click here for column archives
April 15, 2018
It seems the hottest topic in financial advice these days is Fixed Indexed Annuities. The pitch promises asset protection on…
April 4, 2018
It’s proxy season. As America’s public companies send out their annual reports, and ask you to vote your shares in…
March 28, 2018
In the coming weeks, millions of college freshmen will know the joy of acceptance and the agony of money as…
March 18, 2018
Investors beware! An appellate court just ruled that the Fiduciary Rule is dead – before it was even fully implemented…
March 14, 2018
After nine years of a bull market, your 40l(k) retirement plan is likely your largest financial asset, perhaps even dwarfing…
CampaignforInvestors.org
Financial Planning & Organization Websites
Need help finding a trusted financial planner? Help knowing what questions to ask? And asking how much you’ll be paying? This website is the perfect place to start your search.
SmartCheck.gov: A new site that lets you investigate before you invest.
This new government website allows you to check the background of brokers, advisors, commodity advisors, and even insurance salespeople.
Medicaid LTC: What Assets Will Your State Let “Well Spouse” Keep?
When your spouse needs “custodial” care, Medicaid may step in to pay — depending on your assets and income. But the “community spouse” does not have to give up the family home or all assets and income. Each state sets its own income and asset limits. Check this site to get details for your state.
Answered on April 19, 2018
Dear Terry, I am an occasional listener of the business lunch on WGN and I visit the site sometimes…
Answered on April 19, 2018
If I purchase a two-family home with my adult son and we are both on the deed and he occupies one…
Answered on April 18, 2018
Good Morning Terry. I enjoy your segments on WGN morning news. Can you share what the major…
Answered on April 17, 2018
Terry, I check your site every day and love your advice and guidance, but, I wanted to follow up on…
Answered on April 16, 2018
What is a good investment strategy for my mom who is 68 years old with just social security benefits…
IRS Withholding Calculator
Don’t give the government a tax free loan. Adjust your withholding.
eHealthMedicare Part D Drug Comparison Tool
Medicare Part D Drug Finder at Medicare.gov
Income limits for Roth IRAs, contribution limits for all IRAs — it’s all here!
choosetosave.org
Find your Savage Number!
livingto100.com
What is your life expectancy?
FDIC.gov
Find your insurance limits.
IRAHelp.com
IRA questions answered!