Financial Planning / Retirement Questions

Son got job at UIC that offers SURS retirement benefits. Initial sign up is confusing…is there a resource(s) that clear..

Hi Terry, I am a single mother of a 16 year old and her father claimed her on his taxes..

Terry, My wife and I recently sold an inherited house. After commissions and fees we have $130,000. We are unsure..

Terry, I am 60 and my husband is 61. We are self employed. Historicaaly my husband to a bigger paycheck..

My wife and I are in our late 60s and want to move into a new home and avoid a..

Terry, I just recently signed up for my full Social Security at age 70. As a matter of fact I..

Guideline for investing after selling vacation home — stock, savings bonds, long-term care insurance, annuities, dollar vs. euro currency…?

I am 75yrs old, retired on limited income, ss, pension, annuity. I am considering redeeming $4000 with 10% held back..

Terry, I was hoping that you could provide me with some insight. I recently retired at 62 and have a..

My husband is in the early stages of dementia. I have trusted him completely in financial dealings but he no..

Hi Terry, My wife and I recently met with an attorney who specializes in estate planning. We have 2 adult..

Hello – I was planning on retiring in July 2023. I can retire this year or next. I will be..

Hello Terry! I am a Illinois high school teacher and plan to retire next year. I have met with the..

My mother created joint checking/saving accounts with her and my name on them. Upon her death I am told these..

I always thought I would wait until 70.5 to begin drawing benefits from SS. I am not sure I know..

Hi terry , thank you for taking my question, I’m just a construction guy who knows absolutely nothing about financial..

Must take significant RMDs from S&P 500 fund. Hate to do so since these are lower now. Does it make..

Is it better to take a lump sum and put it in 401k or take payments?

Instead of selling stock to meet a RMD, can the stock be transferred out of the IRA in kind, giving..

If I wait to retire until I an 75, what repercussions are there for not taking social security and Medicare..