Financial Planning / Retirement Questions

My husband and I have been with our financial advisor, who worked for Waddell and Reed, for 20 years. We..

In your June, 2022 column on rollovers, you mention that I can only do one rollover/year. Can you clarify –..

Hello, thank you for taking my question. I told my daughter I would give her $30,000 towards her wedding since..

I have an approximately $18,000 401k that I no longer am contributing to due to my employer now offering a..

I have a 401K from my former employer with $17,900 in it however Fidelity says that only $12,500 is actually..

Hi Terry, after seen one of your video’s, It got me thinking. I started a living will with LegalZoom and..

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..