Financial Planning / Retirement Questions

In building our retirement nest egg, dollar cost averaging with our investments worked very well! Is there a similar approach..

Is a handwritten will legal in Illinois?. If not, how do I find a lawyer to write one for me

My company is transitioning our pensions to an insurance company and giving us eligible employees a one time option to..

Need an Estate planning Attorney in Wheaton Area . Do you know anyone there

I have recently been widowed (May 1, 2025). I feel I need a financial advisor. I see Pam Krueger pop..

I am 51 years old and previously worked as a teacher for the Archdiocese of Chicago. I have a 403B..

My company is requiring a employees to cash in their pension. I am 64 and not yet in a position..

Hi Ms. Savage, I am 62, married, with one adult child in grad school. I have a mortgage of 240k,..

I retired a couple years ago and still have this plan at my old job ( under fidelity) Fo I..

Hi Terry, My husband and I are recently retired. Our biggest expense is a term life insurance policy that we..

I retired and requested 401K to be liquidated. Voya has been giving me run around for about a month. Is..

My wife and I have apporx.$500.000 in an account with Modera Financial. Our allocation is 65%equities 35% fixed(money market ,bond..

Hi Terry, My husband and I listen to you on WGN all the time. We are in our early 50’s..

Hello Terry, With the new Big Beautiful Bill additional standard deduction of $12,000 for married filing jointly, I would like..

Have you published any guidelines for your recommended percentage split between equities and bonds/cash as people age and approach retirement?

A former employer had a pension plan that I was vested in. Sometime after I left, this employer turned over..

Hello Ms.Savage, I am a 62 yr old investor. I got your book I believe at a thrift book store..

My 97 year old dad has been investing in CDs for awhile but recently, they are often called back early...

We are retired and 70 years old. With the temporary $12000 senior deduction over the next 4 years, does it..

Hi Terry, I am 73 years old, married and my wife is also 73 years old. I retired from work..