Financial Planning / Retirement Questions

My husband applied for SS when he turned 70 and I though once he applied I could apply for Spousal..

I have a Living Trust document that stipulates my home would go to my daughter with a right of first..

I divorced my husband after 48 years of marriage because of online love relationships. I didn’t want a dragged out..

Hi Terry. Unfortunately, we need to take a distribution of $20000. Before I request the distribution, is there a way..

Hi, Terry. I am 59 and hubby will be 62 in April. He retired in July 2022 and currently has..

Hi Terry – I’m hoping this is of general interest. Regarding the IRA cash bucket approach, others suggest holding anywhere..

Is ~1% of assets a usual and customary charge per year to manage assets?

Terry, Have you done an article about the pros & cons of setting up a Family Trust. We are concerned..

I receive a pension from my job (now retired). If my husband dies am I entitled to his social security?

I’m 65 and the more I try to lean about RMDS the more questions arise . Non spouce beneficiaries is..

Relocating and looking at taking a mortgage out or paying cash. Paying cash I would need to take some funds..

Is there an advantage for not paying off mortgage? I retired in 2023 and can pay off with my Roth..

Hi Terry, I just recently retired and my husband retired two years ago. We are looking for a reputable financial..

I currently ama a single 55 year old with a good job not enough pay but content but can’t seem..

Hi Terry I’ve followed u forever, & I thank you for sharing all of your understanding & knowledge. I’m 70..

Is there a source that I can reach out to verifying that I have covered my RMD’s for the coming..

Hello, I am 51 years old and have Deferred Comp Retirement plan 2035, through my employer. Should I invest more..

I don’t know if I should take money out and cash out my exelon stock that my mom bought for..

My husband is collecting his social security since 2013 when he turned 66, which is our main source of income...

Sorry Terry, I hit the wrong button and things disappeared. After listening to your broadcast today on 720 AM, you..