Ask Terry Archives

By Terry Savage

Financial Advisor recommendation

Answered on August 30, 2025

Savings

Answered on August 30, 2025

Credit reporting — fico score is unscorable

Answered on August 30, 2025

Gift money from trust

Answered on August 30, 2025

403B – What to do with it when no longer working.

Answered on August 28, 2025

Grandparent college 529

Answered on August 28, 2025

pension

Answered on August 28, 2025

Social security and 401k

Answered on August 28, 2025

Wintrust business lunch

Answered on August 28, 2025

social security

Answered on August 28, 2025

Chase-self directed/money market accounts

Answered on August 28, 2025

Obtaining hx of SSI tax payments of deceased family member

Answered on August 28, 2025

403B

Answered on August 28, 2025

Dont’t count cash out of the mix

Answered on August 28, 2025

Campos Class Action lawsuit for overpayments to SSDI

Answered on August 28, 2025

Social security

Answered on August 28, 2025

PARENT PLUS LOAN

Answered on August 28, 2025

Mortgage Payoff

Answered on August 28, 2025

Options for health insurance

Answered on August 28, 2025

Tax deductions

Answered on August 28, 2025
money

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