/ Ask TerryAsk Terry
Credit/Debt
Debt Consolidation Help!
Terry, would you please list a few reputable companies that handle debt consolidation or debt restructuring programs. I currently have..
Financial Planning / Retirement
Inherited IRA
I recently inherited a SEP/IRA plan from my mother who passed away last year at the age of 75. I..
Investments
Investment question
What are some good growth and income mutual funds to invest in?
Chicken Money
Maturing CD’s
Over the years we have placed large amounts in “laddered CD’s”, with FDIC insurances, now in my 80’s, if not..
Economy & Taxes
maximum deduction amount
Is $10,000 the maximum deduction allowed for the total of real estate taxes and charitable contributions? Is the standard deduction..
College Savings / Student Loans
529 Account
We are blessed with a 1 year old Granddaughter who lives in AZ. We live in Illinois and wish to..
Insurance & Annuities
Insurance “score”?
For the last coupe of years, our auto insurance documents included a page referring to our Insurance Score and what..
Wild Card
Mother’s mortgage
Hi Terry, I need advice regarding my mom’s mortgage payments. She is 79 y/o and retired. Her mortgage is currently..
Housing / Real Estate
10-31 Exchange Services. Can you recommend a financial institution that will provide the Fiduciary services?
I have a condo in Chicago that I rent out. I would like to sell it and buy a condo..
