Credit/Debt

Credit/Debt

DCSD (Debt Council for Seniors)

How can I get in touch with the Debt Council for Seniors & Disabled? Your article that I read…

Read Terry’s Answer

Financial Planning / Retirement

Financial Planning / Retirement

68 year old retired mom investments?

What is a good investment strategy for my mom who is 68 years old with just social security benefits…

Read Terry’s Answer

Investments

Investments

Nationwide New Heights uncapped Index annuity with Mozaic and Zebra indexes

I am being advised to put all my retirement funds in the Nationwide New Heights 12 yr uncapped index…

Read Terry’s Answer

Chicken Money

Chicken Money

Moving IRA

I am 68 and have move 403 B to Naval Federal Credit Union in 2017. Is it advantageous to move to…

Read Terry’s Answer

Economy & Taxes

Economy & Taxes

property tax deduction on 2 family home

If I purchase a two-family home with my adult son and we are both on the deed and he occupies one…

Read Terry’s Answer

College Savings / Student Loans

College Savings / Student Loans

School Loans and LIfe, in general, I think

Dear Terry, I am an occasional listener of the business lunch on WGN and I visit the site sometimes…

Read Terry’s Answer

Insurance

Insurance

Long Term Care Insurance

What should I be careful of when looking for long term care insurance. I’m 70 years old.

Read Terry’s Answer

Wild Card

Wild Card

Tampa Bay Times. Ae you still published here?

Hi Terry, For the past several weeks I have not found your Sunday column in the business section of…

Read Terry’s Answer

Housing / Real Estate

Housing / Real Estate

HELOC interest deductible?

Terry, I check your site every day and love your advice and guidance, but, I wanted to follow up on…

Read Terry’s Answer