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Credit/Debt
Borrowing from 401K
Hello Terry: I’m 53 years old and would like to borrow $30K from my 401K to pay off a couple..
Financial Planning / Retirement
Pay financial adviser??
My wife and i have close $400,000 in retirement funds. i’m retired for 8 months she retires in june 2019...
Investments
money management
What do you advise regarding using Fidelity Wealth Management service? We have an account with them for our IRAs. Thank..
Chicken Money
IRA/CD
Hi Terry, I have a $16,000 IRA/CD Sitting idle that I’ve held for quite a while. The interest paid as..
Economy & Taxes
itemized dedcutions for taxes in 2018 filing in 2019
the property taxes I am paying this year , do I get to claim the itemization in January 2019. Also..
College Savings / Student Loans
529 Plans — Too late?
I’m a single mom on a teachers salary-and not well versed investing. Your opinion on Illinois Brighstart please? Should I..
Insurance
Dad is paying more into Life Insurance policy than it’s worth!
My father has a Whole Life Ins. policy since 1956. After my mom passed away, I took over paying his..
Wild Card
WEP/GPO Federal pension offsets
I am a teacher and will be collecting a pension, but I was not always one and I contributed to..
Housing / Real Estate
Reverse Mortgage for us?
How does reverse mortgage work? My husband turns 64 this month and we have a 30 year fixed. Our balance..
