Financial Planning / Retirement Questions

At age 55 may I know what blend of investment portfolio do you recommend at this time? Is it conservative..

You stated on WGN radio that a surviving spouse is not entitled to the higher benefits the deceased spouse received..

Hi Terry, I recently left my job as a Care Giver, after almost 6 yrs., with an agency due to..

Good morning, Terry: I was wondering if you have any recommendations on an Estate, Elder Law attorney in the DuPage..

Hi Terry, I am 66(BD Oct.) and my wife is 65 (BD July).I read different recommendations as to when one..

Ages 93 ,& 81. Close to losing sr freeze due to ss increase & rmds. Should I just take a..

I’m 65, still working ft, where should i invest $300k for my best return so I can retire in 3..

My husband and I made out a will 25 years ago living in a different house. Dividing up our assets..

CHARLES SCHWAB, 189.440.5 AMOUNT. IT DECREASE FROM WHERE IT WAS. should l put in money market, OR CD in a..

Hi Terry, I enjoy your column in my Sunday Hartford Courant. I am retiring at age 60 in June. I..

Hi terry I plan to start taking SS at age 67 I was born on 1/19/1960 how early should I..

My wife and I are both on Social Security. When one dies does the surviving spouse lose the spouse who..

They want to offer me a annuity when I retire on my savings with them should I cash out or..

My wife and I are both 70 years old. I received spousal benefits from her until I reached age 70..

Selling small business which will net over 1 million. Where should I put this money until I talk to good..

I’ve been contributing to a 403(b) roth account with my employer. I will be retiring soon and just heard that..

Hello Terry, Thank you most sincerely for your thoughts and advice in this matter. I was a union carpenter for..

Dear Terry, I heard about something called a “Legacy CGA” as a way offset some of my RMD and provide..

Hi- we have a trust made in Illinois. We want to update it. We live in Wisconsin now. Do we..

I must take Distibutions next year, I’m of THAT age. Money is with a firm. IRA account and stocks. Should..