Financial Planning / Retirement Questions

Can you recommend a reliable honest trust attorney to make changes to my existing trust?

Dear Terry, I currently have a Roth IRA with about $70K in it and inherited a IRA with a little..

Terry, I’m in conversation with [broker named] about Fixed Indexed Annuities and using them to replace the Bond part of..

Do foreign distributions from foreign pensions, count as income? Does a tax-free lump sum as part of a foreign annuity..

Good morning Terry, My husband passed away 8 years ago. I started to receive Surviving Spouse SS. In one of..

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,..