Ask Terry Archives
By Terry Savage
transfer of retirement funds
Answered on March 14, 2024
QDRO for ex-spouse
Answered on March 14, 2024
529 plan for grandchildren when who knows what college will look like in the future
Answered on March 14, 2024
Sell stock to pay off mortgage?
Answered on March 12, 2024
High Yield Savings Accounts
Answered on March 12, 2024
When to start taking SS — from my ex, or my own?
Answered on March 12, 2024
Tax relief help
Answered on March 12, 2024
Reverse mortgage or how to pay down debt
Answered on March 12, 2024
My mom passed away
Answered on March 12, 2024
Gratitude for Your Sound Advice over Many Years
Answered on March 12, 2024
Financial Advisor
Answered on March 12, 2024
Scam on income tax
Answered on March 12, 2024
Housing/Finances
Answered on March 12, 2024
Regulations history and age?
Answered on March 11, 2024
Place closed IRA money in the market or pay debt when not working/no job
Answered on March 11, 2024
Need direction: have credit card debt; a lot of equity in home; business is closes to folding; can’t make ends meet
Answered on March 11, 2024
closing credit card
Answered on March 11, 2024
Medicare
Answered on March 11, 2024
Fiduciary investment firm
Answered on March 11, 2024
Simple IRA should I stop adding the max?
Answered on March 11, 2024
