Financial Planning / Retirement Questions

Hi Terry In 2020 as part of my healthcare program, my insurance company offered a Healthy At Home Webcast Network..

My mother died and left paper series E savings bonds registered under her name and my adult daughter. All bonds..

All my accounts have PODs listed and my house has a TODI registered with the state of IL. My daughter..

Hello Terry, I am a 63-year-old single male. I do not have children and have one sibling and 2 nieces)...

Can an individual who is over 73 years old and taking RMDs, continue to transfer money from an IRA to..

My wife and I are considering a move to a retirement community, I am 76 and my wife is 74...

I messed up. My realtor friends said my house would sell in a minute. I bought another house- I rented..

I am a retired FiireFighter from Chicago. My question is about the pension offset. I know about the wep and..

Your column in today’s paper mentions the Personal Financial Organizer but I cannot find it on your home page. What..

Do I need an attorney or financial advisor to setup a Family trust to start generational wealth

I put 22% of every paycheck into my 403B. For 2023 the total amount was $21107. It doesn’t leave me..

I have 2 questions, please. I’m retired, living on soc. sec. & a pension. 1. if I take money out..

My husband and I own stock shares some held by us and some in certificate form. How can these transfer..

Happy New Year! I will be 70 1/2 at the end of July and am retired and not employed. Am..

My husband and I have had funded, individual revocable trusts since 1990. Currently are assets are split 60% in my..

HI Terry, I recently saw a financial advisor (fiduciary). He looked at all my assets, gave me a few suggestions..

I received in the mail a flyer offering a free 6 hour course at a local college. The course is..

How can I make sure my son‘s wife gets nothing after I die that I have worked for all my..

Can you explain these 2 types of social security and what a surviving spouse over 60 would receive at retirement..

I’m retired and 75 plus in age. I have a good income and assets, no spouse or children. I’ve never..