Financial Planning / Retirement Questions

Can you direct me to books/sites/materials so that I might plan efficiently? I feel I need a plan before reaching..

Good morning, Terry! First of all, I enjoy watching and listening to your advice on WGN! I worked on our..

Hi Do I need a Will is both of my children are 50/50 stated on my house deed & my..

Terry, I’m an commercial investor and I have the opportunity to purchase a few more properties. I don’t want to..

I am retired now but had a 403b plan in which there is $23,000 just sitting (I will not embarrass..

I have 1,230,000. 00 currently in my 401 , i have 1.1 million in cash both in Vanguard, would it..

Hi Terry- I recently left a firm where I had a small pension cash balance amount ($25k). I would like..

AS A (nearly 90-year-old widow living with a son -have 2 other kids …… wonder if I need A will..

I will be 72 this year. When it”s time to start my required distributions my new advisor said I should..

So I have a contract annuity with Lincoln Financial that is set to expire in late March (this month) Should..

At age 55 may I know what blend of investment portfolio do you recommend at this time? Is it conservative..

You stated on WGN radio that a surviving spouse is not entitled to the higher benefits the deceased spouse received..

Hi Terry, I recently left my job as a Care Giver, after almost 6 yrs., with an agency due to..

Good morning, Terry: I was wondering if you have any recommendations on an Estate, Elder Law attorney in the DuPage..

Hi Terry, I am 66(BD Oct.) and my wife is 65 (BD July).I read different recommendations as to when one..

Ages 93 ,& 81. Close to losing sr freeze due to ss increase & rmds. Should I just take a..

I’m 65, still working ft, where should i invest $300k for my best return so I can retire in 3..

My husband and I made out a will 25 years ago living in a different house. Dividing up our assets..

CHARLES SCHWAB, 189.440.5 AMOUNT. IT DECREASE FROM WHERE IT WAS. should l put in money market, OR CD in a..

Hi Terry, I enjoy your column in my Sunday Hartford Courant. I am retiring at age 60 in June. I..