Financial Planning / Retirement Questions

My husband has a neurological condition, that will progress over time. He has 3 IRA’s in his name. As part..

when i retire ( in a couple years) i will be blessed with 2 pensions ,I live in the state..

My husband’s mother died in 2002, age 81. My husband inherited an IRA and has been taking the RMD each..

SHOULD I THE SON I ASK THEM WHAT ITS ALL ABOUT OR CAN I READ IT. WOULD BE EASIER TO..

I’m 72 and not quite retired. My credit cards are dwindling as the companies die (like Sears and Carson Pirie..

We have a trust indicating my son and daughter are our beneficiaries. My daughter has an 14 year old son..

I am still working. With the way the world money situation has been, I was thinking of withdrawing a portion..

My long time friend passed away in. July 2021. She had a trust set up for her house and a..

I am 61 years old and about two years from retirement . I need sound financial advice to take me..

Hi Terry If I received an inherited IRA in December of 2019 but the person I inherited it from passed..

I’ll be 70 in July of this year. When and how do I collect social security?

I signed up with Oxford Investments and since then I get tons of E-mails from every other investment also. Many..

I’ll be 70 in July of 2022. When and how do I collect social security.

Hi Terry, I was married for 20 year’s & got divorced. I was wondering if my ex husband collects social..

Read your article in the Chicago Tribune on naming beneficiaries of IRAs and etc. Excellent as always. What is your..

Hello Terry, I saw you on the news the other day and said to myself “this could be the help..

Hello, I’m 73 years old and I do have a Roth IRA with Schwab. In 2021 I have $ 100/bi-weekly..

filing for SS at 66 yrs. 2 mouth and still work normal job hours plus OT is a good thing..

My husband had his 401k and pension put in stock market after being let go from job last year. The..

Hi Terry, my friend is now 60 years old and pulled her money out of her 401-K at 59 and..