Financial Planning / Retirement Questions

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..

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..