Financial Planning / Retirement Questions

I have a traditional IRA with Morgan Stanley Is there a way to avoid the required withdrawal when I reach..

We are 66 and 73 years old. We have a $360k mortgage. It is 6.9% interest Should we try to..

You mentioned sometime back about a different type of will other than a trust or conventional and stated it was..

I don’t have a lot of money saved for retirement. Is buying a 2 or 3 flat building a good..

My financial advisor wants to place 1/2 of my investments into a fixed index annuity. I told her you were..

I just opened a Roth IRA with Fidelity. I’ve invested in some REITS like KIM, KIM and VNQ and ETF..

Does capitol gains need to be paid when gifting the profit to grandchildren? Any thing special to be done ?

I am 77 years old and have my investments with Edward Jones. 100% in Equities. My husband said he read..

Terry: I have a special needs son and I am setting up a Special Needs trust. also, a trust for..

Hi Terry, I love listening to your guidance on WGN radio during the week. I am 46yo and owe about..

Hi Terry, My daughter and I saw you this afternoon at the Cornerstone shop in Lake Geneva. Thank you for..

If I can only afford to invest $18,000/year, should I put it all in my 403B or should I divide..

Hi Terry, I received $6,500 for my refund. I recently bought a condo in Chicago that needs renovations. Would you..

Hi Terry, I hope to retire in the next year or two. I am 66 1/2. I only have about..

Terry, I plan on Retiring at the end of June or early July 2025. I am concerned about taking the..

Is it important to have a pour over will when you set up a revocable trust?

Hi Terry, I am retiring in early June and will be getting an IMRF pension, that will pay me a..

Hello Terry, I read you column on the Orlando Sentinel. Should I start taking money from my retirement savings plan..

Hi, I was wondering if it would be wise to transfer my old work 403B that’s about 30000.00 to a..

i HAVE $52000.00 IN A TRADITIONAL IRA THAT MATURES ON JULY 5TH… I’M 72 YEARS OLD… WHAT SHOULD I DO..