Investments Questions
IRA — at 82 shall I sell?
Terry, I will be 82 in October. I just have $50,000. In my IRA. I have life insurance but not..
401(k) payroll contribution %
Hi Ms. Savage, I’m sixty three and a half and considering retirement in the next two years. My mortgage is..
Financial advice
If I have $25,000 DLS which o where is the best way to invest that money This money is from..
Transfering 401-K from Employer to another company
Is it wise to cancel out a 401-K from my former employer (Empower is handling it and has lost over..
Market recovery
After a major “correction” like we’re having now , what sectors tend to rebound first ? Is this a good..
Investments
Would l be better off taking my money out and buying property in different states or condo I’m 75 the..
profit sharing acct
Terry I am 71 and I am still working. Probably another year or so. My retirement funds are in my..
loss of money in my 401K
since January of 2022 we started out with $57,342 in April it is $49,395 , we took a big hit..
401K options
Hi Terry, I am 85 years old and I have approximately $85,000 in my company sponsored 401K a few months..
financial advice
74 y/o pt working widow, take money out of the market?
Vanguard
I am with Vanguard for last 7 years they are very affordable service is there another service thats as good..
401K
I am retired and my 401K has taken a very large hit so far this year. Do I wait it..
Reading Material for Children
Educational books for High school Children. Looking to get grandchildren interested in Investing 8th grade through High School
getting out of the market
I’ve written you before. I’m 75 going on 76. Since the market’s high this year, my investment portfolio is down..
Serious senior chicken money
I am in a panic. I woke up this morning and found out I was 72! How did that happen?..
Finances
I’ve recently retired and have moved my pension and 401K into an Annuity and Managed accounts. My funds are disappearing..
Should we ride out this market?
Hi Terry! I’m 61 and my wife is 62. We have 725K saved for retirement, 60% in Equity funds and..
what to do with indexed bond funds
Hi Terry thank you for your time. We are early 60s I work part time my wife is still working..
IRA vs mortgage payoff
Hi Terry, Recently my husband got a raise and we now have an extra $400 a month. We are trying..
Retirement
What percent of stocks should I have invested if I am 69 years old. No pension just social security at..