Financial Planning / Retirement Questions
Money market IRA
Dear Terry, Lately I’ve been entertaining the thought of opening a money market IRA because of the easy liquidity feature...
Retirement savings allocation
I will be 67 in April and my husband just turned 60. He works for a junior college , has..
Roth IRA after retirement.
Hi Terry, I have very small amounts in a couple of Roth IRa’s. I listened to you on noon hour..
What to tap into first in retirement
Hi Terry, What is the best course of action for taking money out to use in our retirement? We have..
financial options
Good Morning, I have a 1 time decision to make with my finances, and I would like to talk to..
RMD options
I am 71 and need to take my first RMD. Vanguard tells me my first RMD will be a little..
Medicaid question re nursing home eligibility
My 80 yr old mother was admitted into a nursing home 3 weeks ago and probably will be there for..
Llc earnings impact on social security benefits
I am 62 years old and currently collecting Social Security benefits. If I start an LLC does any money I..
Rebellion of the bond market article.
Currently I am debt free and retired. I have about 13% of my portfolio in bonds. My pension and Social..
savings vs.reverse mortgage
Which is better to use for home health care ?
Retirement
How do I know I am financially ready to retire? I also have an adult disabled son.
Seeking a fiduciary financial planner
I’ve been saving a putting money away for my retirement and financial future. I’m looking to find someone who could..
Roth conversions — split between two years
I transferred money from a tradition IRA to a Roth IRA. Half was transferred in December and the other half..
Donating a home after death
Hi Terry Do you know what is the best course or if any that someone can donate there house after..
Inheritance tax
Which state is better to be a resident? Illinois Arizona Minnesota Currently tesident of Illinois but own property in Arizona..
401(k) RMDs
Hi Terry, I have a 401(k) from my previous employer (I am now retired) that has a Roth portion in..
where to put money for a 81 yr old woman
I now have money in Ally cd’s one is an Ira $90k the other a regular cd $148K. I also..
Pension amounts –which to take
Hello miss savage I have a question about my pension. I am going to Retire early at 59 Due to..
Mortage/Widow/Trust and how to title
My husband passed in 2017. Our mortgages are still in his name. He left everything to me in his trust..
Fee only advisor- a wedding gift
Hi Terry Looking to give wedding gift of a financial planning session in Chicago area. The couple is 34years old..
