Ask Terry Archives
By Terry Savage
Convert stock to an Annuity
Answered on August 05, 2023
An independent fee-only advisor
Answered on August 05, 2023
Series EE savings bond for student loans
Answered on August 05, 2023
High yield savings accounts
Answered on August 05, 2023
Will vs RLT
Answered on August 05, 2023
Deceased fathers beneficiary who got scammed by lawyers at his probate court
Answered on August 05, 2023
T-Bills
Answered on August 05, 2023
Selling house in México and transfer money to USA
Answered on August 05, 2023
WGN giving money for a baby towards college
Answered on August 05, 2023
Neighbor Medicare/ nursing home bad choice
Answered on August 05, 2023
Best way to pay college tuition by a divorced parent?
Answered on August 05, 2023
Social Security at 70
Answered on August 05, 2023
Gold Market
Answered on August 05, 2023
Long-term Care Insurance Info
Answered on August 05, 2023
stock exchange
Answered on August 05, 2023
Pension
Answered on August 05, 2023
Your financial advisor will make a commission on this annuity -- you're setting HIM up for retirement, not your wife. This requires an overall review, to determine an overall retirement spending/drawdown plan. That's why I always recommend at least one meeting with a FIDUCIARY fee-only financial planner to cover all these big issues. Please use…
Inherited Annuities
Answered on July 21, 2023
Savings bonds
Answered on July 20, 2023
Funds were scammed. FBI??
Answered on July 20, 2023
How to protect myself when our current paper money turns digital?
Answered on July 20, 2023
