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
Trust
My wife and I are currently in the process of trying to set up an irrevocable trust . I have..
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Wild Card
Treasury Direct ID.Me change over when a trust is involved
I have a personal account with Treasury Direct and a trust account. I have done ID.Me for personal account. The..
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Chicken Money
Treasury Direct
How do I chang my mailing address on Treasury Direct?
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Investments
401K IRA
when my husband retires we were thinking of rolling over his 401K to an IRA where we could buy all..
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College Savings / Student Loans
Student Loan success
Hi Terry, no question here…just a thank you. I referred my daughter to your expert on student loan payments. Her..
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Insurance & Annuities
Medicare and HSA
My husband is a union carpenter supervisor and intends to work until 67. He is 65 and was told he..
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Social Security
Social Security
Hi Tery, I’ve been watching you on WGN for years. My name is Stefanie I am 50 years old and..
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Housing / Real Estate
investments in rental property
Hi do you know a way to shield or reduce the taxes I will have to pay 0n my rental..
