Financial Planning / Retirement Questions

Government Retiree since 1/31/22 and not getting correct retirement pay through Office of Personnel Management. Do you have any ideas..

Hi Terry, I’m a single 54yo. Should I payoff a mortgage early or should I put the extra payments towards..

My mom passed away this January at the age of 88 years young. She did not update the beneficiary on..

Hi Terry, I’m turning 62 in July and currently collecting a police pension. The 22 years working as a police..

Having just starting to take social security benefits, I want to move my 401K portfolio in increments to lessen the..

My husband at 91 gets Social Security monthly. Would I be entitled to his Social Security at his death? I..

I am 73 and my portfolio is as follows: Equities: 78.97%, Fixed Income 17.6%, Cash 7.147% I am worried that..

I’ve heard you speaking about long term care costs and insurance on WGN radio. I thought I heard that this..

Hello Terry, First of all, thank you for all you do helping people with their financial questions and concerns. I’m..

I began taking RMD last year. Is there a benefit for taking additional Traditional IRA funds – over and above..

I have a IRA at vanguard and one a Edward Jones. Should I combine them into one and if so..

I have not rexceived a letter from SS but after reading your article, I am a bit worried I may..

can I get both my teacher retirement benefit and social security???

I turned 72 in December 2022. Do I need to take an RMD by April 1st of 2023 ??

I have a mutual fund account that is not a IRA, can I sell it then transfer it to IRA..

I heard you on WGN today answering question about a $30,000 (I think) windfall and you advised the person put..

My husband passed. His name on checking still. I want my niece to be executor/beneficiary. Do I have checks printed..

I handle my moms accounts. She is 86 years young. She has 2 mil in stocks/ bonds with UBS. They..

I have three ira accounts with various amounts in them, none have made much interest. I do want to combine..

I have a financial adviser that started out as my CPA (for my business and person) year ago. Over the..