Credit/Debt

Credit/Debt

credit card debt

How to pay off credit card debt on a fixed income…

Read Terry’s Answer

Financial Planning / Retirement

Financial Planning / Retirement

Really — How do I find a Financial Planner? Will YOU do it??

How does one find a reputable Financial Planner and Investor to educate and set us up for…

Read Terry’s Answer

Investments

Investments

Changing IRA funds.

I am age 62 and have $100,000, in an IRA of all American Funds (100% stock market) at Ameriprise. I…

Read Terry’s Answer

Chicken Money

Chicken Money

Savings account — best rates

Hi Terry, I have some (chicken) money I would like to put away in a savings account for safe keeping…

Read Terry’s Answer

Economy & Taxes

Economy & Taxes

Federal debt — Can the government pay its bills?

Can the federal government run short of dollars, and be unable to pay its bills?

Read Terry’s Answer

College Savings / Student Loans

College Savings / Student Loans

College expenses as a deduction

What college expenses may I include when filing my taxes…

Read Terry’s Answer

Insurance

Insurance

selling life insurance policy

I have a $450,000 term life insurance policy. I will turn 75 this year and my premium payments will…

Read Terry’s Answer

Wild Card

Wild Card

Medical deduction for cost of Long Term Care/Nursing facility for Alzheimer’s patient

I’m trying to help my sister-in-law with her tax return. Her husband was diagnosed over a year ago…

Read Terry’s Answer

Housing / Real Estate

Housing / Real Estate

removing a person off my mortgage

I quick claim my property to someone six years ago to prevent losing it and am now requesting her…

Read Terry’s Answer