Ask Terry
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Credit/Debt
Out of debt except for one loan
Terry, after years of debt, we sold our home, moved into a less expensive 55+ community, and used the profit..
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Financial Planning / Retirement
IMRF vs IRA/401K
Hi Terry, I am 56 and after working in the private sector for my entire life recently took a position..
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Wild Card
ID.me
I have an I Bond in my Treasury Direct account. I have not set up the ID.me account yet but..
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Chicken Money
Ibonds as a gift to child
Hi – I have some I bonds that I purchased back when they were hot. You were also saying they..
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Investments
401K IRA
when my husband retires we were thinking of rolling over his 401K to an IRA where we could buy all..
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College Savings / Student Loans
Student Loan success
Hi Terry, no question here…just a thank you. I referred my daughter to your expert on student loan payments. Her..
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Insurance & Annuities
Hybrid pension annuity
Terry, what do you think of Hybrid Pension Annuities? What are the pros and cons of this annuity? Thanks.
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Social Security
Social security
Retired early want to claim my as benefits. Went to office. Talk a few minutes and was basically sent home..
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Housing / Real Estate
Buying a condo as investment and renting to our daughter
Good Day Our daughter currently rents her condo – $1450 a month. The owner decided to sell it. My husband..
