Ask Terry Archives

By Terry Savage

Credit card debit

Answered on August 23, 2024

spousal benefits

Answered on August 22, 2024

Seniors investing “extra” money with minimal income tax exposure

Answered on August 22, 2024

Family trust

Answered on August 22, 2024

Trust

Answered on August 22, 2024

Credit question

Answered on August 22, 2024

Stock market election predictor

Answered on August 22, 2024

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
money

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