Ask Terry Archives

By Terry Savage

Investments

Answered on May 26, 2025

SOCIAL SECURITY BENEFIT TO A MINOR CHILD

Answered on May 26, 2025

TIPS

Answered on May 26, 2025

Senior Selling my home

Answered on May 26, 2025

Income tax on recovered unclaimed property

Answered on May 26, 2025

Estate Planning: find executors and trust administrators

Answered on May 26, 2025

how long to keep home documents after the home sale is completed?

Answered on May 26, 2025

Doing trades suggested by CFP (certified financial planner)?

Answered on May 26, 2025

GPO payments

Answered on May 26, 2025

CD’s for Seniors at high rates

Answered on May 26, 2025

Rental Property

Answered on May 26, 2025

401K or Payoff Mortgage

Answered on May 26, 2025

Economy Disaster

Answered on May 26, 2025

Social Security Spousal Benefits

Answered on May 26, 2025

403B vs ROTH

Answered on May 26, 2025

401K and tax refund

Answered on May 26, 2025

Windfall Elimination Provision

Answered on May 26, 2025

I BONDS pod designation

Answered on May 22, 2025

Heading toward retirement question re 401K

Answered on May 22, 2025

Retirement

Answered on May 22, 2025
money

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