Financial Planning / Retirement Questions

Good morning- do you or your firm look at peoples assets and give advice if needed? I need a good..

Hi Terry, My pension check will stop when I am no longer here. I want to set up an account/fund..

I have $30,000 currently in savings account. Can you recommend how to invest it? I am 86 years old planning..

Terrry, I am 70 and semi retired. I have a traditional IRA with about $161 k. has lost 30 k..

Where is the best place to invest $3,000 of RMD funds which is the amount my husband earned this year..

Can you tell me about transfer of property upon death. Is this something that you recommend or is it case..

My significant other, Mort, and I were together 38 years.. he passed away in July 2021. I was the trustee,..

My husband and I will start collecting social security in five years at the age of 65 for each of..

Hi Terry, I inherited a traditional IRA from my Dad who passed away this year at age 86. I am..

Hi Terry, I have been on SS Disability since 2008. I hope to receive a lung transplant soon, after which..

Our financial advisor suggested we consolidate all our 401k’s, IRA’s, stock funds, bank accounts in their company to get a..

Hi Terry, I have $3,500 left to contribute to my IRA account for 2020, If I deposit this money in..

Terry, what is your opinion of a “Flexible premium fixed index deferred annuity”? A financial consultant recommended that I transfer..

I am 68 yrs. I am divorced after 20 yrs of marriage. I currently receive my own SS benefits. Can..

Hi Terry: I’m 69 and retired, and I pulled out $220,000 this year from my traditional IRA to buy a..

My husband recently received a years salary severance after being let go due to reduction in workforce. We are wondering..

Hi Terry. My wife and I each contributed $7,000 ($14,000) to our Roth IRA accounts at the beginning of 2022...

Terry, I think I am in a corner but I will ask. I am 72. spouse is 71. we have..

Is consideration being given to waiving the RMD requirement for 2023 due to the poor performance of the stock markets..

Terry I disagree with the advice in your column today about when to start taking social security. You say that..