Ask Terry
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Credit/Debt
Credit card debt
My husband just passed. Due to an aggressive form of cancer. Due to a swift decline & some confusion on..
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Financial Planning / Retirement
Should I have an attorney review letter of agreement with fiduciary investment firm before signing
I am thinking of consolidating my investments with Fisher Investments. Should I have an attorney review the letter of agreement..
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Wild Card
Inheritance, what to do with it
I am on disability and my husband is on social security. My Aunt left us 75,000. Should I put it..
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Chicken Money
IDme: /Tbill
We opened a TBill per your suggestion years ago. My husband did the paperwork. I just opened an IDme: account,..
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Investments
Roth IRA
I’m over 75 y.o. I was told that my Roth IRA contribution increase to $ 8600.00 this year. I’m still..
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College Savings / Student Loans
outstanding student loans
how dofo I contact Great lakes Higher Education & Pheaa to get payoff balance?
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Insurance & Annuities
Medicare Sign-up
I am 68 and still working, and I have committed to my company to work through 2027. My wife (age..
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Social Security
Social security
I will be 70 in February. I have both full and part time jobs. I took your advice and am..
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Housing / Real Estate
Your opinion on using a reverse mortgage to purchase a new property
Hello Terry! I’m 70, retired, and would like to sell my condo and purchase another. The lender I’m working with..
