Ask Terry Archives
assighnment of advisory agreement
Certificate of Deposit missing!
How T-bills work?
401k withdrawal for “buried in debt” situation
Social Security benefit for Girlfriend
College funds for grandchildren
State income taxes paid in error.
best Federal retirement date for FERS employee
edward jones
Buying a condo
Difference between financial advisors, money managers, CFPs, etc
Paying off a home equity line of credit
Car loan
Nursing School Loans
Investing
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
Retirement
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.
HSA Contributions
I currently purchase individual health insurance with a high deductible (Bronze plan) on the exchange. In the past I have been able to contribute to a health savings account to help cover my deductible. However in 2018 I will not be able to contribute to a HSA because my maximum annual deductible and other out-of-pocket…
Grandparents opening 529 plans for grandchildren
We have already deposited into 529 plans for each of our grandchildren ages 9-12. In a discussion on WGN Morning News you mentioned that these funds will adversely impact the financial status of our grandchildren when they begin using this money. Should we continue making deposits to these funds? What's the best way for us…
