Ask Terry Archives

By Terry Savage

401K

Answered on August 22, 2024

Suggestions for people who can help with will and end of life documents

Answered on August 22, 2024

Retired Nurse’s 401k

Answered on August 20, 2024

Gifting money

Answered on August 20, 2024

Treasury Direct funds

Answered on August 20, 2024

When is interest on Treasury Bills taxed by the Federal Govt.?

Answered on August 20, 2024

Do we need a financial advisor

Answered on August 20, 2024

Investments

Answered on August 20, 2024

Cannot find documentation for all of recently deceased husband’s assets

Answered on August 18, 2024

Healthcare before 65 no job

Answered on August 18, 2024

when a retiree pays little or no taxes, how can we use the tax rebates on new furnace?

Answered on August 18, 2024

Mortgage

Answered on August 18, 2024

Student Loan Forgiveness for Senior

Answered on August 18, 2024

Social Security Breach

Answered on August 18, 2024

Treasury bonds vs savings bonds for college?

Answered on August 18, 2024

Retirement

Answered on August 18, 2024

Goverment T bills

Answered on August 18, 2024

Bond Funds

Answered on August 14, 2024

IRA beneficiary

Answered on August 14, 2024

Mortgage payoff

Answered on August 14, 2024
money

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