Financial Planning / Retirement Questions

I am 79 years old. My income from pensions and SS is about $100K annually. I have $94K in traditional..

Last year I took my minimum withdrawal before the announcement was made that we did not need to take it..

my spouse was deceased in March, 2021 before he took his 2020 RMD. His IRA is now in my name...

My 97 year old father just passed away. I am the successor trustee for his trust and will be applying..

Wow – I sent you a note about 15 minutes ago with a question about not being able to reach..

We have some inheritance coming soon. How to find a good honest financial planner for advice. Any recommendations?

Hi Terry, I listen to you on WGN and love the content that you cover. I just turned 65 and..

Hi Terry, I’m 72 and taking SS. My wife is 60. I was going to have her take SS at..

I am 71 years old and widowed as a four years ago. I have money in four banks and one..

Terry, Sadly I tuned into your interview with Steve Bertrand on WGN too late on Tues. and only heard at..

Hello, My son is 33 and is now eligible to enroll in his employer 401k Plan at his new job...

My employer requires me to make designations between “regular” 401k contributions and “catch up” 401k contributions. I just looked, and..

Hi Terry, I’m a big fan of your podcasts etc. You have helped me with questions about home health care..

Savings account or CD i’m 84 and probably not a relative. I refined my condo so I would have some..

My wife was receiving regular SS payments which she started at age 62. For the same period, she has been..

My husband and I are questioning whether or not this is the time to convert our portfolio from asset allocation..

where can I learn about the Medicare Advanntage plan ???? I’m confused….how can you have 0 premiums and coverage..??? Is..

My wife and I put, practically, all our our 401k in our retirement home two years ago and placed the..

Will the 5.9% projected social security increase affect want I will get when I reach my full retirement age (66..

Terry, My wife and I are retired and receiving a pension and SS. We also have about $1m in investments...