Investments Questions
Retirement funds — should I move?
Terry, I am considering moving approx. 80K to a new American Fund NBARX. I have approx, 165K total in retirement...
Elderly Father’s Retirement Money Hit By Stock Market Losses
Terry, My 81-year-old father is a dementia patient who needs 24-hour care. I have power of attorney, but my sister...
investing for retirement beyond an IRA
Hi, I have a Roth IRA that I contribute the maximum to each year but at my work I do...
investing in your 20s to get millions?
Terry, you wee on WGN morning news yesterday and said to go to your website to get information on how...
Investing for my 23 year old daughter
I would like to start building a nest egg for my 23 yr. old daughter to continue with. Where should...
IRA
Terry, I am hoping you can provide some guidance. I am 61 years old with a Fidelity IRA I am...
International stocks – transfer or keep overseas?
Hello Terry, My elderly mother has shares in a brewery overseas. There is very little earned in the quarterly dividends...
Retirement investments
Was forced to retired in 2012 at the age of 57..IMRF was taken at highest value until I turn 62...
Market Timing
Hello Terry, It's a pleasure to be able to ask you a question. I admire your expertise. We all know...
401k issues
I am 58 years old 10 years away from retirement, with the volatility of the market, that some predict for...
Aged 50 and no retirement savings, help what next?
What is the best route to go when savings for retirement at age 50, life has gotten in way, I...
Where to start investing extra money
Hi Terry, listen to you on WGN and always very interesting. I am 42 and have a good retirement plan...
Lifetime income annities
Is there an easy way of getting out of these annuities. Terry Says: There is rarely an easy, or at...
Stock Market Drop
My husband and I have some money invested at this time. Because of the market these last few days, if...
Inherited Insurance Policy Tied to a Stock Portfolio
I have a small inheritance in a Teachers brokerage tied to a stock portfolio. I wanted to sell it and...
This Market
Hi Terry; In light of whats been happening in the markets, where would you suggest to have your money invested....
401k — What to do now?
Dear: Terry. I will retire in 9 months. What should I do with my 401k at this moment. I am semiretired and...
Investment — Betterment?
Hi Terry, Have you heard of Betterment? What do you think of it being a good investment for young people...
Shift SEP ira to safety — out of stocks?
Hi Terry, My husband is 59 and I am 58. We own our home outright and have no debt. Since...
dividends
What is the website that you suggested this morning on WGN-TV for finding stocks that pay high dividends? Thank you,...
