Financial Planning / Retirement Questions

Hello Terry, I’m sorry for this repeat question. I asked about a financial advisor and you gave me the name..

I am thinking about buying some property and want to know how much I can withdraw from my 401k without..

First thanks for all your advice. I have given my 3 daughters a copy of your book. In 2021 I..

In the process of setting up a revocable living trust. Attorney is requesting to change all life insurance and retirement..

I have $385,000 in my IRA and I’m 81 years old. My RMD is large and I wonder if the..

My husband of over 30 years passed away a few years ago when he was 57 and I was 56..

I’ve was married for 10 years and 6 months. We are divorced. Want to know if when she applies for..

Dear Terry, I am in a position where I think I can make some generous charitable donations this year. I..

Terry, I am a 58 road physician considering retirement. My wife and I have no debt and our sons are..

I’m retiring soon after working for the federal government, our 401k is called tsp. Should I keep my tsp money..

Hi Terry, our 401k money market is paying less than 2%. We are retired and want to protect our money,..

Hello Terry, We have encountered an unexpected expense.,Around $3000. We are retired,Should I cash in stock or take money from..

Hi Terry…I reached Full Retirement Age. Do I need to know anything before I apply to start receiving benefits? Thanks

Terry What is your recommendation? Should the primary beneficiary be the spouse then the children per stirpes OR Primary be..

I’m retiring now, should I rollover all my 401k to a new custodian like Fidelity?

Hi Terry! Could you explain what the buy-ins (minimum $250,000) are all about at senior living facilities? I have heard..

Can these documents be done online: Transfer of Death, Living Will, Durable Power of Attorney, Power of Attorney for Healthcare,..

I’m a healthy 79 yr old and had invested with a bad financial advisor. I recently switched to a new..

I am considering cashing out an annuity account, taking the surrender amount, and want to roll it over into a..

Good afternoon Terry, I am currently receiving a civil service pension after retiring from the U.S. postal service. After my..