Financial Planning / Retirement Questions

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..

Is there an advantage for not paying off mortgage? I retired in 2023 and can pay off with my Roth..

Hi Terry, I just recently retired and my husband retired two years ago. We are looking for a reputable financial..

I currently ama a single 55 year old with a good job not enough pay but content but can’t seem..

Hi Terry I’ve followed u forever, & I thank you for sharing all of your understanding & knowledge. I’m 70..

Is there a source that I can reach out to verifying that I have covered my RMD’s for the coming..

Hello, I am 51 years old and have Deferred Comp Retirement plan 2035, through my employer. Should I invest more..

I don’t know if I should take money out and cash out my exelon stock that my mom bought for..

My husband is collecting his social security since 2013 when he turned 66, which is our main source of income...

Sorry Terry, I hit the wrong button and things disappeared. After listening to your broadcast today on 720 AM, you..

Hi Terry, I am planning to open IRAs at a bank where deposits are FDIC insured for up to 250k...

Today 12/24/23 I read your article on Quicken/simplifi. In your article it said sign up for $2 per month. Went..

I’m in a tax deferred defined contribution pension plan with Enpower. I’m curious if there is a way to transfer..

I am 70 years old and have $350 in diversified funds. Should I be moving my money into cash.

Dear Terry, I retired in 2022 and was on my wife’s insurance until she retired 6/30/2023. We are currently paying..

Hi Terry, i am retiring soon and want to move my 401k account to an IRA account. i currently have..

Can I roll over my 401k into a cd-ira without penalty? My last day of work is December 28th, 2023...