Financial Planning / Retirement Questions

Hi Terry, I Love Love Love listening to you on John Williams and Lisa Dents shows. I needed to retire..

Hello. I have just retired with a pension from IMRF. I now need to decide whether to take a lifetime..

DO THE ANNUAL RETIREMENT WIHTDRAWAL SUMS RECIEVED AS PAYMENTS FROM AN ANNUITY ORIGINALLY PURCHSED WITH 401/IRA FUNDS COUNT AS RMD..

IN ANSWER TO A QUESTION I ASKED IN A PREVIOUS EMAIL…YOU ADVISED NOT TO NAME MY REVOCABLE TRUST AS THE..

I’m single with no dependents. I turn 70 early October and I’ve yet to apply for Social Security. I will..

Family member, age 76, received $300,000 retroactive compensation due to Agent Orange complications. Informed that it is not taxable. Member..

Hello! My parents have a home equity loan with a flexible rate. They have had the loan for a few..

I need around 16000.00 for both. I have 32,000.00 in my savings account. Should I use my cash or draw..

Hi Terry…Love hearing you on WGN, so informative, I have learned so much from you! You’re awesome!!! Per your advice….I..

Would value your opinion on continuing retirement communities. The one that I am looking at has an entrance fee

I’m in need of finding a financial advisor, for myself and my family. Any recommendations are very appreciated. Thank you..

Hi Terry I’ve been with Ameriprise for many years. I’m caring for my elderly parent’s out of town . I..

Presently I am using an account that does my taxes and also does my investments. Finally realized how much I..

Hi Terry, I am a 69 year old retired firefighter/paramedic with a downstate pension and a 457 deferred comp plan...

My 33 year old son needs a financial advisor, he lives in Mundelein, IL. He has a Roth IRA, an..

Can you tell me what is rules for a non spouse Inherited IRa. My mom died in dec 2O21. I..

At 76. Retired TSA from O’Hare who did your pat downs I need help with annuities. Do I surrender or..

I am married. My husband and I share finances. We are looking for a financial advisor match. The questions asked..

Hi Terry, My husband is retiring in the next 2-3 years, and we would like to start a business to..

My 84 yr. old mother recently sold her house and would like to give certain grandchildren a monetary gift. She..