Ask Terry
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Credit/Debt
canceling credit cards
I have too many credit cards and I have a handful of cards that I want to cancel. These cards..
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Financial Planning / Retirement
BigBeautifulBill and taxes on 401k
I am thinking I should convert some of our 401K to a Roth before year end so we can take..
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Wild Card
Senior tax bracket income planning
What is the greatest amount of income that a married senior couple can earn BEFORE taking their maximum married filing..
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Chicken Money
US Savings Bonds Series EE
Is there a way to check status of redemption on Series EE bond paper form dated July 1989 that had..
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Investments
Roth
I am presently with Schwab I plan on opening a Roth IRA I have $7000 to invest either one lump..
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College Savings / Student Loans
Investment Account for Child
My wife and I want to set up an account for our daughter (she’s 3 years old) that accrues value..
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Insurance & Annuities
No SS for county retirees
Why are those that were employed by cook county have to pay for medicare? I was employed for 30 years..
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Social Security
Social Security benefits
If I turn 62 and want to claim my husband’s social Security benefits (he was the higher earner) is there..
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Housing / Real Estate
mortgage paydown?
We have a 15 year mortgage on our home at a 2.45 interest and have about 10 years left. Is..
