Investments Questions
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..
Retirement — need safety in 40l(k)
I’m 68! Still working not on Medicare have a 401K plan. Lost $12,000.00 and would like to avoid anymore loses...
gold investment
I am retired and have million dollar portfolio–should I being buying gold-? How much should I invest and what is..
Investment money
I have some money waiting to be invested. I presently am invested in AT&T(6.6% dividend), and want to add to..
Nearing Retirement and worried
Hi Terry – I am an avid listener on WGN radio and reader of your columns. My wife and I..
Do a Roth conversion now
You might mention in one of your articles that even if you are retired right now, it is a good..