Ask Terry
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Credit/Debt
Credit reporting — fico score is unscorable
HELP, granddaughter’s poor credit rating improved to 670. In one week Experian says that FICO SCORE8 is now UNSCORABLE. 670..
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Financial Planning / Retirement
Estate planning attorney
Need an Estate planning Attorney in Wheaton Area . Do you know anyone there
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Wild Card
form for financial records
Hi Terry- where do I download the form to list all my assets with account numbers, passwords, …etc So my..
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Chicken Money
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Investments
401k
I’m 65 and got a late start with retirement saving. I currently work for a large company with a 401(k)..
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College Savings / Student Loans
Grandparent college 529
What are the advantages or repercussion of a parent adding money to our grandparent 529
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Insurance & Annuities
Trust owning life insurance
Should a life insurance policy be put into The family trust?
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Social Security
Social security
My brother passed away on July 2, 2025. I received a Social Security check for June but the bank sent..
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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..
