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Credit/Debt
Free annual credit report check
Hi Terry, I know your very busy, but would you please post the ‘Free Credit Check’ servcie you recommend.
Financial Planning / Retirement
Fund management fees
What is a reasonable fee to pay to have someone manage your retirement funds? We have been quoted 1.5% up..
Investments
Liquidate small IRA cd
Terry, please point out the pluses and minuses regarding liquidating a small IRA ( cd )say 15,000 which is producing..
Chicken Money
Tbills
When the market is down, is it the best time to buy Tbills?
Economy & Taxes
RMD the year of death
Dear Terry, My sister 72 1/2 yrs old passed away in February of 2018. She had taken her RMD for..
College Savings / Student Loans
Student loans or distribute inheritance
Friend has a TSP account from his deceased wife and the money is designated for their sons college. Discussion- cash..
Insurance
life insurance for two teens
Want to purchase life insurance policy for two grandchildren ages 15 and 20. Please suggest a good insurance company to..
Wild Card
Student loans or distribute inheritance
Friend has a TSP account from his deceased wife and the money is designated for their sons college. Discussion- cash..
Housing / Real Estate
Home Equity Loan for paying credit card debt
Hi Terry, My wife & I are in our mid to late 40’s and have accumulated close to $98K in..
