Financial Planning / Retirement Questions

Hi Terry, I am 63 and I just retired in March. I’m in the process of making key decisions financially...

Would it be a good idea to write out (in cursive) a list of items you would want a family..

My sister used to listen you on the radio and suggested your website to me. She passed away at 71..

My friend is on SSDI and receives food stamps and Medicaid. She is 64. She pays no income taxes. She..

Hello, our company will be changing hands and Apr 22 will be the last of our contributions to our current..

Hi Terry. I just retired from the Chicago Police Dept. I was wondering if you are available for personal investment..

Terry, in advance of retirement next year and desiring to pay off a HELOC used for home improvement, I began..

I am a widow, 83 years old, with a second home in Az. My husband and I bought it in..

How much can I put into a retirement fund (like Roth IRA) for 2021 to avoid taxes on that money?..

We took 401k withdrawals under the Cares Act hardship provision. We are under the impression we can pay it back,..

My full retirement age is 66 and 4 months, I turned 66 in march 2022, how much can I earn..

Hi Terry I’ve followed you a long time my question is: I retired from construction in 2020 living off my..

I am retiring but I still have my 401k. Trying to figure out whether to take it out and pay..

I’m turning 65 i have my IRA with vanguard Windsor admiral . Do I keep it the way it is..

I am about to turn 591/2. We have over $300k in our 401k. I am thinking about taking some of..

Thank you for helpful advice earlier when I inquired about giving me access to my husbands IRA’s as he has..

Hi Terry I submitted a request to have 50% of my bonuses deposited into my company 401k account, pre-tax. I..

Hi Terry, My wife and I are retired teachers with a good pension. We are both 72 and can’t decide..

As a retired couple, age 70 & 69, with $1.3 in a retirement portfolio, how would you recommend the investment..

Hi Terry, My wife and I are retired. I had been self employed and funded SEP IRAs. We have had..