Answered on May 18, 2018

Who is a good choice to help with balancing financial plans? An investment company or someone at a…

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Answered on May 11, 2018

Good morning. How do I start a Roth IRA? What are the steps? Do I have to go through a bank? My…

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Answered on May 10, 2018

I am 63 years old, I have been informed by a former employer that I can take a lump sum, or a…

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Answered on April 16, 2018

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

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Answered on April 16, 2018

Terry you helped us before with Irs trying to collect 13,000 on our home equity payment. We won…

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Answered on April 15, 2018

We have $1,800,000 in retirement savings. We have no debt. We could take lump sum payments on our…

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Answered on April 11, 2018

Typically I receive a bi-weekly check, which is naturally taxed. And from the net income I’m able to…

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Answered on March 30, 2018

How do financial advisors make money on accounts, and how much?

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Answered on March 25, 2018

Hello Terry. Actually, I have 2 questions. Question #1: I don’t think I’ve heard anything about the…

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Answered on March 22, 2018

Hello Terry, How should someone balance saving for retirement (for me, 30-35 years from now) versus…

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