Financial Planning / Retirement Questions

Hi Ms Savage, We are in our late 60s and early 70s and are going to be married next year...

I have my mother’s power of attorney for financial matters. Her current will needs updating and we are working on..

Since I now live in a continuam care community, do not own any property, only my auto, do I need..

My husband is retiring in Jan. We both have ss and a pension. He only has 150,000 in thrift savings...

My boyfriend sold his house of 27 years and is moving into my house. He is 54 years old. Does..

Terry, My employer is offering 401K plan (unmatched). While I’m disappointed that my employer doesn’t offer any match, contributing to..

Would it be better to withdraw from 401k and wait till 70 for social security ? Thanks

In your November 9, 2020 article in the Chicago Tribune you said that you can find a link to your..

I have a 401k and pension, but I am considering buying an ETF. I am retired but not on social..

What’s the best way to leave money for your grand children. We have a trust for our children but no..

Would like to withdraw money from a 401(k) What taxes will be applied to the withdrawal ? What is the..

Should I onvert all my IRA to a Roth & pay taxes & Medicare IRMA? Will put me in 24%..

What states currently do not tax income or pension?

My company is pressing me to work beyond my scheduled retirement by more than 6 months. I am tempted to..

In your presentation at Uline you said to setup a Revocable trust. Is it not better to setup an Irrevocable..

Am 65 yrs old and still working. I have $ 850,000 in my TSP (100% in the S&P 500), $..

Terry we are thinking about retiring soon and we have been able to keep our adjusted gross income down yearly..

My wife was laid off/retired from a job at a big oil company in the area and is now faced..

I will be 70 in August, 2021. I am currently employed as an Executive with a mid-size company in which..

What is the best way to leave a financial planner of several years?