Ask Terry
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Credit/Debt
0% credit card
I am 75 with a discover card balance of about $7700. My credit score is just over or under 700...
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Financial Planning / Retirement
When to take social security
My wife and I are 65 y/o. I am retired from the Chicago Fire Department with a public pension ,..
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Wild Card
Crook County property appeals
Hi, Terry, can you recommend a trustworthy person who can help my elderly parents appeal their Crook County property taxes?..
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Chicken Money
IBond Inheritance
I already purchased an iBond in my friends name. Do you know – Is it his if I die and..
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Investments
How to Invest
Hi Terry, I only have $5000 to invest. What’s the best strategy to build on this? Short term preferred, but..
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College Savings / Student Loans
UGMA Account
If I opened a UGMA or Alterative account and plan to initially( one time) fund it and just let it..
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Insurance & Annuities
Where to put money from a Matured Annuity at age 72
Hi Terry, I’m 72 my wife is 70 and we have 200 K in Allianz matured Annuities. We don’t want..
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Social Security
Un-enroll from Medicare
Yes, I was very dumb. Just b4 i turned 65 in Oct I checked out the Medicare website. I marked..
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Housing / Real Estate
Getting a HELOC to protect our home title?
Hello Terry, My wife and I are 73 years old, own our home in Elmhurst, and have no debt. I..
