College Savings / Student Loans Questions
Can separate 529’s be used for both students?
I have two 529's, one for each child. We saved enough to pay most all costs of both kid's college....
College savings — which to use first?
Hi Terry, My son will begin college in the fall. I have accumulated approximately $40,000 in a combination of savings...
College Savings Plans in Illinois: What to do! Why I Don’t Recommend BrightStart
Terry, On WGN the other day you mentioned you no longer recommend the IL pre-paid plan for saving for college....
College savings in child’s name
Hi Terry, My son will be going to collage next year. He has some money in savings & a little...
College Planning
Terry I have a question about what your thoughts are for best planning for a college find. I have little...
Bright Start for College Savings?
Hey Terry. I have a daughter who will turn one years-old in January, and I want to open a Bright...
529 account
My son is 14 and I want to start a 529. Should I go for a more riskier fund or...
Retirement and student loans
My daughter has a large amount of student loans that are considered private loans. Mainly from Citi bank and AES....
college loans repayment
how can I combine them to one. Private & Federal Loans ? Thank You I missed the website you had...
Roth 401k Conversion
Dear Terry, When leaving or retiring from a firm, can a person's Roth 401k account be converted directly to a...
Student loans — a rescue?
My grand daughter, age 21, has student loans from 'Direct Loans' in the amt. of $11,000. This loan was made...
PLUS STUDENT LOAN NOW DUE
Morning Terry, We have now come due in July 73,000 in Parents Plus loads we took out to help our...
Student loans interest rates are unfair
My son has huge student loans from law school, Direct Loan and Grad Plus. He went to school during that...
I’m preparing to send my daughter off to college
My daughter has been accepted and will be attending University in the Fall. We have a small 529 plan, a...