Financial Planning / Retirement Questions

Hi, Terry. We took your advise and contacted a Fiduciary planner. I called Randy Bruns at Modelwealth. He looked over..

Hi Terry. I’ve been retired for approximately 3 months and I’m 67 years old age. I’m going to take my..

Since seniors do not have to take an RMD this year, I am thinking of taking money from my IRA..

I have a lot in an IRA. I am 68 retired. Married. Our income is approx 40k, from our SSI..

Hi Terry, I hope you are safe and all is well. I’m writing to you about my wife’s cousin. She..

I am 65 and recently retired, bought my house in 1990 have refinanced twice and currently at 3.75 %. I..

My father is nearly 60 and is trying to determine whether it is a sound financial decision to pull from..

Hi Terry, Thank you so much for what you do. What is the cost range for good financial plan from..

I’m 72. For the first time EVER, my ss check was reduced by $45/mo even though there was a 1.6%..

Hi Terry, I’ve been putting together informational guides for the kids to access when we’re both gone. I know that..

Terry, I’ve been listening to, watching and reading your work for years. I was a lawyer with Tribune Media for..

We are currently both 68 years old. Our 401K is in the Russell 2000 at 75% stocks. I am very..

Terry, My wife and i are getting close to retirement. (within 5 years) Do you think the stock market will..

Already took RMD this year. Need to pay taxes and must take full distribution in order to get any money..

Hi Terry. My mom is 83 and owns her home. Her cash is running out and is all going towards..

How do I go about opening a Vanguard account? Is this advisable to move the money until needed? I can..

My husband passed away four years ago. He was retired and receiving social security benefits. He would now be 68..

I have a retirement fund that my work gave me. It can either be an annuity or cash payout. Which..

My wife works for university in Chicago. Has money in a Fidelity 403b account. She’s 55yrs retiring in 7yrs. Should..

If my wife and I give a gift of equity of, let’s say $150,000 to our daughter when selling our..