Financial Planning / Retirement Questions

Just heard you on WGN Radio. You said there was a link on your site on deciding on Roth Conversions...

Fidelity recommendations I put 50% of my 401k and other savings in an annuity, roughly $600k. I retired last July..

I have inherited $500K from sale of paternal properties. It is in a money market account earning 4% APY. I..

Hello Terry, I’m 70, single and own a stock (non IRA) and a SEP-IRA money market fund. I’m collecting SS,..

Hi Terry, If I go to a Fiduciary for advice about my assets/retirement, do they then manage my accounts or..

Dear Terry: I am a single, 72 year old female, planning on retiring in June. Have several pensions from SURS,..

My attorney says I don’t need to put my home in a trust but instead can attach a T.O.D.I. to..

Good morning, I have a question regarding my IRA, I owe about 70.000.00 mortgage Should I take the money out..

We recently moved our stocks into mutual funds after a loss do you think that they will also go down..

I have 40K in a profit sharing account and turned 65 last year and want to know where is the..

My 54 y.o. friend received a devastating cancer diagnosis in Jan 2024. First round of chemo was not effective, but..

my son is 28,graduated and for the past year,is a physical therapist.his current company does not match his retirement.i want..

Good Morning Terry. I will need to withdraw an extra $2072 from my Thrift Savings. I will be73 next month...

Hi Terry, I have $36K in a profit sharing fund from an employer years ago. I turned 65 in September..

Hello Terry, I am looking for a new retirement planner. I meet with someone claiming to be a vetted financial..

Hi Terry; I’ve heard from others that converting my standard IRAs to Roth IRAs will benefit me in the end...

I’m filling out a designation of beneficiary form for my Morgan Stanley IRA and the form says Naming my revocable..

Hello Terry, I listen to you in WGN, and I hope you can help with this question. My husband retired..

My ups stock keeps going down and as of March22,2015 I had a market value of $22,000. As of today..

What do I do? I am 66 years old. I get $7200 net a month from my pension. I have..