Financial Planning / Retirement Questions

Hi Terry, What is the best course of action for taking money out to use in our retirement? We have..

Good Morning, I have a 1 time decision to make with my finances, and I would like to talk to..

I am 71 and need to take my first RMD. Vanguard tells me my first RMD will be a little..

My 80 yr old mother was admitted into a nursing home 3 weeks ago and probably will be there for..

I am 62 years old and currently collecting Social Security benefits. If I start an LLC does any money I..

Currently I am debt free and retired. I have about 13% of my portfolio in bonds. My pension and Social..

Which is better to use for home health care ?

How do I know I am financially ready to retire? I also have an adult disabled son.

I’ve been saving a putting money away for my retirement and financial future. I’m looking to find someone who could..

I transferred money from a tradition IRA to a Roth IRA. Half was transferred in December and the other half..

Hi Terry Do you know what is the best course or if any that someone can donate there house after..

Which state is better to be a resident? Illinois Arizona Minnesota Currently tesident of Illinois but own property in Arizona..

Hi Terry, I have a 401(k) from my previous employer (I am now retired) that has a Roth portion in..

I now have money in Ally cd’s one is an Ira $90k the other a regular cd $148K. I also..

Hello miss savage I have a question about my pension. I am going to Retire early at 59 Due to..

My husband passed in 2017. Our mortgages are still in his name. He left everything to me in his trust..

Hi Terry Looking to give wedding gift of a financial planning session in Chicago area. The couple is 34years old..

I started collecting SS benefits at 66 and had them take taxes out of the monthly payment since I was..

Will the s and p break records this year so I can retire in January 2022

Hi Terry I love listen to you on WGN your the best . Iv been listening to you talk about..