Ask Terry Archives

By Terry Savage

What to do with $10,000

Answered on July 17, 2026

custodian account at age 21

Answered on July 17, 2026

Pension

Answered on July 17, 2026

trump’s children’s saving acct.

Answered on July 17, 2026

annuities in retirement

Answered on July 17, 2026

Selling Mom’s home after moving to assisted living

Answered on July 17, 2026

Social security overpayment

Answered on July 17, 2026

Moving my mom to IL from AZ, she’ll be 87yrs old this Oct, need the supplemental coverage

Answered on July 17, 2026

Medicare taxes

Answered on July 15, 2026

Investment Fees

Answered on July 14, 2026

Cashing EE Savings Bonds

Answered on July 14, 2026

Ending an annuity

Answered on July 14, 2026

529s and Trump Accounts

Answered on July 14, 2026

Safe deposit box closing, now what?

Answered on July 14, 2026

High yield savings accounts

Answered on July 14, 2026

Credit card

Answered on July 13, 2026

Life insurance payout 100,000 dollars

Answered on July 13, 2026

Trump Accounts

Answered on July 13, 2026

Leaving my savings to adult children and grandchildren… who have not spoken to me for 25 years

Answered on July 13, 2026

Gifting

Answered on July 13, 2026
money

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