Financial Planning / Retirement Questions

I am receiving a fairly generous pension and have a large sum of money in a deferred comp. fund. My..

I have transferred my IRA from LPL to Schwab. No problem. I am now attempting to transfer my Investment account,..

Hello Terry, I really enjoy your segments on WGN, I often see you refer people to the NFCC. I was..

Hi Terry, I have been blessed to be named beneficiary of estates from my grandmother, aunt and uncle. This included..

I turn 72 in December of this year. Am I needing to start taking mandatory distributions by the end of..

I am a 74 y/o single woman who has lived with the same man for 54 years. We have a..

Thoroughly enjoyed your webinar this evening sponsored by the local Chicagoland libraries. My question has to do with a general..

I have added my adult children to my checking and savings accounts so in the event something happens to me..

I am 52 not married no children I have no debt car is paid off house is paid off 401k..

Hi Terry, I love to listen to you on WGN with Lisa Dent! I’m a 66 (67 in Nov.) year..

CAN YOU PLEASE TELL ME ALL FINANCIAL INVESMENTS THAT REQUIRE RMD WITHRWALS EACH YEAR, IS IT ONLY RELEVANT TO INVESTMENT..

Hi Terry, Love you and all of your helpful advice! I’m 48, I’ve been maxing out my 401k contributions since..

Hi Terry, I just turned 60 and am vaguely aware that there are things that one should be doing at..

Our financial consultant is saying that we need an annuity to provide income when we retire. I am 62 and..

Hi Terry. I am 66 and on social security . i have about 75 thousand dollars in my 401 k..

I am new to the personal finance sphere and discovered my educator 403b with Corebridge has a weighted expense charge..

I opened treasury direct as a sole owner. what advantage is there to adding my wife as a secondary or..

I work for Chicago public school I’m 56. I have a pension. But I’m leaving for another job do I..

You said something about moving them where today? If your tired of losing money. Im 65 and retired.

Ms. Savage, i retired from federal service 12/31/22. i have savings and my TSP. Your thoughts on whether to take..