Investments Questions

My wife is retiring in December 2020, while I have 5 years left. We each have $400K in Ira’s.Obviously, with..

I am within one year and my husband within two years of retirement. I have 35% in a money market..

Hi Terry, I am a 77 year old widow. I have a Roth IRA. Should I make any changes with..

Hi, We are planning retirement in 2-3 years, we are heavy in stocks in our IRA’s. Today the market is..

I’m approaching 40 years with my company and have saved over 1 million dollars in my 401k. My company has..

I’m 73, my wife is 70. We own our house just have a home equity loan around 25k. In mid..

Hi Terry: Just wanted your opinion on some of the investments which I have and if they are appropriate for..

I heard that your advice for babyboomers (in or close to retirement) is to move their investments to less risky..

Terry I am retired and have $50000 invested in the market and have lost almost $3000 in the past 3..

Terry I am 68 years old and retired. I have lost almost $3000 in the market the last 4 days...

Dear Terry, You have saved me tons of income over the years, and I did protect my earnings, when the..

Hi Terry, I am 70 years old, I retired in 2012. I only have about $100,000 in 4o3 B’s that..

My wife and I are 70 yrs young- we have 1.2 M in stocks, of those 600,000$ in bank stocks-..

I believe you mentioned subject on WGN. I took your advice of moving my ira’s invested in Franklin Funds to..

Have $200K 88 years old, thinking of bonds ? what kind, fees ? where to buy

We are 62, due to retire in 4 yrs. Have approx $1m in savings. $100k in cash, $400 in bonds..

I’m 10 years away from retirement, should I consider a more conservative approach to my 401K or keep up with..

Hello,Terry In 2008 I heard you say , probably on WGN , “If you believe in America this isa good..

I am 56 I have been in my 401K at work for 17 years. What should I be choosing to..

My wife and I recently retired and are living off our Soc. Sec. and small disbursements from our modest IRA..