Financial Planning / Retirement Questions

I am about to turn 591/2. We have over $300k in our 401k. I am thinking about taking some of..

Thank you for helpful advice earlier when I inquired about giving me access to my husbands IRA’s as he has..

Hi Terry I submitted a request to have 50% of my bonuses deposited into my company 401k account, pre-tax. I..

Hi Terry, My wife and I are retired teachers with a good pension. We are both 72 and can’t decide..

As a retired couple, age 70 & 69, with $1.3 in a retirement portfolio, how would you recommend the investment..

Hi Terry, My wife and I are retired. I had been self employed and funded SEP IRAs. We have had..

Bad things happen in life.I worked hard for 50 years.I saved my money and built wealth.Now Retirement,Divorce and now Cancer.How..

In your column in the Chicago Tribune some months ago I thought you said to sign up for Medicare Part..

Hi Terry-will be 59 soon. Have 400k in IRA rollover from divorce. Don’t have much in liquid assets. Have a..

When I retire in a year or so, I would like to put my 401-K funds in an annunity. However..

My husband worked for the State of Illinois from 1985 to 1996. He is vested and entitled to a small..

My birthday is 7/12/1952 What is the date I should take my social security to receive the largest amount

Hi Terry I’m going to be seventy in August, my wife is five years older. She took her social security..

I sold my business after 17 years. At 57 years old. Where would you suggest I put the Cash I..

Having a hard time getting a definitive answer on this. Please help. My husband is retiring early at age 60..

Hi Terry: I am 55 , currently max out my 401k with catch up contributions. now $27000. Should I use..

Hello, Terry! We recently downsized. We have about $150,000 to $200,000 that we would like to invest in something. My..

I will turn 65 in Dec 22. My husband will turn 69 in Oct 22. He takes his Social security..

My husband is 84 and I am 76. He receives Social Security and I have IL Teacher’s Retirement benefits. If..

As a 22 year old adult who works part time I want to save a few checks do you have..