Financial Planning / Retirement Questions

I was surprised to learn my Principal.com account charged almost $2000 this year for my IRA which I manage myself...

At my advanced age and financial state what would you recommend. Retired, Widower, age 78, excellent health no liabilities $200,000..

What is a good financial tracker…not able to find something that I like since Mint shut down….want something that I..

I am 78 and retired a week ago. I had a 401(k) for the past 10 years and have a..

Hi Terry, I have a will and have designated an Executor. The Executor has agreed to perform that function on..

I’m reading on retirement funds, That you should first take small chunks from your IRA or 401K taxable accounts and..

Hello Terry. I enjoy listening to you on WGN radio. I would like your advice. My husband is 62 and..

I live with my brother as a caregiver. He has Parkinson. Is there any pay for me as a caregiver...

How do I find an estate lawyer ? I have had a bad experience in the past and am now..

Terry do you know if a company fires an employee, but after awhile theystart collecting their pension, like some at..

If we have a will & our only daughter is sole beneficiary, do we need a trust?

My husband will be 73 on December 20, 2024. Does he use 2023 or 2024 year-end IRA totals for his..

Hi Terry, I will turn 72 in September this year, 2024, and I’ve heard that at 72 you have to..

Where should I go to get advice on signing up for Social Security and all the various health plans?

Hello Terry, I’m sure many retirees face the following dilemma and I was hoping you could shed some light on..

My company offers a defined pension plan. I have reached 36.5 years of service and I am 65. The comstops..

My husband and I are retired and both receive IL pensions. He turns 62 shortly, has been retired for 4..

I have 401k at principle from my employer. I am thinking of rolling over to IRA cd. Who should I..

Tax wise: should a mutual fund be put in a trust or held as JT WROS and a beneficiary?

I am thinking of pre – paying for funeral expenses and picking out everything for when I pass. Is this..