Ask Terry Archives
By Terry Savage
amended tax return
Answered on July 06, 2025
Retirement and Social Security
Answered on July 06, 2025
Gold and coins
Answered on July 06, 2025
want to marry
Answered on July 06, 2025
Social Security under the “One Big, Beautiful Bill”
Answered on July 06, 2025
Indexed Annuity
Answered on July 06, 2025
getting a higher savings rate with a “new” account number.
Answered on July 06, 2025
Repayment of student loans that are private through Sallie Mae.
Answered on July 05, 2025
Trust question
Answered on July 05, 2025
Inactive Annuity
Answered on July 05, 2025
Cost basis of inherited stock
Answered on July 05, 2025
Money market funds
Answered on July 05, 2025
Credit reports
Answered on July 05, 2025
Mortgage Refinancing
Answered on July 05, 2025
Protecting IRA
Answered on July 05, 2025
Investment for already retired
Answered on July 05, 2025
Private Equity investments
Answered on July 05, 2025
Investing at 80
Answered on July 05, 2025
SS rules for ex-spouses
Answered on July 05, 2025
Credit cards
Answered on July 05, 2025
