Financial Planning / Retirement Questions

I recently read an article that was recently published in our local newspaper. It pertained to treatment of Inherited IRA’s..

I work with a gentleman that is 89 years of age and he said he was told by his tax..

I’m soon to be 68 years old. I want to wait until 70 to get the larger social security check..

ASKING ON BEHALF OF A FRIEND. I. The questions at hand: If the surviving spouse is designated as the primary..

I recently retired (1 month ago) and find my husband and myself facing some really important decisions and not really..

Terry, I will be retiring this year. I am 62. I have determined I need about $9000 a month to..

If you have multiple IRAs or SEPs at different locations, how do you determine how much to take out? Can..

I was surprised to learn my Principal.com account charged almost $2000 this year for my IRA which I manage myself...

At my advanced age and financial state what would you recommend. Retired, Widower, age 78, excellent health no liabilities $200,000..

What is a good financial tracker…not able to find something that I like since Mint shut down….want something that I..

I am 78 and retired a week ago. I had a 401(k) for the past 10 years and have a..

Hi Terry, I have a will and have designated an Executor. The Executor has agreed to perform that function on..

I’m reading on retirement funds, That you should first take small chunks from your IRA or 401K taxable accounts and..

Hello Terry. I enjoy listening to you on WGN radio. I would like your advice. My husband is 62 and..

I live with my brother as a caregiver. He has Parkinson. Is there any pay for me as a caregiver...

How do I find an estate lawyer ? I have had a bad experience in the past and am now..

Terry do you know if a company fires an employee, but after awhile theystart collecting their pension, like some at..

If we have a will & our only daughter is sole beneficiary, do we need a trust?

My husband will be 73 on December 20, 2024. Does he use 2023 or 2024 year-end IRA totals for his..

Hi Terry, I will turn 72 in September this year, 2024, and I’ve heard that at 72 you have to..