Ask Terry Archives
By Terry Savage
HELOC
Answered on July 09, 2018
Investments 40l(k) or Roth?
Answered on July 09, 2018
assighnment of advisory agreement
Answered on July 09, 2018
Certificate of Deposit missing!
Answered on July 09, 2018
How T-bills work?
Answered on July 04, 2018
401k withdrawal for “buried in debt” situation
Answered on July 03, 2018
Social Security benefit for Girlfriend
Answered on July 03, 2018
College funds for grandchildren
Answered on July 03, 2018
State income taxes paid in error.
Answered on July 03, 2018
best Federal retirement date for FERS employee
Answered on July 02, 2018
edward jones
Answered on July 01, 2018
Buying a condo
Answered on July 01, 2018
Difference between financial advisors, money managers, CFPs, etc
Answered on June 30, 2018
Paying off a home equity line of credit
Answered on June 30, 2018
Car loan
Answered on June 30, 2018
Nursing School Loans
Answered on June 30, 2018
Investing
Answered on June 21, 2018
Hi Terry, I recently sold my condo and netted about 75k. I paid off all my debt and some of the proceeds are going towards a down payment on my new house. I will have about 40k left to save/invest. I want to enter into something that will allow me access to my funds without…
Investment
Answered on June 21, 2018
Retirement
Answered on June 21, 2018
My employer is closing out their pension fund and will be distributing all funds to the employees. I am 55 years old and would like to retire at age 60. In your opinion what would my best option be for investing this money. There's so many different opinions out there. Of course I'm trying to…
Must choose type of Annuity plan.
Answered on June 20, 2018
