Financial Planning / Retirement Questions

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..

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..