Ask Terry Archives
By Terry Savage
Old Stock certificates
Answered on June 05, 2023
UTMA account for minor
Answered on June 05, 2023
My spouse’s social security benefit after my death
Answered on June 05, 2023
Social security overpayment notice
Answered on June 05, 2023
Cook county property tax, check mailed 3 weeks before due date
Answered on June 05, 2023
Annuity
Answered on June 05, 2023
IRA Contribution
Answered on June 05, 2023
Required Minimum Distribution (RMDs)
Answered on June 05, 2023
Child investing
Answered on June 05, 2023
And tell me why a 12-year old needs to "earn more" money? Did she "earn" this money -- and is watching over her investment choices? Likely not!! Is this money you're saving for her college expenses --and so YOU need to earn more money? In that case, open a 529 college savings plan (read this)…
SEP-IRA or Solo 401(k) for Side Hustle?
Answered on June 03, 2023
Social Security sign up for Fed employee
Answered on June 03, 2023
IRA type and investments
Answered on June 03, 2023
Where to put retirement money for disabled child
Answered on June 03, 2023
Debt Consolidation
Answered on June 03, 2023
Banks — the best?
Answered on June 03, 2023
Estate Planning and Fiduciary representative
Answered on June 03, 2023
How do I check out a financial planner
Answered on June 03, 2023
Paying off my school loan
Answered on June 03, 2023
Long Term Investment Strategy
Answered on June 03, 2023
IRS problem
Answered on June 03, 2023
