Financial Planning / Retirement Questions

Dear Terry, I became a widow almost 10 years ago and never remarried. I was 53 years old. I was..

Is an Indexed Universal Life a good choice as a retirement plan when you have 5-8 more years to work..

I have to take a required minimum distribution and was wondering if I should take it now or wait. Thank..

I am a 69 year old retired and very healthy nurse. I am divorced. Home is paid for (yipeee!!), new..

I have 30 year mortgage with an interest rate of 3.45%. My loan balance is $134K. My loan ends in..

Should I take out my 403B and roll in into an IRA for a higher interest return, while still working..

My wife and I are both retired (70 and 75 years old). We have 1 million in an IRA. Should..

My bank is asking for the Certificate of Trust. Is there actually a page that would be titled Certificate of..

Terry, I’m so nervous knowing that I don’t have a living trust and that my Will does not cover avoiding..

40 years ago, my previous employer offered a pension plan benefit. After a few years, the pension plan benefit was..

My brother and I are working with my sister (66 years, currently employed as a nurse practitioner at a small..

I checked on my investment fees and cost. There are a lot of hidden costs. My question is what should..

My spouse received 19,000 when he turned 59 from his retirement plan and didn’t tell me anything about it until..

I’m looking towards retirement in next 10 years . I have been listening to your shows and have enjoyed all..

I LISTENED TO YOU ON THE RADIO ABOUT WILLS….. 1. YOU MENTIONED IRREVOCABLE TRUST 2. CAN YOU RECOMMEND A PERSON..

My wife is a retired principal in Illinois and is turning 65 in March. She was told that her SSA..

I recently asked about my freedom 2030 plan but didn’t know how to reply to your question, you asked where..

Terry, Moving into retirement and want to rebalance our portfolio to reduce near term risk. With the run-up in equities..

I turned 72 on 12/25/22. I withdrew from my 401 K earlier in 2022 a total that would actually be..

Terry when I sell my home and buy a condo would it be wise to pay for my condo in..