Financial Planning / Retirement Questions

I’m a teacher in Illinois I am 84. When my wife died they said I don’t get survive benefits from..

My wife and I recently met with a financial advisor to modify our insurance policies that met our needs 10..

How Much Money you need to retire.

My husband has just been moved to hospice. My question is will I lose all of his Social Security payments..

differance between the to trust?

I have met with three planners over the years. We start with a fee to set-up and discuss a plan,..

Hi Terry, Our family doesn’t want our parents to pass away and they are both in great health. I know..

At what age does it not make sense to convert from IRA to Roth I am 81 in June.

I made numerous financial mistakes and need to get some personal financial consultations regarding several topics including: 2 years ago,..

Planning to retire in two years and currently my tsp investment is 75 percent in c fund and 25 percent..

I have been collecting my deceased husbands social security since I turned 60. I remarried when I was 64. Can..

My wife has two IRA’s from which we have been tasking RMW. One account is her Betty own IRA the..

I will owe Medicare 587.00 by March 2025 due to higher income ( my husband is still working) in 2023...

I am a retired 75 year old federal employee currently receiving a CSRS annual pension of $136,000. I retired with..

Hi Terry, I will be turning 70 in January of 2026. Do I apply to start collecting in January of..

My union pension is ready to be drawn down now and they are offering a lump sum of 26K in..

Hi Terry, I’m in good financial shape for retirement, but I’m wondering about the best way to set up withdrawals..

I’m a US Postal Inspector, who retired at the mandatory age of 57. I haven’t touched my TSP funds since..

i have gifted a small commeracial bldg (35oo sq ft) to a family memaber this year– do i fill out..

Hi Terry, A little bit of info before my question. I recently retired, am single and have sizeable assets that..