Ask Terry Archives
By Terry Savage
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
Best high interest savings account
Answered on September 05, 2023
Credit
Answered on September 05, 2023
Continuing Care Retirement Communities
Answered on September 05, 2023
Home loan interest rate
Answered on September 05, 2023
credit reports
Answered on August 29, 2023
T-Bills
Answered on August 29, 2023
Finding a financial advisor
Answered on August 29, 2023
Identity and credit monitoring
Answered on August 29, 2023
Tax losses
Answered on August 29, 2023
401K
Answered on August 29, 2023
Chicken money options
Answered on August 29, 2023
Student Loans
Answered on August 29, 2023
Investment managers
Answered on August 29, 2023
I sure can. That's not very customer friendly behavior!! But I need to understand YOUR needs. Are you just talking about investment advice? Or should you be talking with a fee-only FIDUCIARY planner who will review all your needs -- everything from tax situation to retirement income, from health insurance to estate planning? That's my…
T-bills
Answered on August 25, 2023
Investments
Answered on August 20, 2023
Investing for Grandchildren’s College / Other Expenses via Roth IRA
Answered on August 20, 2023
Annuity SPIA
Answered on August 20, 2023