Ask Terry
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Credit/Debt
0% credit card
I am 75 with a discover card balance of about $7700. My credit score is just over or under 700...
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Financial Planning / Retirement
Defined Outcome ETFs
What are your thoughts on the Defined Outcome ETFs (or Buffer ETFs)? We are nearing retirement (in 2-5 years) and..
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Wild Card
Capital loss vs std deduction
As a senior citizen my standard deduction is more than enough to reduce my AGI . do I still have..
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Chicken Money
Online banks, safety, Savings accounts
Hi Terri, We have a lot of money that we want to keep safe and so we’ve been keeping it..
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Investments
fixed index annuities
Are you a fan of FIAs? I sense it’s better to manage my own money. What are some less risky..
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College Savings / Student Loans
Student Loan
I have been paying myself and daughters student loan for over 20 years. I deferred the loan years ago when..
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Insurance & Annuities
S Corporation shareholder health insurance reimbursement
Saw your article about small business insurance opportunities. Question: If the owner is a greater than 2% S Corporation shareholder..
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Social Security
social security
Good morning Terry, I follow your webpage and listen to you on WGN I enjoy both. I have two questions..
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Housing / Real Estate
Getting a HELOC to protect our home title?
Hello Terry, My wife and I are 73 years old, own our home in Elmhurst, and have no debt. I..
