Financial Planning / Retirement Questions

I have 2 questions, please. I’m retired, living on soc. sec. & a pension. 1. if I take money out..

My husband and I own stock shares some held by us and some in certificate form. How can these transfer..

Happy New Year! I will be 70 1/2 at the end of July and am retired and not employed. Am..

My husband and I have had funded, individual revocable trusts since 1990. Currently are assets are split 60% in my..

HI Terry, I recently saw a financial advisor (fiduciary). He looked at all my assets, gave me a few suggestions..

I received in the mail a flyer offering a free 6 hour course at a local college. The course is..

How can I make sure my son‘s wife gets nothing after I die that I have worked for all my..

Can you explain these 2 types of social security and what a surviving spouse over 60 would receive at retirement..

I’m retired and 75 plus in age. I have a good income and assets, no spouse or children. I’ve never..

My husband applied for SS when he turned 70 and I though once he applied I could apply for Spousal..

I have a Living Trust document that stipulates my home would go to my daughter with a right of first..

I divorced my husband after 48 years of marriage because of online love relationships. I didn’t want a dragged out..

Hi Terry. Unfortunately, we need to take a distribution of $20000. Before I request the distribution, is there a way..

Hi, Terry. I am 59 and hubby will be 62 in April. He retired in July 2022 and currently has..

Hi Terry – I’m hoping this is of general interest. Regarding the IRA cash bucket approach, others suggest holding anywhere..

Is ~1% of assets a usual and customary charge per year to manage assets?

Terry, Have you done an article about the pros & cons of setting up a Family Trust. We are concerned..

I receive a pension from my job (now retired). If my husband dies am I entitled to his social security?

I’m 65 and the more I try to lean about RMDS the more questions arise . Non spouce beneficiaries is..

Relocating and looking at taking a mortgage out or paying cash. Paying cash I would need to take some funds..