Ask Terry Archives
By Terry Savage
Pay extra principal on my mortgage or invest the extra funds?
Answered on February 04, 2023
Taxes on received unclaimed property
Answered on February 03, 2023
I received a check for $85, 000 from the USAA and I’m wondering if it’s a Scam
Answered on February 03, 2023
403(b) rollover while working
Answered on February 03, 2023
Roth IRA conversion?
Answered on February 03, 2023
Gifting money from an IRA or 401K
Answered on February 03, 2023
Living Trust pages needed to prove trust
Answered on February 02, 2023
how long to keep records of mortgage refinancing
Answered on February 02, 2023
CD
Answered on February 02, 2023
Debt consultation
Answered on February 02, 2023
Living Trust recommendation
Answered on February 02, 2023
Divorce and 401k
Answered on February 02, 2023
series I Bond — lost my password!
Answered on February 02, 2023
TBill and I bond taxes –Correction and link to your 1099
Answered on February 02, 2023
Credit freeze
Answered on February 02, 2023
Retirement payout
Answered on February 02, 2023
Medigap Insurance
Answered on February 02, 2023
College Savings, Late To the Game!
Answered on January 29, 2023
T-bills at maturity
Answered on January 29, 2023
Debt consolidation
Answered on January 29, 2023
