Ask Terry Archives
By Terry Savage
What is the Long Term Care Insurance company you mentioned today on WGN?
Answered on June 28, 2022
Mutual fund investment
Answered on June 28, 2022
Looking for stable conventional bank to purchase CD’s.B
Answered on June 28, 2022
RMD
Answered on June 28, 2022
I bonds — where does purchase show?
Answered on June 28, 2022
I bond
Answered on June 28, 2022
403(b) — cash it in?
Answered on June 28, 2022
sending money internationally
Answered on June 27, 2022
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
