Financial Planning / Retirement Questions

My 37 year old daughter is going to receive a lawsuit settlement. How would you suggest she invest the majority..

Terry – I need advise about inherited IRA’s. Here are a couple of specifics… My mom passed away in 2008..

Hi Terry, just saw you on WGN and you answered the question about paying the mortgage vs. 401k contributions. In..

I’m 74 and retired. I’m trying to understand the rising cost of food, gas, and utilities. My husband and I..

I am a recent widow, aged 56. My husband was 72 and retired. He and I were separated when he..

Hi Terry my name is Gina I worked for a small corporation for over 17 years I’ve been investing in..

Terry, My and I have 500k spread across a few 401k accounts. We are both 62 years old, have a..

I have IRAs with Vanguard and TR Price, as well as a TSA with VALIC. I just turned 72. Do..

I will be turning 60 in 2022. I have a pension from a company that i worked for 25 years..

I have traditional 401k IRAs. However, I also have $30k in an employer Roth account. I’m 63 and plan to..

Hi Terry, I’m a 51-year-old woman and have been renting for the past 13 years ($167k total paid in rent)...

Hi Terry, Thanks for all of your great advice on WGN. My husband and I just retired (both 62) We..

Is there a way to lower the rmds I will have to take in three years

I have a 15 year mortgage of $300,000 at 2.25% and am 57. Is it better to pay it down..

Hello Ms. Savage, My brother passed away six years ago. I was a beneficiary on a couple of his accounts...

As a retiree in my mid 70’s I have some IRA’s and have to take RMD’s. My question is can..

Where can we put our RMD’s? House and two cars are paid. We are 75 yo. Have $75.00 cash. Have..

I have two grand kids in their 20’s and I want to give them some cash to open their first..

Hi, I have enjoyed your “no nonsense” media interviews for years. Thank you! May I ask a question (or two)?..

On a recent podcast, you said that the IRA rules changed in the past year and that IRA beneficiaries have..