Financial Planning / Retirement Questions

Is there a limit on how much you can gift? The stock was purchased approximately 25 years ago and has..

Terry, my mother died a few years back and left me and my siblings a stock and cash portfolio around..

Our retirement assets have grown significantly over the years. Our traditional IRA RMD’s must start in 2024. Has there ever..

Hi Terry, I am 68. My wife is 64. We are both retired teachers presently living off our 401K from..

On WGN you often reference a service available for $35 to review a person’s SS profile. I can’t find the..

I signed up for my company’s 401 K… I was alond to sign up online. I also have a union..

Good Morning, I received a letter form SSA Office of Quality Review stating that I have been chosen by random..

Have the age requirements changed for mandatory withdrawal for IRA’s? I thought I heard on WGN it got extended from..

Hi Terry , What was the web site i can go to for 3rd party review of my social security..

We make $150k a year. We get $700 Michigan refund. We pay $4700 Fed tax. Should we put more money..

Government Retiree since 1/31/22 and not getting correct retirement pay through Office of Personnel Management. Do you have any ideas..

Hi Terry, I’m a single 54yo. Should I payoff a mortgage early or should I put the extra payments towards..

My mom passed away this January at the age of 88 years young. She did not update the beneficiary on..

Hi Terry, I’m turning 62 in July and currently collecting a police pension. The 22 years working as a police..

Having just starting to take social security benefits, I want to move my 401K portfolio in increments to lessen the..

My husband at 91 gets Social Security monthly. Would I be entitled to his Social Security at his death? I..

I am 73 and my portfolio is as follows: Equities: 78.97%, Fixed Income 17.6%, Cash 7.147% I am worried that..

I’ve heard you speaking about long term care costs and insurance on WGN radio. I thought I heard that this..

Hello Terry, First of all, thank you for all you do helping people with their financial questions and concerns. I’m..

I began taking RMD last year. Is there a benefit for taking additional Traditional IRA funds – over and above..