Financial Planning / Retirement Questions

I have TOD on all of my assets and name beneficiaries ( house, cars, accounts) except for house contents. Do..

I sent an email on 3/13 about my husbands retirement funds from his company. It was a rollover from a..

A couple weeks ago on WGN radio with John Williams some woman that had asked a question about getting a..

What do I designate as “beneficiaries ” for a family trust. Know that IRA’s and annuities and other investments should..

Hi. My hubby thinks it’s best to not pay the credit card in full each month rather than taking it..

Hi Terry If I take my RMD approximately $25000 with hold $5000 for taxes can I open a Roth IRA..

I am 52. Married, no savings. I have a farm with my 3 siblings. They are buying me out. I’m..

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..