Financial Planning / Retirement Questions

I own a small business with four employees. I would like to provide for them and myself The start of..

Is it a good idea to open a fixed annuity account ? Im 72 widowed don’t need money right away...

Hi Terry, My question regards how social security determines monthly benefit based on previous salary. I am a little over..

My husband is now to have a RMD deduction. We want to know if we should take the monies in..

Hi Terry, I enjoy listening to you on WGN radio. My question is related to retirement timing. I am 67..

I would like to transfer the assets of a mutual fund directly to another mutual fund at a different company...

Buying a home . Want to pay using funds from 401k.. purchase price 425k. My present home is paidfore and..

I am a 67 year old retired health care professional who decided to go back to work as a PRN..

What is the most efficient idea for me to take my husband’s IRA? Do I need to take his RMD..

Using my RMD, I want to take a qualified charitable distribution to donate to a capital campaign. Is this a..

I hope to retire at the end of 2023. I’ve been fully employed with the same company for 35 years,..

I am receiving spousal support currently. My birthday is July 12. I will be 70 years old. What do I..

Is there any benefit on using a financial advisor that is a fiduciary? Is it important for your advisor to..

My grandson is starting his first job this summer. He is a jr. in HS. His father is very bad..

Do think the RMD age will be moved to 75?

Hi, Terry. I was rif’d and my last day is July 8, 2022. I will receive 36 weeks paid severance..

Terry, I just discovered your book and have watched your videos. Thank you so much for making this information available...

I am 71 and becoming very afraid. I had over 950,000 invested this Pat February and I am watching it..

Hello Ms Savage Requesting your advise if its wish to withdraw a portion from our IRA to establish a monthly..

Is it better to leave our heirs an annuity or cash and real estate.