Financial Planning / Retirement Questions

Terry, I’m not the person you spoke to on John Williams show Wednesday 7/12, but do have the same concern..

Terry, I called John Williams’ program today and asked the “exactly what date do I fill in online when applying..

Hello, I was wondering if you could talk about why there was a penalty when paying Medicare part B premiums..

The other day on WGN a women asked my husbands exact question and I can’t find the answer on your..

After the Aretha Franklin debacle we’ve decided we should probably have a will or trust. We are retired in our..

I may retire next year not sure yet. I have worked for this company for 22 years and they have..

My husband and I wonder where we should take our money out from to do a major remodel on our..

How do I research a new financial advisor. My current advisor that I have been with for a very long..

I listen to you each Wednesday on John Williams radio show, which I look forward to as you explain topics..

Hi Terry. Real enjoy listening to you on WGN AM720. I will be retiring from the railroad in about 8..

What’s a fair price for a will / trust…I don’t want my family to go to probate…I received a price..

Hi, I turn 72 on Dec.19th of this year. Do I have to take the first mandatory distribution before the..

My wife and I financed our condo in joint tenancy, she died in 2021. I have 4 years on the..

Hi and thank you in advance. I’m agonizing over a choice I have to make about my pension. The decision..

Terry, I have 400k with a fiduciary. I’m 64 years old female. My home is worth 800k. I have NO..

Stopped working in May, bad situation with company 35 years at same company. collecting a pension, how much tax should..

Hello I had a 403B from my last job and they sent me paperwork to put it in an retirement..

I will be 70 in 10/23. I recently applied for benefits. An ind from SSA explained I have 3 options;..

Hello Terry, I’m sorry for this repeat question. I asked about a financial advisor and you gave me the name..

I am thinking about buying some property and want to know how much I can withdraw from my 401k without..