Financial Planning / Retirement Questions

What is the website that will help maximize your SS benefits? I believe it costs $35? Thanks

I’m 81, own my own small home in Waukegan..no debt. My $550K with Morgan Stanley continually loses money (they say..

Hi Terry, I have 3 traditional IRAs, with Fidelity, Edward Jones, and Vanguard – total portfolio value is about $275,000...

What is your opinion of the following: (I am 80 and do not need the funds as pension and SS..

My husband and I purchased a home (primary) in 1994. My husband passed in 2022. When I sell my house..

My 94 year old father is considering moving back to Illinois to be closer to family. HIs estate is worth..

I was listening to you today on WGN radio talking about bank IRA CD’s. I am 74 years old and..

Can you recommend a good financial planner in the zip code area of il. 60108.

I trust and appreciate you and your advice over the years. I’m 61 yrs. old, receive $65K in state pension..

Hi Terry, Love you so much and your advice. I listen on WGN, you are awesome. I’m 56, going to..

My parents are ages 90 and 91 and need to move to assisted living soon. We would like to sell..

I’m a 54 year old single woman. My gross salary is $85K/year. I have a Vangaurd IRA that was a..

I am a single women and was hoping to semi retire in 2 years but I just got laid off..

Is there a limit on how much you can gift? The stock was purchased approximately 25 years ago and has..

Terry, my mother died a few years back and left me and my siblings a stock and cash portfolio around..

Our retirement assets have grown significantly over the years. Our traditional IRA RMD’s must start in 2024. Has there ever..

Hi Terry, I am 68. My wife is 64. We are both retired teachers presently living off our 401K from..

On WGN you often reference a service available for $35 to review a person’s SS profile. I can’t find the..

I signed up for my company’s 401 K… I was alond to sign up online. I also have a union..

Good Morning, I received a letter form SSA Office of Quality Review stating that I have been chosen by random..