Investments Questions
Fixed Index Annuity
What are your thoughts on Fixed Index Annuities to generate income in retirement? P.S. Always enjoy listening to you on..
CDs vs. Bond Funds for portfolio
With the interest rates changing the last 18 – 24 months, we have switched from using bond funds to building..
Novice stock investor
Hi Terry, I am 40 years old and I still have always wanted to get into the stock market but..
Can’t figure actual financial fees
My advisor says he is charging a fee of 1.25%.However over the past ten years he has made one hundred..
Disabled, with money to invest
Hello Terry Savage, I am a big fan of yours and I highly respect you, which brings me to my..
How do I know that my (Fee Based) CFP is really doing the best for me?
We have a diverse portfolio, Mutual Funds and Annuities mostly. By recommendation we have moved a company program 401k into..
Stock Market Investment — Getting Started
Hello, I am totally ignorant as it relates to the stock market but would like to know how to begin..
Security of 403b contracts during economic downturn
Hello. I heard part of your discussion with one of the hosts on WGN Radio recently, but, I didn’t catch..
PERSONAL FINANCE PORTFOLIO Tracking
I am looking for a new portfolio similar to the closed AOL that I enjoyed for years. I was switched..
Use of variable annuities vs other options.
I’ll be 65 yrs old in April and currently have a financial advisor who has placed $600k in two Jackson..
Vanguard Managed Payout Fund
What are your thoughts about this a monthly income producer
Online Investing Companies
Terry, I remember a few months ago, you were on WGN and talking about some online companies to use to..
Annuities
I am 61 and want to understand how annuities or income streaming investments should fit into my retirement plans. I..
IRA Distributions
Effective Jan 1, 2019 my wife and I are both retired. We don’t want to start Social Security benefits until..
What should I invest in?
I am 64 1/2 years young. I have opened an account with Fidelity. It is an IRA Account. Before I..
Fees on investments
I only caught part of you on WGN now. All I picked up was re negotiating fees. We have money..
Liquidate small IRA cd
Terry, please point out the pluses and minuses regarding liquidating a small IRA ( cd )say 15,000 which is producing..
Investing while in retirement
We are in our mid 70’s, retired, and 80% in cash but feel we are losing out on making what..
Fixed index annuities
We are in our mid 50’s and have over 1 million in investments. We have someone suggesting getting a fixed..
Retiree – what to do?
I wrote to you a couple weeks ago (I know a LOT of people do) about advantages/disadvantages of investing with..