Financial Planning / Retirement Questions

Hi Terry, I am a 59-year-old male with a remaining mortgage balance of $75,000.00 at an interest rate of 4.625..

Terry, My employer is terminating the company’s 401(k) Plan effective 06/30/2020. I have made contributions to the Plan this year..

Hi Terry Love to listen to you on WGN! I am 51, never married no kids, house paid off money..

In June I heard we don’t have to take the Annual Required Minimum Distribution for 2020. I took mine in..

I am 71 and retired. I have a CFP overseeing my 401k account of $ 1 million. I’m in the..

At this time I do not need the money but I am told I have an option not to withdraw..

I would like to know if a will with a listing of these accounts would make sure people would get..

I am a Federal Government Retiree with a part time job, this year I earned about $1,200. 00 can I..

In your column of June 1, you wrote that people taking out monthly RMDs in early 2020 can return them...

I took my RMD in March 2020 for 2020 with tax withheld. I have a part time job that pays..

Hi Terry. My husband has $100,000. We have no credit card debt & about $110k left on the mortgage at..

I signed up with a fiduciary advisor last November 2019, we transfer some of my accounts from Fidelity to Schwab...

Okay, let’s try this. I’m 71 years old and I have already received (1) one Required Minimum Distribution from my..

Hello Terry, My wife and I are both in our mid seventies. My wife was just let go by her..

Hi Terry – I am a 71 years-old retiree who has been receiving RMD monies from my pension and 2..

We refinanced 2 or 3 yrs ago w/current mortgage holder as int. was 6%. Easy process, no fees, no appraisal,..

I have a pension in the amount of 6600 with a company I previously worked for. Can you tell me..

Hi Terry, love to see you on Chn 9. Keep up the good work! I’m 70 and retired and have..

I receive a cps pension since2010. NowI substitute In the suburbs and Chicago. Chicago is paying me $40. 00 Per..

My mother recently passed at 90 years old, and, as her executor I’ve been reviewing all her financial accounts before..