Ask Terry Archives

By Terry Savage

A good mutual fund to invest for the grandkids who are in their 20’s

Answered on August 24, 2018

Investing in private company

Answered on August 24, 2018

Profits from sale of second home

Answered on August 23, 2018

IRA to pay mortgage balance

Answered on August 23, 2018

Clarification / IRA/CD impact on Senior Property Tax Exemption

Answered on August 22, 2018

municipal bonds vs 26 week T-bills

Answered on August 22, 2018

Rounding up Small Change article in Tampa Bay Times regarding the Acorn App

Answered on August 22, 2018

ROTH CONVERSION

Answered on August 22, 2018

Series EE Savings Bond, issued 1982, matured 2012

Answered on August 21, 2018

Financial Advisor

Answered on August 21, 2018

Acorn Savings

Answered on August 21, 2018

Refinace two mortgages

Answered on August 21, 2018

Credit Card Transfer Balance

Answered on August 21, 2018

Your Lesson on Tariffs

Answered on August 17, 2018

Two houses, little cash!

Answered on August 17, 2018

I’m 81 — How much money do I need?

Answered on August 16, 2018

Step-up basis

Answered on August 16, 2018

WEP/GPO Federal pension offsets

Answered on August 15, 2018

IRA/CD

Answered on August 15, 2018

Pay financial adviser??

Answered on August 15, 2018
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