Ask Terry Archives

By Terry Savage

CFP’s that charge hourly for their retirement planning advise

Answered on September 01, 2021

Market money — how to move to safety

Answered on September 01, 2021

Credit Freeze necessary at all three bureaus?

Answered on September 01, 2021

College funding — unused 529 plan?

Answered on September 01, 2021

SALT — new exceptions in Illinois

Answered on September 01, 2021

RMD deadline

Answered on September 01, 2021

Social security – wife filing for spousal benefits

Answered on August 27, 2021

Long Term Care Premium Increase

Answered on August 26, 2021

Credit Union Life Insurance

Answered on August 26, 2021

Interest bearing account for insurance settlement

Answered on August 26, 2021

Tax on unemployment benefits in 2021?

Answered on August 26, 2021

Will IL unemployment Extended Benefits continue after Sept. 4?

Answered on August 26, 2021

My daughter’s inheritance

Answered on August 26, 2021

Buying I bonds

Answered on August 26, 2021

Investing in national debt

Answered on August 26, 2021

Switching Auto/Homeowners Insurance

Answered on August 26, 2021

IRS Refund — thanks, Terry

Answered on August 25, 2021

National debt and national net worth

Answered on August 25, 2021

Do I need a fiduciary, an acountant (CPA) or both?

Answered on August 25, 2021

Social Security for spouse

Answered on August 25, 2021
money

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