Financial Planning / Retirement Questions

I am a 74 y/o single woman who has lived with the same man for 54 years. We have a..

Thoroughly enjoyed your webinar this evening sponsored by the local Chicagoland libraries. My question has to do with a general..

I have added my adult children to my checking and savings accounts so in the event something happens to me..

I am 52 not married no children I have no debt car is paid off house is paid off 401k..

Hi Terry, I love to listen to you on WGN with Lisa Dent! I’m a 66 (67 in Nov.) year..

CAN YOU PLEASE TELL ME ALL FINANCIAL INVESMENTS THAT REQUIRE RMD WITHRWALS EACH YEAR, IS IT ONLY RELEVANT TO INVESTMENT..

Hi Terry, Love you and all of your helpful advice! I’m 48, I’ve been maxing out my 401k contributions since..

Hi Terry, I just turned 60 and am vaguely aware that there are things that one should be doing at..

Our financial consultant is saying that we need an annuity to provide income when we retire. I am 62 and..

Hi Terry. I am 66 and on social security . i have about 75 thousand dollars in my 401 k..

I am new to the personal finance sphere and discovered my educator 403b with Corebridge has a weighted expense charge..

I opened treasury direct as a sole owner. what advantage is there to adding my wife as a secondary or..

I work for Chicago public school I’m 56. I have a pension. But I’m leaving for another job do I..

You said something about moving them where today? If your tired of losing money. Im 65 and retired.

Ms. Savage, i retired from federal service 12/31/22. i have savings and my TSP. Your thoughts on whether to take..

Hi Terry! I am a 69 year old retired firefighter/paramedic. My wife and I each have a pension and are..

My spouse is 62 and I’m 80. Our financial advisor is suggesting that my wife purchase this insurance policy that..

Terry, My wife and I have about 400K in an IRA with a fiduciary here in AZ. We are unhappy..

Hi Terry – Next year I will have to take my RMD since I’ll be 73. Over the last few..

Daughter (50) and Son-in-law (49) have IMRF Pensions in Illinois. He is eligible to take pension in Sept. 2024. Have..