Ask Terry Archives
By Terry Savage
getting a higher savings rate with a “new” account number.
Answered on July 06, 2025
Repayment of student loans that are private through Sallie Mae.
Answered on July 05, 2025
Trust question
Answered on July 05, 2025
Inactive Annuity
Answered on July 05, 2025
Cost basis of inherited stock
Answered on July 05, 2025
Money market funds
Answered on July 05, 2025
Credit reports
Answered on July 05, 2025
Mortgage Refinancing
Answered on July 05, 2025
Protecting IRA
Answered on July 05, 2025
Investment for already retired
Answered on July 05, 2025
Private Equity investments
Answered on July 05, 2025
Investing at 80
Answered on July 05, 2025
SS rules for ex-spouses
Answered on July 05, 2025
Credit cards
Answered on July 05, 2025
WEP refund
Answered on July 01, 2025
IRS EST TAX
Answered on June 26, 2025
Roths
Answered on June 26, 2025
Tapping my IRA for credit card debt
Answered on June 26, 2025
Financial gifting to grandchildren
Answered on June 26, 2025
Bright Start 529 Program
Answered on June 26, 2025
