Financial Planning / Retirement Questions

Hi Terry: I am 55 , currently max out my 401k with catch up contributions. now $27000. Should I use..

Hello, Terry! We recently downsized. We have about $150,000 to $200,000 that we would like to invest in something. My..

I will turn 65 in Dec 22. My husband will turn 69 in Oct 22. He takes his Social security..

My husband is 84 and I am 76. He receives Social Security and I have IL Teacher’s Retirement benefits. If..

As a 22 year old adult who works part time I want to save a few checks do you have..

I am 72 years old and one month. I must withdraw money from my IRA, because I turned 72. I..

My wife’s mother passed away mid September 2021. My spouse inherited a portion of her portfolio with mutual funds and..

Hello Terry! I am 62 years old, on disability as of 2021 I get much less money than I thought..

I was approved for the affordable care act in 2022 and I receive a $600.00 credit each month. I will..

I am 72 and must withdraw from my account. Where do I put my money now. I have a small..

My wife and I worked full time are whole life . We have 3 children we put them thru college..

Hello Terry, My husband is about to retire in 1 month. We have to make a decison on which pension..

Planning on retirement next year have about $50’000 in account I could take small monthlong payments or should I cash..

I do have a question in the area of estate planning that you might have some insight.  My wife Grace..

I have investment in I R A .I am 71 and I am still working.I have 401 k from my..

My wife passed away in 2012 and I inherited her IRA. I have all her IRA records since 1985. How..

I’m 75, my wife is 74. Until the recent market drop, we had roughly $3 million of investments distributed in..

Hi Terry: Our will states that if any of our children pass away, that any financial resources due that person..

WGN showed your newscast about 401 investment owners should take money out now if over 70 years old. I AM..

Hi Terry, My Dad passed away leaving a trust for my sister and I. He lived in California and we..