Financial Planning / Retirement Questions

Grandson os 16 started working p/t wants to put money away towards retirement. Has to be at his job a..

Hello Terry! My elderly father recently moved back to Illinois after living out of state for twenty-three years. He has..

My wife and I are closing in on 78 years old. We have a trust agreement and wills. Should our..

Terry, I am 74 and worked in 2023. I contributed $21,436 in 2023 to a 403b traditional plan at my..

I’m almost 70 and am ready to retire. I own a house with a mortgage balance of $130k . Interest..

I missed my RMW for one of my accounts through no fault of my own. My former employer switched providers..

Im selling my home and moving into a senior complex. I will have a small amount of profit like 60k...

I am retired, live in Illinois have Medicare F and BlueCross of Illinois. If I relocate to another state do..

Why payed in 100 % to ss and only able to collect 40% because of government offset. Something rosenkowski put..

My daughters husband has shown over the years to want the best of everything and usually overules what my daughter..

I’m soon to be 60 years old, owe $8000.00 dollars on our house, no car payment and about $4000.00 in..

You have done amazing work to help people experiencing claw back. I heard your recent announcement on WGN radio Tuesday..

I was notified I had a small pension ($5,000) that is available since I turned 65. I have to either..

Hi Terry! My job position will be eliminated soon (office closure) after 16 years of service. I have contributed to..

I am 67 and recently retired. I have 500k in my 401k with Principal. Should I keep it within Principal,..

Can a teacher in llinois open a Roth or Traditional IRA since they are part of the Illinois Teachers Pension?

In the process of finding a financial advisor. Our Charles Schwab rep Suggested we open a money market account but..

I’m newly divorced and sold our home. Will rent for a year before another purchase. Where should I put the..

I took $40,000 out of my TSP retirement fund to pay off a new car, $8,000 was taken out in..

We live in Bartlett Can you recommend a good person to help us thru the process of the trust? Also..