versus just having a savings account?..

Can you recommend a reliable honest trust attorney to make changes to my existing trust?

Dear Terry, I currently have a Roth IRA with about $70K in it and inherited a IRA with a little..

Terry, I’m in conversation with [broker named] about Fixed Indexed Annuities and using them to replace the Bond part of..

Do foreign distributions from foreign pensions, count as income? Does a tax-free lump sum as part of a foreign annuity..

Good morning Terry, My husband passed away 8 years ago. I started to receive Surviving Spouse SS. In one of..