Financial Planning / Retirement Questions

Hi Terry I presently am receiving money from my parents that is deposited in a joint checking account under my..

My husband and I own various stock, some certicates, Some held by the company. The approx total value is $150000...

I am 78 years old, , and have a pension and social security. I am invested in Vanguard Wellesley fund,..

I have two inherited IRAs. My dad died in 2003 at the age of 78. I have been taking yearly..

Hi Terry, I want you to know you are THE BEST! I have my Mom (71) in Traditional Medicare A/B..

I am 67 my husband is 68, we have recently retired. We both are collecting our Social Security. We will..

I have retired from my job with a major grocery store. I had a 401k plan with them. Fidelity is..

Good morning, Terry. Thank you for considering our question. We recently received notice from the Social Security Administration that based..

Hi Terry, If I do a trust for my daughter, will she have to sign anything? I only ask because..

I have a financial advisor that charges me a monthly fee for my IRA, Roth IRA and TOD accounts. Until..

I sent a question earlier about my Roth 401(k) conversion. I should have indicated that I’m currently 56 years old,..

Will versus trust

Hi Terry. I am 39 years old and recently switched jobs. I have about $120k in my 401k from my..

I was listening to WGN as you talk to Jon today about taking money out once you’ve turned 72 I’m..

Hi Terry, Can you offer some advice regarding a difference of opinion between my wife and I? For some background:..

I turned 72 on 08/01/22 & have not started taking my rmd’s yet can I wait till I’m 73?

I have been getting widows social security payments since my husband died several years ago. I am still working part..

Hi Terry Savage, I listen to you on WGN on Wednesdays. My question is if my wife was on disability..

I’m 71 have 3 grown children but don’t have a will. What’s the best way to go? Thanks

How do I determine if a conversion is right for me? I ask my CPA and he seems puzzled. My..