Ask Terry Archives
By Terry Savage
Retiring at age 75 or 80
Answered on June 27, 2022
5 29 college funds losing money
Answered on June 27, 2022
2021 Federal Tax Refund Terry Says: Blame your Neanderthal accountant!
Answered on June 27, 2022
retirement investments
Answered on June 27, 2022
College loans
Answered on June 27, 2022
Asset allocation for retiree
Answered on June 27, 2022
There is no specific formula. It all depends on your circumstances. This is why you need a trusted, fee-only FIDUCIARY financial advisor who will ask questions like these: What's your monthly cost of living? How much income do you need (or withdrawal from principal) do you need to maintain your lifestyle? Are you married and…
Federal taxes — CPA error
Answered on June 18, 2022
Total Investment withdrawal
Answered on June 18, 2022
unemployment waiver denial
Answered on June 15, 2022
Paying Off Credit Card Debt
Answered on June 15, 2022
i bond beneficiary
Answered on June 15, 2022
403b — take the money now?
Answered on June 15, 2022
FREE Verizon phones for EVERYONE — a ripoff!
Answered on June 15, 2022
Retirement
Answered on June 15, 2022
IRA account falling in value
Answered on June 15, 2022
Defining ownership of retirement account and tax info
Answered on June 15, 2022
Credit report
Answered on June 14, 2022
I Bond Signature Guarantee
Answered on June 14, 2022
Economics
Answered on June 14, 2022
How to open retirement account
Answered on June 14, 2022
