Financial Planning / Retirement Questions

I am 75yrs old, retired on limited income, ss, pension, annuity. I am considering redeeming $4000 with 10% held back..

Terry, I was hoping that you could provide me with some insight. I recently retired at 62 and have a..

My husband is in the early stages of dementia. I have trusted him completely in financial dealings but he no..

Hi Terry, My wife and I recently met with an attorney who specializes in estate planning. We have 2 adult..

Hello – I was planning on retiring in July 2023. I can retire this year or next. I will be..

Hello Terry! I am a Illinois high school teacher and plan to retire next year. I have met with the..

My mother created joint checking/saving accounts with her and my name on them. Upon her death I am told these..

I always thought I would wait until 70.5 to begin drawing benefits from SS. I am not sure I know..

Hi terry , thank you for taking my question, I’m just a construction guy who knows absolutely nothing about financial..

Must take significant RMDs from S&P 500 fund. Hate to do so since these are lower now. Does it make..

Is it better to take a lump sum and put it in 401k or take payments?

Instead of selling stock to meet a RMD, can the stock be transferred out of the IRA in kind, giving..

If I wait to retire until I an 75, what repercussions are there for not taking social security and Medicare..

How to handle market drops if you are required to make Required Minimum Distributions. We have TIP bond funds in..

My wife and I are 55 years old. I recently inherited $200,000.00. No credit card debt, we owe $70,000 on..

i am 87 I pay no fed tax. I have eebonds coming due and I already cashed some with interest..

Hi Terry, I’m 75 in good health but my husband is 86 and has alzheimers. I just put our house..

I was working at a company left in 2019 left a 401k up for $13,000 should I cash out or..

Good morning. I am selling my house and receiving about $180K in profit. I have a 457 plan which I..

My husband is a year away from retirement. He’s heavy into contributing to 401K Should he contribute less since we..