Financial Planning / Retirement Questions

I am 66 years old and I have 200k that I want to leave for my granddaughters, 15 and 12,..

How can I download your free Personal Financial Organizer? I

Due to a tough divorce a few years ago, I don’t have a lot to retire on. Basically $100,000, which..

My husband was born 01/31/50 & began collecting social security at 65, he receives 2,184 monthly. I was born 05/28/59..

I am leaving my company. My question is do I roll over my 401(k) into another 401(k) where I’m going..

We had converted some IRA funds to Roth accounts. This increased our Medicare and Part D premiums. We have more..

I’m 44yrs old w/ 15k and change to leave in John Hancock Investments, roll over to new employers 401 w/..

How do I take my 401k an transfer it to my new job

As a 70 y old, single woman, with parents and grandparents who lived well into their 90’s, Edw. Jones has..

Hello Terry Question pertains to pension calculations. I have a choice of taking a lump sum option or monthly. When..

Hi Terry Since my husband worked For Cook County His entire career he never Paid into Medicare/Social Security. He turns..

How can my grandson get mothers 401K money? She passed away and did not name a beneficiary. He is her..

My wife and I own a small tech company and have never qualified for any government help my brother said..

HI, I will take my social security at 70. It will be about 4200/month. My wife is 6 years younger...

If I continue to work through the month of January 2022 and then retire, can I contribute the full $7,000..

Hi Terry, I am going to contribute $7000.00 into a Individual Roth IRA for 2021. I am 62 years old...

Terry, Is a Financial Planner worth the cost? And what should I expect to pay? I have a 401k ($500K),..

Hi Terry. I have $20,000 I want to grow some money on. I have no clue where to start. It’s..

Upon selling a home that was quick claim deeded to me how will the proceeds from that sale be taxed?..

I heard that if you enter a nursing home they check back 5 years and if you gave any money..