Ask Terry Archives

By Terry Savage

Documents to fill out information of my estate upon my death.

Answered on February 25, 2025

2022 Income tax refund

Answered on February 25, 2025

Financial planner recommendation

Answered on February 25, 2025

gift taxes

Answered on February 25, 2025

Medicare part D

Answered on February 25, 2025

inheritance

Answered on February 25, 2025

IRA Fixed ANNUITY

Answered on February 21, 2025

Retiring in 3 years

Answered on February 21, 2025

Retirement – What to do with my 401K

Answered on February 21, 2025

Term Insurance

Answered on February 21, 2025

Financial advisor and retirement

Answered on February 21, 2025

REIT s

Answered on February 21, 2025

inheriting T-bills

Answered on February 21, 2025

Savings account

Answered on February 21, 2025

social security fairness act

Answered on February 21, 2025

investment

Answered on February 21, 2025

1 time windfall increased my Medicare costs

Answered on February 21, 2025

RMDs re-invested

Answered on February 20, 2025

Social Security

Answered on February 20, 2025

Delaying enrollment in Medicare A

Answered on February 20, 2025
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