Financial Planning / Retirement Questions

My wife and I are both 78 years young. I am filling out our taxes for 2024. Unfortunately we didn’t..

Hi Terry, my 29 yr. old daughter is a high income earner as a consultant and in the 24% marginal..

I will be paying off my current HELOC this month. I do have a few projects i would like to..

Hello, I am retired at age 68. I have 10% taxes taken out of my Social Security. Giving me $2270..

Terry, I see these commercials on TV about buying gold to protect against the economy. What are your thoughts? Also..

Could you speak about President Trump promoting the crypto market despite legislators who have long pushed for crypto regulation? I..

I retired July 1, 2024. I received a severance package which I put in the bank and am using to..

We are a married couple wife 60, myself 59. I will be collecting a firefighter pension in 1.5 years. My..

We are a 73 year old couple in good health; should we consider a ROTH for an investment? Thank you.

Hi Terry, What would you recommend for asset allocation for a 93 year old widow. I still live at home,..

My wife has a 403B account with the archdiocese of Chicago. She passed away in December 2024 and I wonder..

Terry my mother recently passed away had a Traditional IRA account. Beneficiaries are her 7 children. One of the seven..

My wife and I are over 70 and retired. We have a yearly gross income of about $80,000. We have..

My husband and I are retired. I have a large 401k ( that was started when I was working) with..

If we have a will that states all of our assets are to be split between our three daughters and..

Can I be connected with a fee-based only advisor?

Who would I see to put my house in a living trust?

I am 62 years old and was diagnosed 2 years ago with cancer (ovarian) that does not have a high..

Looking for the video mentioned in your tribune article

I am 67 and retired and am currently living off 25k in severance money but have roughly 170k in an..