Financial Planning / Retirement Questions

It will be 3 years since I left my old company and I’m ready to move on. My current holdings..

I have a small amount of money split between a Roth and Traditional IRAs with American Funds. In the last..

I don’t know if you can answer this, but maybe you can comment. My sister got a trust. She wanted..

If I leave a 401k or iRA to a trust i have set up for my disabled ( blind )..

Hi Terry. My wife is retiring in a few months and we’re looking for advice on rolling over her 401k...

You said you’ve never heard of a retired person with too much money? That’s me. I was raised by a..

terry, Im 55 and have over $1.0m in my ira. I don’t have a will or living trust yet, my..

What to do Terry, we are in financial trouble, we are 72 and had only $40K in 2 IRA’s. We..

I will be 73 in February 2024. My financial person told me I should withdraw his year because I would..

Terry: If my 69 year old wife begins collecting her social security (about $900 / month) now: 1.) Will she..

Hi Terry, My financial advisor at Vanguard suggested I put in $7,000 into my IRA which is now at $38,000..

Hi Terry, I’m age 62 and thinking of retiring at 65 and collecting Social Security. I had some health issues..

Hi Terry I presently am receiving money from my parents that is deposited in a joint checking account under my..

My husband and I own various stock, some certicates, Some held by the company. The approx total value is $150000...

I am 78 years old, , and have a pension and social security. I am invested in Vanguard Wellesley fund,..

I have two inherited IRAs. My dad died in 2003 at the age of 78. I have been taking yearly..

Hi Terry, I want you to know you are THE BEST! I have my Mom (71) in Traditional Medicare A/B..

I am 67 my husband is 68, we have recently retired. We both are collecting our Social Security. We will..

I have retired from my job with a major grocery store. I had a 401k plan with them. Fidelity is..

Good morning, Terry. Thank you for considering our question. We recently received notice from the Social Security Administration that based..