Financial Planning / Retirement Questions

I’m 72 and my wife is 70. We were wondering the best way to find someone to help us set..

I currently own am retired and own a house with approximately a $90,000.00 principal balance. The interest rate is 3.00200%...

Hi Terry My wife is 66 and I am 58. I know your advice is always to wait until 70..

In May 2021 I received a letter from Social Secretary stating I owe $88,734 dollars because I was not entitled..

Hi, I would like to know if i have all my bank accounts, Investments, IRA’s Etc. named with a beneficiary..

My wife and I watched your video saying a trust is better than a will. It was very informative. A..

Just turned 50… Am I best served investing in company provided Roth IRA’s or 401k? Currently I do a 50/50..

Dear Terry, I became a widow almost 10 years ago and never remarried. I was 53 years old. I was..

Is an Indexed Universal Life a good choice as a retirement plan when you have 5-8 more years to work..

I have to take a required minimum distribution and was wondering if I should take it now or wait. Thank..

I am a 69 year old retired and very healthy nurse. I am divorced. Home is paid for (yipeee!!), new..

I have 30 year mortgage with an interest rate of 3.45%. My loan balance is $134K. My loan ends in..

Should I take out my 403B and roll in into an IRA for a higher interest return, while still working..

My wife and I are both retired (70 and 75 years old). We have 1 million in an IRA. Should..

My bank is asking for the Certificate of Trust. Is there actually a page that would be titled Certificate of..

Terry, I’m so nervous knowing that I don’t have a living trust and that my Will does not cover avoiding..

40 years ago, my previous employer offered a pension plan benefit. After a few years, the pension plan benefit was..

My brother and I are working with my sister (66 years, currently employed as a nurse practitioner at a small..

I checked on my investment fees and cost. There are a lot of hidden costs. My question is what should..

My spouse received 19,000 when he turned 59 from his retirement plan and didn’t tell me anything about it until..