Financial Planning / Retirement Questions

Tried this several times but won’t go through. Giving it one last shot. I’m 71 and sending money to QCD..

Terry, I am employed by a school district and contribute to a 403b. I have the opportunity to contribute up..

Please forward me the Personal Financial Organizer. Thank you.

Who is your source for reviewing and claiming social security benefits, especially for surviving spouse? I understand that there may..

I recently sold my family home and have $100K of family inheritance funds to invest. Not sure what I should..

Hi Terry! Have been a fan and watch you for decades! Makes us old! Lol I’m still working, age 70,..

My husband retired in 2021 and I have been the higher earning spouse. My full retirement age is November of..

Saw about it in the paper. Went to your web site. Did a search for the form. Found in preparing..

I am 63yo living on social security- I received the fist payment in February 2022. I recently inherited approximately $400,000...

Hi Terry. Been dragging my feet because I’m so nervous about how to mobilize a small standard pension. Im a..

Hi Terry, when my company switches to the corporate rate my pension is projected to lost between $120k to $200k.currently..

My husband and I have wills. If we create revocable living trusts will the trusts automatically supersede the wills?

You mentioned a website “wealthgram.com” in your talk but when I search for it, it’s a website name for sale...

I was given stock shares in my medical device company over the last few years And it was just bought..

Would it be possible for you to refer me to someone for establishing trusts and estate planning. Preferably someone in..

I just bought 10,000 dollar I bond. I am a 63, widowed with 2 adult children, I live in NY,..

My husband passed away in 2013, can I collect his Social Security when I turn 62? I am still working..

I am 70 and retired. My IRA was invested in an Ameritrade account and is loosing ground quickly. I have..

My wife and I have approximately $108,000 to pay on our home equity loan. It is a variable rate based..

Hi Terry! I am new to Medicare as of this year, September 2022. I am being charged a very high..