Financial Planning / Retirement Questions

Hi Terry, I contribute the maximum amount allowed on my employers 401(k) and Roth 401k. I also contribute a certain..

Hello Terry, I have a full-time job but also work as a freelance musician during my spare time, which generates..

I’m a federal employee still working turning 65 in June. When I retire I will be able to keep my..

How do I check the credentials of a financial planner

My wife and I have recently experienced an unexpected financial windfall when her only brother passed away unexpectedly and left..

Thank you ahead of time! I’m going to retire any day now, however I was thinking of converting 401k to..

I am a 67 yr old divorced female employed full time with medical benefits Retirement goal is about 70 yrs..

I moved half of my savings $ 1.3 to MS being managed, and $500k under my control. I am 60..

Hi Terry, My husband will be retiring in 2025. We are both in our 50s and need to find a..

Both my husband and I are 58 and retired, on good pensions. Our home, valued at over $440,000 will be..

Hello, Terry. I have $50,000 matured E savings bonds and have to take $15, 000 RMDs. I’d like to get..

I’m 70 years old and have a retirement fund at work although it is not a 401(k) it’s mutual funds..

My husband passed away in 2013. I am still working but was hoping to collect his SS. At what age..

Hi Terry, My Mom and Dad were married for 32 years. They got divorced in 2010. He remarried and she..

We have 2 children. Our will specifies that our estate will be divided equally between the 2. Do we need..

Hi Terry! I bought and ran the Maximize my SS program you recommend, however, I don’t know how to read..

Terry, I am about to retire and have a 401(k) account with T. Rowe Price and am considering rolling over..

I am 57 and retired with full Illinois Teacher Retirement Pension at age 55. Soon after I retired I rolled..

Hello I retired with a pension at age 59 and was rehired as a contractor and still working. My pension..

I decided to take my deceased husbands SS (so not lost) until I reach age of 70; I am 67..