Financial Planning / Retirement Questions

I read your recent informative column on retirement accounts. i am retired, age 81. My wife,74, retired in 2022 but..

I think I heard you recommend someone to get the correct answers for social security problems. Wondering who it was..

At 80 years old, what is a better selection for investment, stocks, treasury bills, or bonds? Thank you.

I will be turning 65 this September. I only have 33 quarters paid in. I currently have a municipal pension...

My husband and I are retired. Our monthly disposable income is about $1000 less then would make us comfortable to..

All my Google searches on this topic lead me to a discussion of “early,” FRA, or delayed. But my question..

need copy of document where you list all your assess in case for executor needs it when you die

I am 80 years old. What is the best way to save money for my children for after I pass?..

Hi, Terry! I’m 56 years old. I owe a little under 200,000 on my house, which is worth roughly 400,000...

I am 68 yrs. old and recently applied for social security benefits. My question is does SSA automatically assume you..

I struggled to find a financial advisor*and after interviewing several elected to move investments into Fidelity wealth management a year..

Considering rolling stocks into an annuity to draw extra income to buy a car. My account w/ Wintrust is at..

Hi Terry, I have about $950,000 in IRAs and also $200,000 in a savings account. Half of the IRAs are..

Hi Terry, I just set through your discussion on wills, trust and estate and thoroughly enjoyed it. My wife and..

I have a successful business and I just turned 70. Should I take my Social Security even though it will..

My wife will be retiring in 2 years. She has a 401A 401B besides a 20 year pension that she..

My mom passed in 2020 and my sister and I split 6 Annuities, each of us getting about $500,000. At..

Your thoughts on taking SS at full retirement age (not 70) as opposed to reducing a personal portfolio. My husband..

My father recently passed away and left me some money. I am a retired 61 year old teacher in IL..

In today’s column you mention retitling your home in the revocable living trust. Years ago our trusted estate planning attorney..