Financial Planning / Retirement Questions

Listened to your excellent Aetna Medicare presentation today and have a question regarding successor trustees. Both my spouse and I..

Does everyone named in a revocable living trust get a copy and know what everyone else gets? If so, can..

Does the VA have a successor trustee for my revocable living trust ? I don’t know who I should use..

I just listened to your talk for Aetna and got some good information. Thanks I have been told I can..

I am 77, live alone. My sister lives in Germany with most of my relatives. I just watched your 40..

Do you know the reputation/credentials of Steve Charlton Wisdom Financials

I was able to view yesterday’s video. I have a daughter who is 56 years old and has been diagnosed..

Taking a chance that you or one of your staff might be able to answer a SSA benefit question for..

Hi Terry, My husband will be 65 on March 5th, 2023. He is going continue to work until he is..

Regarding your webinar yesterday, October 14, that we saw from the Aetna link, where can I get the forms needed..

Dear Terry Savage, I am in the process of consolidating my financial information and choosing a CFA for help. When..

I am 69, flight attendant and hope to retire within a year I have not looked at my 401k since..

My wife received a letter from a former employer of hers that she can start to receive her pension. She..

Terry, First off I want to thank you for all your helpful advice (I-bonds, T-bills). My husband and I have..

Have you ever heard of an investment office T.J. Stearns in Arlington Heights and if so do you have any..

I watched the AARP Estate Planning program on 10/14/2022. Why did you not mention a financial power of attorney as..

I viewed your webinar and you suggested that we start planning with a personal organizer checklist unfortunately, I was unable..

My wife received a letter from a former employer telling her that she can receive her pension. She can take..

Hi Terry – My wife and her brother inherited an IRA from their mom who recently passed away in which..

I know on your website you recommend finding a lawyer to set up a revocable living trust. How do I..