Financial Planning / Retirement Questions

Where should I go to get advice on signing up for Social Security and all the various health plans?

Hello Terry, I’m sure many retirees face the following dilemma and I was hoping you could shed some light on..

My company offers a defined pension plan. I have reached 36.5 years of service and I am 65. The comstops..

My husband and I are retired and both receive IL pensions. He turns 62 shortly, has been retired for 4..

I have 401k at principle from my employer. I am thinking of rolling over to IRA cd. Who should I..

Tax wise: should a mutual fund be put in a trust or held as JT WROS and a beneficiary?

I am thinking of pre – paying for funeral expenses and picking out everything for when I pass. Is this..

I retired in 2019. I receive $100.00 per month pension from my ex-employer, which amounts to $1,200.00 per year. I..

Terry, I will turn 73 at the end of February 2024 and I will work full time. Am I required..

My husband and I have a 19 year old son. We have a will created when he was an infant...

Social security is charging me Part D IRMAA but I am not enrolled in Part D. I have a Medicare..

My financial advisor (Fairhaven Wealth) is a fiduciary and charges 1% annually..at 1/4% per quarter..is that 1/4% determined by my..

Can I still invest in a HSA, I am turning 65 in May & who do I talk to about..

I put in $6,000 into an IRA or ROTH account with bmo bank and after 1 year and made $32.49..

Hello . At 59 1/2 what is the penalty to withdraw from my 401k? Is it 10 or 20 percent?..

We are retired, and taking social security at age 69. We have a substantial amount in 401K savings, the bulk..

Here is my scenario…husband starting with alzeimers, told by realators to sell home due to high mortgage, take whatever profit..

As an employee of a community college, who formally worked in the private sector, I would stand to benefit if..

My wife turns 73 in August, 2024. She has traditional IRA CD’s at two different banks on which I am..

Hello, I am about to retire in April from the fire department in Indiana. We have a pension program called..