Ask Terry
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Credit/Debt
Credit card question
Hello, We have two credit cards that have very high limits which leads to us having a large amount of..
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Financial Planning / Retirement
IRA pay as you take or Roth conversation
I took tax break by putting my retirement in an IRA. I am now 70 and I am not convinced..
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Wild Card
Using part of my RMD as a charitable deduction
Can it be a benefit to me tax wise to donate a portion of my RMD to charity? If so,..
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Chicken Money
Investing money
Hi Terry, listen to you all the time. I have a question. My mother recently sold her home and has..
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Investments
Kids Investing
I want to introduce my 11 and 13 year old kids to the world of finances and investing to give..
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College Savings / Student Loans
Paying Student Debt
My daughter owes about 50k in student debt ( mixed different % rates) she just stated her career job, making..
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Insurance & Annuities
Income for life annunity
I’m 74 and retired, I’ve been taking income for 11 years, currently there’s enough equity to continue paying for 10..
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Social Security
Social Security
Sunday, April 12th Dear Terry, I am 78. My wife is 72. We were married in 2007. We both receive..
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Housing / Real Estate
resolving previously unknown mortgage assignment error from 1992
How do we resolve a mortgage assignment error from 1992 that was recently discovered while applying for a HELOC? In..
