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Think Twice About Fixed Index Annuities

April 15, 2018

It seems the hottest topic in financial advice these days is Fixed Indexed Annuities. The pitch promises asset protection on…
Vote Proxy for Diversity

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…
Financial Aid Award Letters

March 28, 2018

In the coming weeks, millions of college freshmen will know the joy of acceptance and the agony of money as…
Investors Beware -- Fiduciary Rule is Dead

March 18, 2018

Investors beware! An appellate court just ruled that the Fiduciary Rule is dead – before it was even fully implemented…
Investigate Your 40l(k)

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.

Insurance Websites
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?

Retirement Websites
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.

School Loans and LIfe, in general, I think

Answered on April 19, 2018

Dear Terry, I am an occasional listener of the business lunch on WGN and I visit the site sometimes…
property tax deduction on 2 family home

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…
College savings plan vs Education IRA

Answered on April 18, 2018

Good Morning Terry. I enjoy your segments on WGN morning news. Can you share what the major…
HELOC interest deductible?

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…
68 year old retired mom investments?

Answered on April 16, 2018

What is a good investment strategy for my mom who is 68 years old with just social security benefits…