Ask Terry
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Credit/Debt
Spouse Death
If my husband has a lot of credit debt in his name only, am I responsible for that when he..
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Financial Planning / Retirement
457b into a Roth ?
I am 64, have $36k in a 457b and wanted to know if I should put in a tax free..
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Wild Card
Financial organizer
Your article in the Richmond Times Dispatch suggested printing and completing your financial organizer–which is supposedly found in the upper..
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Chicken Money
money market fund dividend taxation
so it looks like I got a 1099-div ,my question is-are dividends added to my income and taxed at my..
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Investments
Investing
Are Vanguard ETF’s (US stocks, international Stocks, US bonds, international Bonds) a good option to Fidelity managed Mutual funds? I’m..
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College Savings / Student Loans
Trump Accounts
Hi Terry, first let me tell you thanks for all you have done to help us with finances. You are..
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Insurance & Annuities
Is it worthwhile to keep our Group Universal Life Insurance policy?
We are carrying a Group Universal Life Insurance policy from my husband’s former employer (he left there more than 30..
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Social Security
Social security/medicare benefits
My sister and her husband made an appointment at their local SSA office to sign up for benefits. He is..
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Housing / Real Estate
Motgage payoff
My current rate is 3.75 , i owe $118,000, should i take the money out of my IRA account which..
