Financial Planning / Retirement Questions

My wife received a letter from a former employer telling her that she can receive her pension. She can take..

Hi Terry – My wife and her brother inherited an IRA from their mom who recently passed away in which..

I know on your website you recommend finding a lawyer to set up a revocable living trust. How do I..

Hi Terry, I retired two years ago I have a little under 40,000 in my work 401k I have lost..

My daughter, age 36, just started a new job. Pay is $135k. She will contribute 12% to the retirement accounts...

Hi Terry, love your chats on WGN TV! We have a financial advisor that we have used for 10+ years...

Terry, I have an account with Edward Jones but because of their high fees I am thinking I should move..

I am receiving and taking a lump sum from my retirement fund and am thinking of putting $10,000 into a..

I a bear market a good time to convert IRA’s 401’s to Roth. Won’t the current low cost minimize the..

Hello I am 61 years old , i had $31,000 in my 401K account but in the last year ,..

Hi Terry, My mother past away at age 90 on Halloween of 2021. I inherited 1/3 of her traditional IRA...

Hi, Terry. I watch you all the time on WGN news and really value your knowledge. I have anywhere from..

Hi Terry my question is I started drawing Social Security in 2005 I waited six months after my birthday. I..

I am 70 years old. I have some money I’m my 401k, SEP and traditional IRA . I thought now..

Want to know if I am getting all the SS benefit I should. I know it is based on my..

I have a pension that I’m not sure what is the best route to take. I am no longer with..

I am confused about using all or a portion of our family’s anticipated RMD for a charitable donation. Our first..

My husband owns his own plumbing business. He has no employees. I (wife) answer the phone, schedule, banking and billing...

Hi Terry, I just got cancer and am on social security, I have a 401K with my work and am..

I have a traditional IRA that I can use to open a Roth IRA, does it make sense to keep..