Financial Planning / Retirement Questions

I have filed for social security and have been approved. I would like to at least have federal taxes taken..

Hi Terry. I hope you are doing well. Im 53 and have about $400k with Vanguard. $50k in META and..

I am an 80 year old widow. I do have a will and a trust that I am comfortable with...

Hi Terry, I listen to you on WGN often and love your straightforward advice. My question is about choosing a..

Hi Terry, what are your thoughts on choosing between a Transfer on Death Deed vs. a living trust, especially for..

Terry: My husband passed 8 years ago and I have never missed a bill, I have a Mortgage just now..

When it comes to RMD’s of your 401k accounts, if you have two accounts with different companies, do you have..

Can you please print an article about the subject of RMD’s in a future chicago tribune article or send me..

I Retired after 42 years at UPS end of June 2025 (I Retired even before I heard anything about buyouts)...

the one big beautiful bill act, i am already in the rmd phase, is this a good time to rollover..

Hi Terry my daughter is selling their home and buying another home. Looking to sell around $200K and she owes..

Hi Terry, I’m just recently divorced and am waiting on a $200,000 check from my ex-husband’s 401k. My brother wants..

Hi Terry. Do marital assets automatically pass to the surviving spouse after a death or do some have to be..

I am a healthy independent 78, single, no husband/partner, no children. My estate includes a paid-for condo, car, IRA’s, cd’s,..

Hi Terry, Love your walkup on Lisa’s show. I was laid off and my last day was 1/31/25. My last..

Hi Terry, My husband and I are currently working full time and collecting SS. Is anything changing in 2026 for..

I am selling a rental property and should net about $200,000. Should I pay off my personal mortgage of about..

I’ll be 60 in November and have about 1.75 million in 401/roth. I’m basically maxing out my 401k and getting..

When I turned 75 last September my life insurance became too costly to continue it. It would have gone from..

I am a 78 year old retired teacher receiving a pension and have plan F for insurance. My pension board..