Financial Planning / Retirement Questions

My husband is 75 and did receive a SS payment of $1641 a month. I am 73 and did receive..

Turning 72 in August of this year (2022). Have a 401K. When must I start taking out from my money..

My 38 year old daughter is getting a personal injury settlement. There will be $75,000 that she wants to keep..

I am currently with Ameriprise and feel like most of my retirement is with me and my 401k, yet I..

I am 57 female with no retirement plan/401k. Was going to contact My ins. State farm (who I have been..

I’m going to retire in 2024 in 1998 we Were let go from Chicago public schools I moved all of..

When you appeared on WGN-TV on 1/12/22, you suggested a website but something went wrong. What was the website? Wealth____________..

Here’s the scenario I’ve not seen this addressed before. Single 45 yo female, single mom will not be married before..

I do the tax returns for my father-in-law, who is a 95 year old World War Two veteran. While living..

My wife and I have prepared for retirement throughout our working years and are enjoying a very comfortable life style...

I’m 62 I retired after 29yrs from my job should I close out my deferred comp and hand it over..

I’m 55 and married, 3 kids in college with good Scholarships, house paid off, no car payments, zero debts. I..

Is a 457 plan considered the same as an IRA when it comes to RMDs and if so can the..

Finding a reliable financial advisor.

I have $56000.00 CD that I started for my son when he was two. He is now 42, working, married..

I have a pension and 401k The pension has a balance close to 500k and the 401 has a balance..

I want to open an IRA I am 58 y/o and I don’t have one. I collect a small pension,..

I am wanting a financial advisor to look over all our investments and give advice on if good , allocation..

Should I pay off my mortgage with some of my retirement funds? I think I heard you say in your..

My wife and i are 74 years old and we owe $96,000 on our house. The question i have is..