Ask Terry Archives

By Terry Savage

Credit Card vs Personal Loan

Answered on October 13, 2022

Advisor required mandate to rebalance

Answered on October 13, 2022

Spare Money to Invest / Best Place to put it

Answered on October 13, 2022

Treasury bills — when to buy

Answered on October 13, 2022

Should I take a loan vs cash purchase for real estate

Answered on October 13, 2022

Pension Fund — dealing with lump sum

Answered on October 13, 2022

Inherited IRA — Must I take RMD?

Answered on October 13, 2022

Revocable Living Trust

Answered on October 13, 2022

Treasury bonds

Answered on October 13, 2022

Treasury bill rates

Answered on October 12, 2022

Condo Association Reserves

Answered on October 12, 2022

401k — must move out of my old employer plan

Answered on October 07, 2022

How much to contribute to Traditional and Roth 401(k)

Answered on October 07, 2022

Accessibility ID expiration roadblock

Answered on October 07, 2022

T-bills

Answered on October 07, 2022

Tbills — what’s the rate?

Answered on October 07, 2022

Loan to daughter —

Answered on October 07, 2022

Financial Planner — says they are a fiduciary, but fees are 2%!

Answered on October 07, 2022

Gold

Answered on October 07, 2022

Parent plus loans

Answered on October 07, 2022
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