Ask Terry Archives
By Terry Savage
Credit card debit, mortgage & new roof
Answered on September 20, 2023
FNBO Visa Signature Changes in Interest Rates
Answered on September 20, 2023
Divorce in Illinois — house/mortgage?
Answered on September 20, 2023
Investing
Answered on September 20, 2023
College savings for grandchildren
Answered on September 20, 2023
Credit Card Debt (my daughter’s paying 28%!)
Answered on September 20, 2023
RMD OBLIGATIONS
Answered on September 08, 2023
CD BENEFICIARY IN A TRUST
Answered on September 08, 2023
I said you should open the CD account in the name of your REVOCABLE LIVING TRUST. That allows your successor trustee to act on your behalf if you are incapacitated. A "beneficiary" designation only works AFTER YOUR DEATH! This is an important distinction. If your estate planning attorney created a Revocable Living Trust, you must…
Tax on Social Security
Answered on September 05, 2023
Selling vs. transferring stock
Answered on September 05, 2023
Student loan
Answered on September 05, 2023
VA compensation received
Answered on September 05, 2023
Profit Sharing
Answered on September 05, 2023
Cash on hand and and looking at safe investments
Answered on September 05, 2023
Floating Rate High Income Fund
Answered on September 05, 2023
Convert my 401 and my wifes 403 to cash
Answered on September 05, 2023
HELOC rate
Answered on September 05, 2023
Age 67 and need to install new HVAC system in home at 10,000.00 and cook county taxes coming up at around 6000.00.
Answered on September 05, 2023
Staying in the stock market at our age??
Answered on September 05, 2023
How to purchase T-bills directly from the government.
Answered on September 05, 2023
