Financial Planning / Retirement Questions

Hi Terry, My husband will be 65 on March 5th, 2023. He is going continue to work until he is..

Regarding your webinar yesterday, October 14, that we saw from the Aetna link, where can I get the forms needed..

Dear Terry Savage, I am in the process of consolidating my financial information and choosing a CFA for help. When..

I am 69, flight attendant and hope to retire within a year I have not looked at my 401k since..

My wife received a letter from a former employer of hers that she can start to receive her pension. She..

Terry, First off I want to thank you for all your helpful advice (I-bonds, T-bills). My husband and I have..

Have you ever heard of an investment office T.J. Stearns in Arlington Heights and if so do you have any..

I watched the AARP Estate Planning program on 10/14/2022. Why did you not mention a financial power of attorney as..

I viewed your webinar and you suggested that we start planning with a personal organizer checklist unfortunately, I was unable..

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...