Ask Terry
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Credit/Debt
Out of debt except for one loan
Terry, after years of debt, we sold our home, moved into a less expensive 55+ community, and used the profit..
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Financial Planning / Retirement
Should we convert 401k to Roth?
Should we be converting 401k $$ to a Roth account? Spouse 70 just retired Myself 69 retired in 2025
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Wild Card
Id me
Wasted 2 hours trying to complete setting up id me. Chat lines not helpful. Is there a person I can..
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Chicken Money
US SAVINGS BOND
HI TERRY, MY DESEASED OLDER BROTHER JOHN, BOUGHT MY DAUGHTER JENY A US SVINGS BOND AROUND HER BIRTH IN 1981...
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Investments
401K IRA
when my husband retires we were thinking of rolling over his 401K to an IRA where we could buy all..
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College Savings / Student Loans
Student Loan success
Hi Terry, no question here…just a thank you. I referred my daughter to your expert on student loan payments. Her..
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Insurance & Annuities
Medicare and HSA
My husband is a union carpenter supervisor and intends to work until 67. He is 65 and was told he..
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Social Security
Social Security
Hi Tery, I’ve been watching you on WGN for years. My name is Stefanie I am 50 years old and..
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Housing / Real Estate
Buying a condo as investment and renting to our daughter
Good Day Our daughter currently rents her condo – $1450 a month. The owner decided to sell it. My husband..
