Financial Planning / Retirement Questions

Do you know how I can get answers from the SSA? I have been trying since November…every time I call,..

I have income from unemployment and Social Security. . Can I make a Roth contribution?

Good morning Terry, first I just love your passion. My parents have loved you and turned me unto you years..

Hello Terry – My ex was born in 1952. And is collecting SS.  I was born in 57. I am..

We have a mortgage of $43,000 at 4.5% interest. Final payment is 11/1/2024. We have $50,000, should we pay off..

Hi Terry, I woke last night and listened to your comments at 1pm on the radio. I am 65, recently..

I am 62 yoa, retired, and a widow of 4 years. I am receiving an inheritance if approximately $175,000 from..

Your article in chicago tribune about retiree medical costs on 1/23 said that HSA could be used to cover medicare..

You have spoken about giving monetary gifts to family members. If I give my daughter money, what must be done..

On Jan 12, 2022 your answer was frozen on WGN news. Would you be able to answer it now ?..

I will be collecting my late husband’s social security since it is higher than mine. It is my understanding that..

Example – say my wife and I have 5 million estate in joint owers w/right of survivor. When one of..

Can I put RMD amount to my IRA account. I can save taxes

My husband is 75 and did receive a SS payment of $1641 a month. I am 73 and did receive..

Turning 72 in August of this year (2022). Have a 401K. When must I start taking out from my money..

My 38 year old daughter is getting a personal injury settlement. There will be $75,000 that she wants to keep..

I am currently with Ameriprise and feel like most of my retirement is with me and my 401k, yet I..

I am 57 female with no retirement plan/401k. Was going to contact My ins. State farm (who I have been..

I’m going to retire in 2024 in 1998 we Were let go from Chicago public schools I moved all of..

When you appeared on WGN-TV on 1/12/22, you suggested a website but something went wrong. What was the website? Wealth____________..