Ask Terry Archives

By Terry Savage

Series EE $500 savings bonds.

Answered on July 07, 2025

IL tax refund

Answered on July 07, 2025

Gold Silver jewelry — sell?

Answered on July 07, 2025

Survivor Benefit

Answered on July 07, 2025

amended tax return

Answered on July 06, 2025

Retirement and Social Security

Answered on July 06, 2025

Gold and coins

Answered on July 06, 2025

want to marry

Answered on July 06, 2025

Social Security under the “One Big, Beautiful Bill”

Answered on July 06, 2025

Indexed Annuity

Answered on July 06, 2025

getting a higher savings rate with a “new” account number.

Answered on July 06, 2025

Repayment of student loans that are private through Sallie Mae.

Answered on July 05, 2025

Trust question

Answered on July 05, 2025

Inactive Annuity

Answered on July 05, 2025

Cost basis of inherited stock

Answered on July 05, 2025

Money market funds

Answered on July 05, 2025

Credit reports

Answered on July 05, 2025

Mortgage Refinancing

Answered on July 05, 2025

Protecting IRA

Answered on July 05, 2025

Investment for already retired

Answered on July 05, 2025
money

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