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
money

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