Financial Planning / Retirement Questions

Dear Terry Savage, I am in the process of consolidating my financial information and choosing a CFA for help. When..

I am 69, flight attendant and hope to retire within a year I have not looked at my 401k since..

My wife received a letter from a former employer of hers that she can start to receive her pension. She..

Terry, First off I want to thank you for all your helpful advice (I-bonds, T-bills). My husband and I have..

Have you ever heard of an investment office T.J. Stearns in Arlington Heights and if so do you have any..

I watched the AARP Estate Planning program on 10/14/2022. Why did you not mention a financial power of attorney as..

I viewed your webinar and you suggested that we start planning with a personal organizer checklist unfortunately, I was unable..

My wife received a letter from a former employer telling her that she can receive her pension. She can take..

Hi Terry – My wife and her brother inherited an IRA from their mom who recently passed away in which..

I know on your website you recommend finding a lawyer to set up a revocable living trust. How do I..

Hi Terry, I retired two years ago I have a little under 40,000 in my work 401k I have lost..

My daughter, age 36, just started a new job. Pay is $135k. She will contribute 12% to the retirement accounts...

Hi Terry, love your chats on WGN TV! We have a financial advisor that we have used for 10+ years...

Terry, I have an account with Edward Jones but because of their high fees I am thinking I should move..

I am receiving and taking a lump sum from my retirement fund and am thinking of putting $10,000 into a..

I a bear market a good time to convert IRA’s 401’s to Roth. Won’t the current low cost minimize the..

Hello I am 61 years old , i had $31,000 in my 401K account but in the last year ,..

Hi Terry, My mother past away at age 90 on Halloween of 2021. I inherited 1/3 of her traditional IRA...

Hi, Terry. I watch you all the time on WGN news and really value your knowledge. I have anywhere from..

Hi Terry my question is I started drawing Social Security in 2005 I waited six months after my birthday. I..