Financial Planning / Retirement Questions

My wife and I have approximately $108,000 to pay on our home equity loan. It is a variable rate based..

Hi Terry! I am new to Medicare as of this year, September 2022. I am being charged a very high..

Hi. I am 77 and my husband is 93. Is it a good idea for us to buy these bonds...

Planning your Estate How can I get copies of the documents> Thanks

This is a two part question. I recently retired, and I have closed out my 401K. Fidelity wouldn’t do a..

I am 78 years old, am retired on Social Security, live alone, have no children or heirs, and am living..

Dear Terry, I don’t have a question. I just wanted to say how much I agree with your article in..

I am 60. I stopped contributing to my roth ira on a friends advice. Should I start contributing again

Hi Terry – I regularly listen to you on WGN and read your newsletter. My wife and I started taking..

Hi Terry. Thanks for your commonsense advice. My wife and I are always happy when we catch your segment on..

Does each spouse have their own revocable living trust using their own social security number or does one trust cover..

Both my husband and I have the Illinois Statutory Short Form Power of Attorney for Health Care. How is this..

I listen to you every week on the WGN John Williams show. I find it very interesting and informative. I..

My husband passed when I was 60. I began collecting my benefit at age 62 and was told by the..

Some people received an extra money from Social Security this month. It wasn’t a full payment. My boss and his..

I did listen to you on The Business Report with John Williams this past Wednesday. By any chance did you..

I will be 72 in May 2023. I understand my RMD set on Dec 31, 2022. Is that recalculated each..

I’m age 69 and planning on drawing my ss benefit at age 70. However, with the pending COLA for ss..

Please clarify what you said about what needs to be changed in a trust if you move to another state...

I have around 100,000 50/50 Income Fund of America 306 and Balanced Fund 311. Will rollover to my Fidelity 401k..