Ask Terry Archives

Hi Terry: Thanks to your recommendation, I've been tracking the accumulation of my retirement funding for a number of years with the help of Financial Engines. I love it, and am grateful to you for having steered me in that direction. I am curious though if you've ever had any feedback from any of your…

Thanks for the great presentation at Simmons Women's Leadership Conference this week! We bought into 2 Marriott Timeshare properties about 8 years ago, and are still paying the monthly mortgage. We would love to sell these, the monthly bills are killing us. Do you have any advice on best way to do this? thank you.…

My daughter has been accepted and will be attending University in the Fall. We have a small 529 plan, a small scholarship of $6,000 per year, and regular savings. What would be the best way to pay for this? Should we use all of the 529 funds the first year? SAVAGE SAYS:No, give the 529…