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Credit/Debt
Freeze Credit
If I freeze my credit will I still be able to apply for a credit card? Thank You
Financial Planning / Retirement
RMD if I’m 71 this year?
Just a quick question. I turn 72 on November 23rd 2021. Am I required to take a RMD for the..
Wild Card & Pandemic Related
Stimulus Check
Hi Terry, Need some help, I did not received stimulus checks, I lost my job in late 2019, and was..
Chicken Money
Just retired, hope to be here 25 yrs, want to invest in CD’s or ira’s our large sum to be safe.
One of us a cancer survivor, we are afraid of losing what we have, is it foolish to keep in..
Investments
International Bond Index Fund
Hi Terry, I have a 60/40 (stocks/bonds) allocation in my IRA. My question is about my bond funds: -Short term..
College Savings / Student Loans
UTMA
Hi Terry. Please explain the benefits or cons of a UTMA account. I would like to set something aside for..
Insurance & Annuities
taxation of annuity distributions
I have a non-qualified annuity that we just started receiving distributions in 2020. Most of the internet articles say that..
Economy & Taxes
Should I move money from a pre taxed account to a post taxed IRA
Would it be wise to take money from my traditional IRA and move it to a Roth IRA. So basically,..
Housing / Real Estate
Selling Mobile home in Wi and buying home in AZ
I have lived in my 1973 mobile home in a senior community in southwest Wi for 21 yrs. I have..
