Financial Planning / Retirement Questions

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..

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?..