Financial Planning / Retirement Questions

I am 65 years old and not working any longer. I also have chosen to not collect Social Security payments..

Terry – I found paperwork from 2018 and 2019 where my Mother withdrew $25,000 from a traditional IRA and didn’t..

Hi Terry! We have 3 grown sons and my husband is retiring. We have never had a Will. Yes I..

Dear Terry, this is actually part 2 of a previous question about a Money Market account. How do you actually..

Hello Terry I am a WGN listener living in Seattle, WA and I have a question about the 60-day IRA..

Hello Terry, I’m a single female In my 50’s and I’m seeking a trusting financial planner in the northwest suburbs...

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...