Financial Planning / Retirement Questions

Hi Terry, Last Year we had to pay federal taxes $3000. With my husband’s increase in salary this year(last year‘s..

Hi, Terry spoke of a SSI expert, and a bool or computer program to better know benefits. He said Social..

Is there a dependable breakeven analysis to determine when one takes Social Security payments? I am 65 and my “full..

Hi Terry, I am getting ready to retire and want to know should I split my 401K savings between two..

Hello Terry, I am 73 yrs. old, and retired. Is it to late for me to invest in an index..

My taxes went sky high when I took money out of IRA to buy condo for daughter. It increased my..

Hi Terry, My question is..if I put my sibling on one of my bank accounts as a beneficiary and I..

Son got job at UIC that offers SURS retirement benefits. Initial sign up is confusing…is there a resource(s) that clear..

Hi Terry, I am a single mother of a 16 year old and her father claimed her on his taxes..

Terry, My wife and I recently sold an inherited house. After commissions and fees we have $130,000. We are unsure..

Terry, I am 60 and my husband is 61. We are self employed. Historicaaly my husband to a bigger paycheck..

My wife and I are in our late 60s and want to move into a new home and avoid a..

Terry, I just recently signed up for my full Social Security at age 70. As a matter of fact I..

Guideline for investing after selling vacation home — stock, savings bonds, long-term care insurance, annuities, dollar vs. euro currency…?

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..