Financial Planning / Retirement Questions

Terry , I recently received a “notice of intent to terminate ” my pension plan. This plan was frozen in..

I have 4 Roth IRA’s set up in my name, each with one of my children as the primary beneficiary..

My husband’s Parkinson’s has progressed rapidly. I need to use his IRA. I have access. Our assets: 330,00 (his IRA,our..

Hi Terry, Is there any benefit to keeping funds in a 401K after retirement or is it always best to..

Please provide the software tool for maximizing one’s SS

I’m 70 can claim social security while I’m still working

Hi Terry, I am currently playing 1% to my financial planner. Do you think it’s wise to have a financial..

What is the website that will help maximize your SS benefits? I believe it costs $35? Thanks

I’m 81, own my own small home in Waukegan..no debt. My $550K with Morgan Stanley continually loses money (they say..

Hi Terry, I have 3 traditional IRAs, with Fidelity, Edward Jones, and Vanguard – total portfolio value is about $275,000...

What is your opinion of the following: (I am 80 and do not need the funds as pension and SS..

My husband and I purchased a home (primary) in 1994. My husband passed in 2022. When I sell my house..

My 94 year old father is considering moving back to Illinois to be closer to family. HIs estate is worth..

I was listening to you today on WGN radio talking about bank IRA CD’s. I am 74 years old and..

Can you recommend a good financial planner in the zip code area of il. 60108.

I trust and appreciate you and your advice over the years. I’m 61 yrs. old, receive $65K in state pension..

Hi Terry, Love you so much and your advice. I listen on WGN, you are awesome. I’m 56, going to..

My parents are ages 90 and 91 and need to move to assisted living soon. We would like to sell..

I’m a 54 year old single woman. My gross salary is $85K/year. I have a Vangaurd IRA that was a..

I am a single women and was hoping to semi retire in 2 years but I just got laid off..