Investments Questions

I just moved my $250k government TSP account over to a Schwab IRA account. They suggested I put all the..

So im not retiring anytime soon. BUT i want to protect my 457 against the inevitable recession. Also my 457..

Hi Terry, I appreciated reading your article titled “Large Investment Firms ditch commissions”, but it raised one question. You point..

I am 61 and have a 403b fund and someone suggested I look at annunites? suggestions? what do you think?

Hi Terry, ok, I turn 55 next month and want to put myself on a 10 year plan to retire..

I heard you speak on WGN…mid-day…the week of Sept 9, I think. Did I hear you say that 65+ year..

We have about $24k in stock and we will be retiring within the year. How do we convert with getting..

HELLO, LOOKING FOR A SUGGESTION ON WHERE TO DO SOME LATE INVESTMENT FOR THE NEXT FEW YEARS…MAYBE FIVE (5); I’VE..

I’m thinking of moving my IRA from Wells Fargo to State Farm. I feel like I get more personal attention...

Hi Terry, my name is Kimberly and I’ve been discussing with a co worker on getting into the stock market..

So confused. I’m a 4 years retired 66 year old. I’ve lived through the skyrocketing inflation of the 70’s and..

Terry, I have about $80,000 in a Prudential Life Time Income annuity that I will have had for five years..

What is the best way to make interest on your money and not lose it in the process. Also, protect..

Retired couple ages 67 & 68 & wondering how to keep our retirement In case of another downturn. We have..

Now that I’m retired my investor is suggesting a fixed index annuity with Allianz 360. IS this safe? Also I’m..

Hi Terry, Im 67 and retired. I have my retirement with Transamerica. I have some money in small/mid cap stocks,..

61 yrs of age, still working, have 401k, own house, no credit card debt. Where would you invest any $..

I sold most of my stock 30 days back. What percent drop do I need before I get back in..

Just read your article about the declining stock market. I am retired and am 76 years old. I have a..

I admire your knowledge and understand what you say. You have repeatedly stressed if you’re close to retirement can you..