Financial Planning / Retirement Questions

Hi Terry I’ve been with Ameriprise for many years. I’m caring for my elderly parent’s out of town . I..

Presently I am using an account that does my taxes and also does my investments. Finally realized how much I..

Hi Terry, I am a 69 year old retired firefighter/paramedic with a downstate pension and a 457 deferred comp plan...

My 33 year old son needs a financial advisor, he lives in Mundelein, IL. He has a Roth IRA, an..

Can you tell me what is rules for a non spouse Inherited IRa. My mom died in dec 2O21. I..

At 76. Retired TSA from O’Hare who did your pat downs I need help with annuities. Do I surrender or..

I am married. My husband and I share finances. We are looking for a financial advisor match. The questions asked..

Hi Terry, My husband is retiring in the next 2-3 years, and we would like to start a business to..

My 84 yr. old mother recently sold her house and would like to give certain grandchildren a monetary gift. She..

Hi Terry, I am 69 years old and have a Traditional IRA. My wife Peggy is 62 years old and..

My wife is working part time (10 hours a week) and does not contribute to a retirement program with her..

My financial consultant is charging 0.9% per year for as long as I want him from Fidelity. Is that the..

My wife and I are 62 years old and presently renting. In a year or 2, we’d like to buy..

Hi terry, We have about $500,000 invested in the market ,and have $650,000 in an old 401-k that we want..

I read your recent informative column on retirement accounts. i am retired, age 81. My wife,74, retired in 2022 but..

I think I heard you recommend someone to get the correct answers for social security problems. Wondering who it was..

At 80 years old, what is a better selection for investment, stocks, treasury bills, or bonds? Thank you.

I will be turning 65 this September. I only have 33 quarters paid in. I currently have a municipal pension...

My husband and I are retired. Our monthly disposable income is about $1000 less then would make us comfortable to..

All my Google searches on this topic lead me to a discussion of “early,” FRA, or delayed. But my question..