Ask Terry Archives

By Terry Savage

Selling stock from employer

Answered on January 27, 2020

Moving our account closer to home to get closeup advice face to face.

Answered on January 26, 2020

Rolling IRA into Roth IRA DEADLINE??

Answered on January 26, 2020

Reverse mortgage to help son build house?

Answered on January 26, 2020

New car purchase at my age

Answered on January 26, 2020

Family financial crisis

Answered on January 26, 2020

Consolidation for a senior on SS

Answered on January 26, 2020

Will

Answered on January 25, 2020

Deferred comp. and taxes

Answered on January 25, 2020

Debt to Retirement – should I pay it off before retiring

Answered on January 25, 2020

Refinance Parent Plus loan to private

Answered on January 24, 2020

Debt

Answered on January 24, 2020

Stafford loans for seniors

Answered on January 22, 2020

Savings –

Answered on January 22, 2020

Roth conversion now?

Answered on January 21, 2020

Medicare Advisor

Answered on January 21, 2020

IRA for spouse working part time?

Answered on January 20, 2020

establish my own credit after 30 yrs of marriage

Answered on January 20, 2020

Want to pay off House Mortgage rate –interest rate of 2.7% before wife retires

Answered on January 20, 2020

Is my trust impacted by new tax law?

Answered on January 19, 2020
money

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