Ask Terry Archives
By Terry Savage
Purchasing Ibonds as gifts
Answered on December 30, 2022
Changing my will –just add a note?
Answered on December 28, 2022
Parts of a trust.
Answered on December 28, 2022
Gifting money
Answered on December 28, 2022
HOA dictated deck replacement
Answered on December 28, 2022
FASFA parent claiming or not claiming child as dependent
Answered on December 28, 2022
Convert IRA to Roth with the down market
Answered on December 28, 2022
young adult credit card
Answered on December 27, 2022
Retirement – Moving $$ from Traditional IRAs to Roth IRAs – What Makes Sense
Answered on December 27, 2022
Paying back student loans
Answered on December 27, 2022
credit card interest jumps
Answered on December 27, 2022
Grandparent 529 College Plan – Choosing a Plan in Illinois
Answered on December 27, 2022
real estate purchase — title?
Answered on December 27, 2022
inheritance
Answered on December 27, 2022
social security survivor benefits
Answered on December 27, 2022
I Bond purchases
Answered on December 27, 2022
How to find a ticker symbol on a 401k choice
Answered on December 27, 2022
You may have "private" funds inside your plan. Typically those are laden with fees and hidden costs! Annuities don't have ticker symbols. But if you have traditional funds from Fidelity or Vanguard, go to Morningstar.com and search the ticker symbol. Make sure you study performance not only for the same-named fund, but for the same…
gurus near furure financial crash?
Answered on December 23, 2022
Social Security and WEP
Answered on December 23, 2022
IRA how to invest $90,000
Answered on December 23, 2022
