Financial Planning / Retirement Questions

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.

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..