Financial Planning / Retirement Questions

My father recently passed away and left me some money. I am a retired 61 year old teacher in IL..

In today’s column you mention retitling your home in the revocable living trust. Years ago our trusted estate planning attorney..

Terry, I’m not the person you spoke to on John Williams show Wednesday 7/12, but do have the same concern..

Terry, I called John Williams’ program today and asked the “exactly what date do I fill in online when applying..

Hello, I was wondering if you could talk about why there was a penalty when paying Medicare part B premiums..

The other day on WGN a women asked my husbands exact question and I can’t find the answer on your..

After the Aretha Franklin debacle we’ve decided we should probably have a will or trust. We are retired in our..

I may retire next year not sure yet. I have worked for this company for 22 years and they have..

My husband and I wonder where we should take our money out from to do a major remodel on our..

How do I research a new financial advisor. My current advisor that I have been with for a very long..

I listen to you each Wednesday on John Williams radio show, which I look forward to as you explain topics..

Hi Terry. Real enjoy listening to you on WGN AM720. I will be retiring from the railroad in about 8..

What’s a fair price for a will / trust…I don’t want my family to go to probate…I received a price..

Hi, I turn 72 on Dec.19th of this year. Do I have to take the first mandatory distribution before the..

My wife and I financed our condo in joint tenancy, she died in 2021. I have 4 years on the..

Hi and thank you in advance. I’m agonizing over a choice I have to make about my pension. The decision..

Terry, I have 400k with a fiduciary. I’m 64 years old female. My home is worth 800k. I have NO..

Stopped working in May, bad situation with company 35 years at same company. collecting a pension, how much tax should..

Hello I had a 403B from my last job and they sent me paperwork to put it in an retirement..

I will be 70 in 10/23. I recently applied for benefits. An ind from SSA explained I have 3 options;..