Financial Planning / Retirement Questions

Would this be a good investment for a 72 year old to use as an income investment? He currently has..

Hi Terry, First off, I love the show on WGN! Thank you for your consistent wisdom. My question to you..

Wondering where i should switch my 401k to. The company that i worked for closed down in December 23 that..

Do I need a trust if I have a will ? I have two houses and two daughters. I put..

I’m asking on behalf of my older Mother. She’s concerned that her investment company is running up fees for their..

Terry, I have a mortgage with 4.125% interest rate until 2027. There is 72,000 left on the note. I have..

How can I get a copy of the Pension Plan Summary that was in effect in 1985 for Continental Illinois..

Hi Terry, My mom still needs to complete 2 credit but reached age 65. Once she completes 2 credits when..

Hi Terry, I have followed you for many years and have found your advice invaluable. I was listening to one..

I am 67 and have not started collecting my SS. When I go my account to see what my amount..

Worked for a school district for 3 years. Left in 2005. I am 72 years old now. I wanted to..

My 88 year old mother-in-law has a traditional IRA just under $10000 dollars. Over the years it changed on who..

I have been getting Social Security Disability for 10 years. I recieve 1450 a month. If I retire, would I..

Hello Terry – We recently met with our financial advisor and he suggested, since we’ve hit 59 1/2 yrs old,..

What is the best type of trust to circumvent the Illinois Estate tax?

We own our house. Very little debt. I have a pension and have been managing my portfolio by myself. My..

Hi Terry, I turn 73 in February 2024. I read about deferring my first withdrawal into a Roth until 2025...

Hello Terry, Followed you for many, years and have made a great financial life for myself based on a lot..

What is the best way to avoid paying the egregious Illinois Estate Tax, other than leaving Illinois?

First of all I want to Thank You for your weekly spot on WGN and the knowledge you bring to..