Financial Planning / Retirement Questions

Terry, I became a widow this year and I am still working full time at turned 72 in November. I..

If diversity in your portfolio holdings is a good idea, why would consolidating your retirement accounts with one custodian also..

I have a large amount of money in an account with my financial advisor. Anytime I take money out I..

Terry I read your response to your reader about converting a traditional IRA to Roth to avoid tax consequences. I..

Hello Terry, Happy Holidays! My wife and I are both 65 years old and retired. We have most of our..

My wife and I are 70 and will be buying a new home in the next two years. My question..

I will be inheriting a 1/3 of my father’s estate once his house sells in the beginning of 2023. I..

both spouses worked now age 79.He is working part time she is retired, his ss benefit=2500.00 hers is 1200.00 now..

I am a retired teacher in Illinois with 17 years of teaching and receive a state Teacher’s Retirement. I also..

What is the best way to invest a recent unexpected cash input (over $100,000) while in retirement? My spouse and..

Good morning- do you or your firm look at peoples assets and give advice if needed? I need a good..

Hi Terry, My pension check will stop when I am no longer here. I want to set up an account/fund..

I have $30,000 currently in savings account. Can you recommend how to invest it? I am 86 years old planning..

Terrry, I am 70 and semi retired. I have a traditional IRA with about $161 k. has lost 30 k..

Where is the best place to invest $3,000 of RMD funds which is the amount my husband earned this year..

Can you tell me about transfer of property upon death. Is this something that you recommend or is it case..

My significant other, Mort, and I were together 38 years.. he passed away in July 2021. I was the trustee,..

My husband and I will start collecting social security in five years at the age of 65 for each of..

Hi Terry, I inherited a traditional IRA from my Dad who passed away this year at age 86. I am..

Hi Terry, I have been on SS Disability since 2008. I hope to receive a lung transplant soon, after which..