Ask Terry Archives
By Terry Savage
Gifting Adult Children
Answered on August 15, 2025
my investments
Answered on August 15, 2025
working full time & collecting SS in full retirement yr- how much tax do you pay?
Answered on August 15, 2025
Retirement allocation.
Answered on August 14, 2025
Finding an advisor that doesn’t want my money
Answered on August 14, 2025
Convert portion of traditional IRA to a roth taking advantage of new additional standard deductions
Answered on August 14, 2025
Debt Relief
Answered on August 14, 2025
treasury direct application
Answered on August 14, 2025
Section 42 Rent
Answered on August 14, 2025
What will happen to Social Security once AI kicks in?
Answered on August 14, 2025
Recommended equity vs bond/cash splits at different stages of life
Answered on August 14, 2025
home equity loan
Answered on August 14, 2025
Parent plus student loans repayment at age 75
Answered on August 14, 2025
Health insurance options when Advantage cancels hospital
Answered on August 14, 2025
I bonds to daughter or granddaughter?
Answered on August 14, 2025
Whole Life Insurance – keep or cash out and invest
Answered on August 14, 2025
Changing to spousal benefits for social security
Answered on August 14, 2025
Pension annuity payout
Answered on August 14, 2025
Structure Notes
Answered on August 14, 2025
Bonds & Treasury bills
Answered on August 14, 2025
