Ask Terry Archives
By Terry Savage
Tax refund
Answered on May 16, 2025
457 plan advice
Answered on May 16, 2025
457 account
Answered on May 16, 2025
Social Security Windfall
Answered on May 16, 2025
Paying Off A Car
Answered on May 16, 2025
Follow up: New Investment from Inheritance
Answered on May 16, 2025
student loans
Answered on May 16, 2025
Rollover from 401K to IRA (?) that you discussed this week.
Answered on May 16, 2025
Selling condo
Answered on May 15, 2025
Social Security benefits
Answered on May 15, 2025
Roth Ira
Answered on May 15, 2025
Dow –correction!
Answered on May 15, 2025
end of life plan
Answered on May 15, 2025
401k advice
Answered on May 15, 2025
Insurance advisor for Medicare
Answered on May 15, 2025
Estate Documents
Answered on April 30, 2025
Trusts
Answered on April 30, 2025
Zoom session with librarians Can I get Link to Tape?
Answered on April 30, 2025
Share purchase recovery
Answered on April 30, 2025
Stocks & taxes
Answered on April 30, 2025
