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Credit/Debt
Personal Loan
My husband passed a little over 3 yrs ago, unfortunately I only had a small life insurance policy on him...
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Financial Planning / Retirement
RMD
I turned 72 in December 2022. Do I need to take an RMD by April 1st of 2023 ??
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Wild Card
Dollar stability
You’ve always said don’t bet against America. But what if the world does? I’ve heard the Saudis are thinking of..
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Chicken Money
Money Market Fund
How safe is the Vanguard Federal Money Market Fund (Settlement Fund)? it a good idea for “Chicken Money”?
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Investments
Questions cd s and or savings
I’m almost 67 n have about $16,000.00 In an ira savings earning almost nothing in my credit union. My question..
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College Savings / Student Loans
gifting a treasury note
can I gift a 6 month treasury note to a grandchild?
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Insurance & Annuities
Long term care insurance
This is actually a comment on your recent column. I live in Ct. I’ve been paying premiums on my LT..
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Taxes & Economy
Owe IRS back taxes
Hi Terry, I owe $20,000 in back taxes and tried to get installment payments setup with IRS but that was..
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Housing / Real Estate
choosing a new investment firm
My current firm(Cetera) will not write a letter of intent to transfer retirement funds monthly into my checking account in..
