Ask Terry
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Credit/Debt
401K & credit card debt
We currently have appx $65K in credit card debt. We have appx $1.26M in our 401K plans ( combined) should..
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Financial Planning / Retirement
Beneficiary of deceased daughter accts
My daughter passed at 38, leaving 3 children. I’m beneficiary of her life insurance &. 401k. This $ will only..
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Wild Card
charitable stock donation
Is it better to give appreciated stock and include in tax deductions or donate RMD money.I itemize due to high..
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Chicken Money
Investment to earn more interest
I’m 83, disabled , no family but have about $15,000.00 saved while living on just 1551.00 Social Security income. I’d..
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Investments
Investing
Are Vanguard ETF’s (US stocks, international Stocks, US bonds, international Bonds) a good option to Fidelity managed Mutual funds? I’m..
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College Savings / Student Loans
Trump Accounts
Hi Terry, first let me tell you thanks for all you have done to help us with finances. You are..
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Insurance & Annuities
Life insurance
Hello, I have life insurance through my job but that’s it. Can you recommend a company/plan? I’m 62 years old...
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Social Security
Social security/medicare benefits
My sister and her husband made an appointment at their local SSA office to sign up for benefits. He is..
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Housing / Real Estate
Wondering if Ishould refinance with a New Mortgage
Hi Terry , I love listening to you ! I was wondering if it would be Ok to refinance and..
