Financial Planning / Retirement Questions

How long does it take to transfer money from one Roth to another. By request, I received some forms from..

Our current financial advisor has switch our accounts to Woodbury. I’ve done some research and I don’t like what read..

I just retired from cta I am almost 63 should I collect from ssa at age 63 I feel comfortable..

I recently read your response to “Social Security HUGE MISTAKE” April 16, 2022. I started SS in February of this..

Hi Terry What is the best option when it comes to setting up a trust fund What I want to..

Hi Terry! I’m getting ready to leave my job and head to law school. I have about $50k in a..

Regarding at what age to take SS . Aren’t the schedule of payments based on actuarial tables? So the government..

Hi. My wife and I expect to start taking monthly distributions from our 401K in about 3 years. I’ll be..

Hi Terry, My son is 30 years old. Although he is gainfully employed, he has not worked for any business..

I am retired from a college I am on social security I want to take my pension how will that..

Hi Terry, would you be able to point me in the right direction towards a financial advisor in Port St...

Hi Terry, I am 63 and I just retired in March. I’m in the process of making key decisions financially...

Would it be a good idea to write out (in cursive) a list of items you would want a family..

My sister used to listen you on the radio and suggested your website to me. She passed away at 71..

My friend is on SSDI and receives food stamps and Medicaid. She is 64. She pays no income taxes. She..

Hello, our company will be changing hands and Apr 22 will be the last of our contributions to our current..

Hi Terry. I just retired from the Chicago Police Dept. I was wondering if you are available for personal investment..

Terry, in advance of retirement next year and desiring to pay off a HELOC used for home improvement, I began..

I am a widow, 83 years old, with a second home in Az. My husband and I bought it in..

How much can I put into a retirement fund (like Roth IRA) for 2021 to avoid taxes on that money?..