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Credit/Debt
Restricted credit card
Hi Terry, I have a Capital One credit card acct. (since 1999). Acct. was put on Restricted status after I..
Financial Planning / Retirement
401K
Hi, I will be 67 in October and am working full time. I contribute to my 401K and contribute enough..
Investments
401 K investments
Hi Terry, Im 67 and retired. I have my retirement with Transamerica. I have some money in small/mid cap stocks,..
Chicken Money
Reinvesting money assets
If stocks and bonds are not a good place to invest my savings…where do you suggest I should reinvest?
Economy & Taxes
Inherited stock cost basis for inheritor
Must the inheritor of a mutual fund use the market value value of the fund on the day of transfer..
College Savings / Student Loans
best pre-tax investments for teachers
Hi Terry, I am a teacher and would like to use part of my paycheck to invest in my retirement..
Insurance
Whole Life Insurance Policies
Hello Ms. Savage, saw you on WGN Morning News talking about the Capital One Breach and the Equifax Settlement. Also..
Wild Card
Annuity investment, at age 87
My wife and I are 85 and 87 years old, and are considering selling our home in the historic district,..
Housing / Real Estate
mortgage refinance
Hi Terry, When does it make sense to refinance your mortgage? Is it a certain percentage lower, when you have..
