Financial Planning / Retirement Questions

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

Dad invested with a firm, he passed away in October. We keep filling out paper work to access his account,there..

Was being paid as a consult for a company for 35 years. Was told by our accountant that I should..

I have my investments with Edward Jones. Lately I’ve been thinking about moving to a new firm, since I am..

I just read your 1/25 piece about retiree medical expenses. In it you refer to lump sum amounts that need..

My wife and I are both 75 and are fortunate in that between our pensions and social security, we have..

I am currently retired age 68 and withdrawing from my IRA. Should withdrawing monthly or should I withdraw all of..

Terry, I owe about $11.500 on my truck, it’s payoff is 09/2024. I have $41,000 in savings, and 2 separate..

My parents are thinking of gifting me $15,000.00 or possibly more. How many times are they allowed to gift me..

Hello Terry, Our family loves seeing and hearing you on tv an radio. My mother referred me to you over..

Hello Terry, I am 62 this year and plan to retire at 67. My husband is younger by 5 years..

Because I became ill in late December I forgot to take my Required Minimum Distribution from my IRa as I..

my company was just sold. i will continue to work there in future. I had small share investment that resulted..

can i convert my RMD to a existing Roth Ira

Do you know how I can get answers from the SSA? I have been trying since November…every time I call,..

I have income from unemployment and Social Security. . Can I make a Roth contribution?

Good morning Terry, first I just love your passion. My parents have loved you and turned me unto you years..

Hello Terry – My ex was born in 1952. And is collecting SS.  I was born in 57. I am..

We have a mortgage of $43,000 at 4.5% interest. Final payment is 11/1/2024. We have $50,000, should we pay off..

Hi Terry, I woke last night and listened to your comments at 1pm on the radio. I am 65, recently..