Financial Planning / Retirement Questions

I will be inheriting a significant amount of money in September. I’m retired & waited to 70 to start receiving..

Hi Terry, From listening to you on WGN over the years, I know you’re not a fan of annuities. But..

Hello, Terri! We spoke a few weeks ago, when Jon Hansen filled in on WGN for John Williams. I did..

Have you any recommendation (s) for a estate tax advisor…someone who is well qualified, trustworthy & does not have an..

I am retired and have both, a pension and a 401K. I retired at the beginning of this year at..

Good afternoon I listen as much as possible when your on with John Williams. Turnig 70 November 14 this year...

Hi Terry, I have POA on my mom’s Fidelity account. Fidelity says I can not have online access to her..

Husband has always handled stocks-hes 82 and seems slower little memory problem I’d like to learn but don’t know how..

Hi Terry, I need some advice, I retired from a municipal job 9.5 years ago. I was enrolled in a..

Hello. I have worked for my company for 31 years. I have around a $400,000 pension and a separate profit..

Does power of attorney cover T-bills and CDs? I know my bank has power of attorney instructions, but what about..

Is it advisable to withdraw your RMD’s before this years elections?

Hi Terry In choosing an Estate Planning Attorney , what questions should be asked of the attorneys? Also, do you..

Hi Terry… I’m new to your web site and catch you on WGN radio whenever I can. As my wife..

met with our financial planner and am she wants us to open savings accts! plural, acting as buckets to save..

I live and worked in Illinois. I worked for two employers (and had SocSec taxes taken out of wages for..

Terry, 2 years ago I inherited a non-spousal IRA upon the death of my mother who inherited it upon the..

Dear Terry, I heard you talk about coming out of retirement. You said two things. You have one year to..

My wife started collecting SS a month ago (age 67). I’m waiting until age 70 (1 year to go). We..

I am turning 73 this September but am still working. Each year I convert some money in my 401k into..