Financial Planning / Retirement Questions

Terry, I am a 58 road physician considering retirement. My wife and I have no debt and our sons are..

I’m retiring soon after working for the federal government, our 401k is called tsp. Should I keep my tsp money..

Hi Terry, our 401k money market is paying less than 2%. We are retired and want to protect our money,..

Hello Terry, We have encountered an unexpected expense.,Around $3000. We are retired,Should I cash in stock or take money from..

Hi Terry…I reached Full Retirement Age. Do I need to know anything before I apply to start receiving benefits? Thanks

Terry What is your recommendation? Should the primary beneficiary be the spouse then the children per stirpes OR Primary be..

I’m retiring now, should I rollover all my 401k to a new custodian like Fidelity?

Hi Terry! Could you explain what the buy-ins (minimum $250,000) are all about at senior living facilities? I have heard..

Can these documents be done online: Transfer of Death, Living Will, Durable Power of Attorney, Power of Attorney for Healthcare,..

I’m a healthy 79 yr old and had invested with a bad financial advisor. I recently switched to a new..

I am considering cashing out an annuity account, taking the surrender amount, and want to roll it over into a..

Good afternoon Terry, I am currently receiving a civil service pension after retiring from the U.S. postal service. After my..

Hi Terry, I contribute the maximum amount allowed on my employers 401(k) and Roth 401k. I also contribute a certain..

Hello Terry, I have a full-time job but also work as a freelance musician during my spare time, which generates..

I’m a federal employee still working turning 65 in June. When I retire I will be able to keep my..

How do I check the credentials of a financial planner

My wife and I have recently experienced an unexpected financial windfall when her only brother passed away unexpectedly and left..

Thank you ahead of time! I’m going to retire any day now, however I was thinking of converting 401k to..

I am a 67 yr old divorced female employed full time with medical benefits Retirement goal is about 70 yrs..

I moved half of my savings $ 1.3 to MS being managed, and $500k under my control. I am 60..