Answered on February 14, 2017

Hi Terry, My father in law passed away a few weeks ago and my husband is named on all of his…

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Answered on February 11, 2017

I am reading about this and it seems tons of money can be made. What are these 26f programs and who…

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Answered on January 29, 2017

Thank you for answering my first question. I was in an all bond portfolio, and out of the market for…

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Answered on January 26, 2017

After managing my own money for 25 years I went with a financial advisor. Oct 1st he suggested a…

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Answered on January 24, 2017

I am 24 turning 25 in six months, i have life insurance through my employer but only for 30k. I have…

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Answered on January 9, 2017

Retired. Have hi yield bonds in vanguard also inflation protected securities bonds. Should I remain…

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Answered on December 28, 2016

Hi Terry: With the downturn in the bond market due to the election and the fed increasing the…

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Answered on December 27, 2016

What is your opinion about the wisdom for the small investor of investing in crowdfunding or peer to…

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Answered on December 26, 2016

Seasons Greetings,Terry! I would like to transfer money out of an IRA that’s paying less than 1% to…

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Answered on December 13, 2016

Upon retiring at 66 yrs, I recently rolled over my 401k into my existing Fidelity IRA. The total is…

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