Financial Planning / Retirement Questions

I am 63yo living on social security- I received the fist payment in February 2022. I recently inherited approximately $400,000...

Hi Terry. Been dragging my feet because I’m so nervous about how to mobilize a small standard pension. Im a..

Hi Terry, when my company switches to the corporate rate my pension is projected to lost between $120k to $200k.currently..

My husband and I have wills. If we create revocable living trusts will the trusts automatically supersede the wills?

You mentioned a website “wealthgram.com” in your talk but when I search for it, it’s a website name for sale...

I was given stock shares in my medical device company over the last few years And it was just bought..

Would it be possible for you to refer me to someone for establishing trusts and estate planning. Preferably someone in..

I just bought 10,000 dollar I bond. I am a 63, widowed with 2 adult children, I live in NY,..

My husband passed away in 2013, can I collect his Social Security when I turn 62? I am still working..

I am 70 and retired. My IRA was invested in an Ameritrade account and is loosing ground quickly. I have..

My wife and I have approximately $108,000 to pay on our home equity loan. It is a variable rate based..

Hi Terry! I am new to Medicare as of this year, September 2022. I am being charged a very high..

Hi. I am 77 and my husband is 93. Is it a good idea for us to buy these bonds...

Planning your Estate How can I get copies of the documents> Thanks

This is a two part question. I recently retired, and I have closed out my 401K. Fidelity wouldn’t do a..

I am 78 years old, am retired on Social Security, live alone, have no children or heirs, and am living..

Dear Terry, I don’t have a question. I just wanted to say how much I agree with your article in..

I am 60. I stopped contributing to my roth ira on a friends advice. Should I start contributing again

Hi Terry – I regularly listen to you on WGN and read your newsletter. My wife and I started taking..

Hi Terry. Thanks for your commonsense advice. My wife and I are always happy when we catch your segment on..