Financial Planning / Retirement Questions

Your article in chicago tribune about retiree medical costs on 1/23 said that HSA could be used to cover medicare..

You have spoken about giving monetary gifts to family members. If I give my daughter money, what must be done..

On Jan 12, 2022 your answer was frozen on WGN news. Would you be able to answer it now ?..

I will be collecting my late husband’s social security since it is higher than mine. It is my understanding that..

Example – say my wife and I have 5 million estate in joint owers w/right of survivor. When one of..

Can I put RMD amount to my IRA account. I can save taxes

My husband is 75 and did receive a SS payment of $1641 a month. I am 73 and did receive..

Turning 72 in August of this year (2022). Have a 401K. When must I start taking out from my money..

My 38 year old daughter is getting a personal injury settlement. There will be $75,000 that she wants to keep..

I am currently with Ameriprise and feel like most of my retirement is with me and my 401k, yet I..

I am 57 female with no retirement plan/401k. Was going to contact My ins. State farm (who I have been..

I’m going to retire in 2024 in 1998 we Were let go from Chicago public schools I moved all of..

When you appeared on WGN-TV on 1/12/22, you suggested a website but something went wrong. What was the website? Wealth____________..

Here’s the scenario I’ve not seen this addressed before. Single 45 yo female, single mom will not be married before..

I do the tax returns for my father-in-law, who is a 95 year old World War Two veteran. While living..

My wife and I have prepared for retirement throughout our working years and are enjoying a very comfortable life style...

I’m 62 I retired after 29yrs from my job should I close out my deferred comp and hand it over..

I’m 55 and married, 3 kids in college with good Scholarships, house paid off, no car payments, zero debts. I..

Is a 457 plan considered the same as an IRA when it comes to RMDs and if so can the..

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