Ask Terry
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Credit/Debt
My parents debt
My father is 78 years old and lives in assisted living. My mother passed this past February and I was..
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Financial Planning / Retirement
Maxifi Planner discounts?
Terry- I am very interested in trying the Maxifi Planner software for my personal needs. Do you know of any..
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Wild Card
Column on June 1st – Paper Checks to Pay Estimated and Annual Taxes
Hi Terry. In your article on June 1st in the Tribune, you discuss an executive order about the use of..
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Chicken Money
Cd rate forecast
I’m 71 years old have enough money invested in the stock market, but keeping some CDs on the side. I..
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Investments
Proportion of cash and bonds in 401k
Thank you, for your information it is very helpful! I’m retired drawing from my 401k, i have 20% in money..
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College Savings / Student Loans
Coverdell ESA vs 529
I am retired and have four grandchildren 5yo and under. I would like to put a small amount of money..
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Insurance & Annuities
Medigap choice help
You have mentioned a reliable company to help choose medigap plans. I didn’t understand the name and I can’t find..
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Social Security
Civil Service Retirement System and Social Security
My ex-husband (now deceased) retired from the United Stares Postal Service under the Civil Service Retirement System (CSRS) around 2009...
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Housing / Real Estate
Reverse mortgage vs line of credit
78 years old married good health. Still working. No Mortage, ranch house valued at 1.2 million. No outstanding bills. Approximate..
