Ask Terry
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Credit/Debt
Hospital collections
ust year I had surgery at Advocate South Suburban Hospital. There was a $188.00 copay that I was trying to..
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Financial Planning / Retirement
CFP, Tax Savings, Roth Conversion
What do think of the company “Facet” for retirement planning? My husband I have 6M+ in retirement assets and are..
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Wild Card
Question regarding State of IL tax return
Terry: H&R Block has e-filed my federal and state returns for years. This year, I was told I would receive..
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Chicken Money
US Treasuries
Hi Terry. We just tried to buy a $100,000 US treasury bill through our Schwab account. The interest rate offered..
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Investments
FDIC or Money Market Fund?
Hi Terry. I have $900,000 in a Vanguard IRA Money Market Account . I am 71 and starting to think..
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College Savings / Student Loans
student loan forgiveness CMA student
Please send me the contact information for the lady you talk about often who can wipe student debt cleaner than..
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Insurance & Annuities
Annuities
We have three annuities approaching the maximum for being insured ($250,000). We have no reason at this time to annuitize..
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Social Security
Social Security
If my husband who was previously marries dies, can his ex-wife claim his social security or just me. I heard..
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Housing / Real Estate
Reverse Mortgage
Can you recommend a reverse mortgage lender in Chicago IL 60610
