Financial Planning / Retirement Questions

need copy of document where you list all your assess in case for executor needs it when you die

I am 80 years old. What is the best way to save money for my children for after I pass?..

Hi, Terry! I’m 56 years old. I owe a little under 200,000 on my house, which is worth roughly 400,000...

I am 68 yrs. old and recently applied for social security benefits. My question is does SSA automatically assume you..

I struggled to find a financial advisor*and after interviewing several elected to move investments into Fidelity wealth management a year..

Considering rolling stocks into an annuity to draw extra income to buy a car. My account w/ Wintrust is at..

Hi Terry, I have about $950,000 in IRAs and also $200,000 in a savings account. Half of the IRAs are..

Hi Terry, I just set through your discussion on wills, trust and estate and thoroughly enjoyed it. My wife and..

I have a successful business and I just turned 70. Should I take my Social Security even though it will..

My wife will be retiring in 2 years. She has a 401A 401B besides a 20 year pension that she..

My mom passed in 2020 and my sister and I split 6 Annuities, each of us getting about $500,000. At..

Your thoughts on taking SS at full retirement age (not 70) as opposed to reducing a personal portfolio. My husband..

My father recently passed away and left me some money. I am a retired 61 year old teacher in IL..

In today’s column you mention retitling your home in the revocable living trust. Years ago our trusted estate planning attorney..

Terry, I’m not the person you spoke to on John Williams show Wednesday 7/12, but do have the same concern..

Terry, I called John Williams’ program today and asked the “exactly what date do I fill in online when applying..

Hello, I was wondering if you could talk about why there was a penalty when paying Medicare part B premiums..

The other day on WGN a women asked my husbands exact question and I can’t find the answer on your..

After the Aretha Franklin debacle we’ve decided we should probably have a will or trust. We are retired in our..

I may retire next year not sure yet. I have worked for this company for 22 years and they have..