Financial Planning / Retirement Questions

Tax Deferred Account

Can I pay my TAXES ON my account and not withdrawal any of the monies I have accrued over its..

Advice on investing

Hello Ms Savage. I am a 44 year old making 100 thousand a year. I have 2 homes paid for...

Social security

I was married 30 years and have not remarried. Do I get some of his social security without reducing his..

RETIREMENT

Hello Ms. Terry: I just turned 65 in January and I have been with a company for 27 years and..

Social security disability

Is it true that if an individual has more than $2,000.00 in a bank account that they can lose their..

Social Security — now or wait?

Terry, Our Financial adviser has requested my wife to take hers and file for social security, she is 63 years..

Finding a Financial Fiduciary Advisor

Is Grassland Capital LLC a good (honest) company? I’m in search of someone. There was a company that you named..

Social Security benefits for spouse

Can you collect your husbands Social Security benefits and mine combined ?

Social security for spouse

If my wife (retired) elects to claim her social security early, say age 62-64, before the full retirement age of..

Social security for ex spouse

My exwife is entitled to a percentage of my social security because we were married for 18 years. My question..

Inheritance needs to be updated???

We have two adult children one of which who has died leaving her son and husband. We have a trust..

Withdrawal money from Voya

How can I withdraw my money from Voya without paying a high tax. A friend of mine said when his..

Windfall

Hi Terry, I recently got a decent amount of money {70k} thru divorce proceedings. Right now I have it parked..

Wealth Management Company

I put the bulk of my savings in a wealth management company about 5 years ago. I started with close..

are we ok to retire?

We have approximately 580k in retirement accounts (Iras, 403b and 401k) and just about 850k in cash plus a pension..

Social Security and FAFSA

My retired husband is 62 and is considering collecting his Social Security now. His pension retirement income is around $50,000..

Social security on ex spouse’s record

My ex wife qualifies for a percentage of my social security benefits since we were married for 18 years. My..

Social security

If I start collecting when I am 68, yet keep working and contributing to SS until I am 70, will..

Retirement

do I need to have a lot of money to save up in retirement if I have an SS income,..

Retirement Decisions

Who can assist me and my wife on retirement/financial and Medicare decisions in the Rolling Meadows area and how do..

money

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