Financial Planning / Retirement Questions

My wife and I are both 70 years old. I received spousal benefits from her until I reached age 70..

Selling small business which will net over 1 million. Where should I put this money until I talk to good..

I’ve been contributing to a 403(b) roth account with my employer. I will be retiring soon and just heard that..

Hello Terry, Thank you most sincerely for your thoughts and advice in this matter. I was a union carpenter for..

Dear Terry, I heard about something called a “Legacy CGA” as a way offset some of my RMD and provide..

Hi- we have a trust made in Illinois. We want to update it. We live in Wisconsin now. Do we..

I must take Distibutions next year, I’m of THAT age. Money is with a firm. IRA account and stocks. Should..

We currently live in a mobile home park unfortunately. I will be 64 this year and my husband retires in..

My wife and I own our house(no mortgage), have no outstanding debt and cash in the bank. We have S-IRA..

I just sold a house,$37,000 profit, I own my home, where to put money for investment

I just learned that I will have to take RMD’s out of my 403(b) roth account. Is this true? If..

I receive a salary plus commission in my current position. My commission is usually more than my salary I’m wondering..

In Charles B. Carlson’s book “The Little Book of Big Dividends” he states that Essential Utilities (formerly Agua America) has..

I will be turning 70 years old at the end of May. I am currently receiving Social Security spousal benefits..

I have to take my first rmd this year and don’t need the money what can I do with it...

Can you recommend someone? My husband thinks he can do this through books by Susie Orman. We know he’s delusional...

I think you are an amazingly brilliant accomplished woman. I need to create an estate plan and trust and am..

I have 550,000 in a traditional IRA and 50,000 in a Roth IRA. I’ll be 71 in May this year...

Hi Terry. I have heard it widely said that we should avoid taking social security before 67 (unless we have..

My mother wants to give early inheritance to children and grandchildren. Are there limits and rules. Thank you.