Ask Terry Archives

By Terry Savage

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

T Notes

Answered on May 22, 2025

Pour Over Will

Answered on May 22, 2025

POA-H Young Adults

Answered on May 22, 2025

Missing Federal Tax Refund

Answered on May 22, 2025

equal weight funds

Answered on May 22, 2025

Post college basic financial advice

Answered on May 22, 2025

Retirement and IRAs

Answered on May 22, 2025

Retirement funds

Answered on May 22, 2025

Social security on line account/mandatory or lose bennefits

Answered on May 22, 2025

Treasury Bills – how much is too much/unsafe?

Answered on May 21, 2025

Stock Certificate

Answered on May 21, 2025
money

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