Ask Terry
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Credit/Debt
Credit card
Why is it bad for your credit to close a credit card?
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Financial Planning / Retirement
Revocable trust
What type of lawyer do I need to get an revocable trust and who do you recommend
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Wild Card
Tax reduction
Without moving, how can I reduce what I pay in taxes? RMD is taxes, social security is taxed, dividends and..
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Chicken Money
Credit Unions CD,s
Hi , a Mokena Illinois Credit Union has a very good interest rate on CD,s. Are credit unions reliable banks..
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Investments
moving from index funds
With tech stocks dominating the markets and weakening diversification, I am concerned about my Vanguard Wellington funds. Is there a..
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College Savings / Student Loans
Tuition aid for low income households
Hi Terry, I’m a single mother with two daughters in college. Do you have any recommendations to apply for college..
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Insurance & Annuities
Life insurance — where to buy
How to find a good and low cost life insurance like colonial penn
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Social Security
Windfall Elimination Provision Retired in 6/2022 did not take pension until 2025
Social Security claims they overpaid by $10,427 and are reducing my monthly benefits. I did not take my pension until..
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Housing / Real Estate
Reverse mortgage column
You fail to mention that you have to pay ever increasing real estate taxes.insurance and maintaining and repair costs. Also..
