Financial Planning / Retirement Questions

Hello Terry, First off, I would like to say thank you! Years ago, I read an article you wrote about..

I am the Power Of Attorney and son for a 97 year old father. I want to make sure I..

I have my 401k with fidelity and I want to retire what should I do? I’m 59 and 7months and..

My brother passed at age of 55 (2007). My mother inherited his IRA at the age of 77 and passed..

Hi Terry, I’m a regular reader of your column and website. My husband and I find ourselves in a quandary..

I am a 63 year old divorced woman. I was married for over 20 years. I work and make about..

My mom has stock that has risen greatly over the last few years putting her estate at well over the..

I’m 72 just took my 1st RMD from my CD IRA’S. My question is they both reach maturity in 2022,..

I am 60 years old and I am planning on working another 10 years (God willing). I have been working..

I am 73; husband 74; married 51 years. My husband refuses to create a will, give me burial instructions or..

I will begin collecting Social Security in September when I turn 70. I am a single person. Social Security is..

Hi Terry, we enjoy hearing you on WGN radio. We will be retiring next year and will be selling our..

I will be 68 next month and haven’t taken SS yet. My plan was to wait until 70. My financial..

Hi, I have 3 401ks from different employers. I don’t know passwords as I never updated info when I was..

Terry All things being equal, you only beat me on waiting to take ss until 70, at 80 years old,..

Hi Terry, Several years ago I was laid off from an employer where I had a 401K plan through Nesteggs..

I am a retired federal gov’t employee & was told by a SS employee that using the fed gov’t formula..

My wife never worked because she was a homemaker for my kids and a care taker for her mother. Will..

I guess I make a mistake which I did not know the results. My daughter in 2019 decided to go..

Loan repayments from an IRA account must be repaid with 60 days if you are under 59 1/2. Does the..