Wild Card Questions
Pension from Sears through PBGC
I’m retired at age 67 recently. I have my chicken money and investments and collect my deceased husband, Social Security...
Roth accounts for grandchildren
I put $500 per year in my grandkids Roth accounts. What is the best investment to put it in? They..
Old bank account
We found an old CD account of my mothers, she died in 1993, she last used the account in1992. the..
How to arrive at FIRE number.
I heard from lot of friends that FIRE number(financial independence) is between 3-4 million. Can you write a column about..
Medicaid
Need financial advice for 19 year old granddaughter. Her Dad (divorced from Mom & remarried) is moving to Arizona and..
ebooks
are your books also in e Format?
Thank you, again…chicken money
No response needed here. I just want to thank you for your recent article on chicken money and the impact..
Grandchildren’s inheritance
I’m 85. My grandchildren are my beneficiary’s. I want to strongly suggest they stash 10% of their inheritage in something..
Senior tax bracket income planning
What is the greatest amount of income that a married senior couple can earn BEFORE taking their maximum married filing..
My ss# appeared on the dark web according to Zander.
There is conflicting information on the web on the following 3 questions. 1. The 3 credit bureaus tell me I..
401k
My son separated, got full custody of his daughter owes lawyers 60,000. He wants to close his 401(k) thoughts.?
Are you blind to customer inflation due to tariffs?
Hi, Terry. See you show up on WGN News sometimes. You (mistakenly) said on September 10th that we “aren’t seeing..
Taxes
How can someone monitor their taxes? Last year I owed $5,000 in taxes. Between collecting my social security, an annuity,..
form for financial records
Hi Terry- where do I download the form to list all my assets with account numbers, passwords, …etc So my..
Gift money from trust
I have been helping my daughter here and thee since her divorce and the money is coming out of my..
Wintrust business lunch
When will Dr. Bob Froelich be on the WGN Noon Business Lunch ? Thank you
Obtaining hx of SSI tax payments of deceased family member
Hi Terry Is there some way to find out if a person (now deceased) has paid or needed to pay..
Dont’t count cash out of the mix
Trib article Sun 8/10. I don’t understand the part about using credit cards interchange fees. When go to restaurant they..
Tax deductions
Trump is giving seniors (weare74&76) a 6000$ tax deduction… what is this and can I get it ? Thank you..
VA Disability Benefits Horror Stories
Do you ever look into horror stories about how the VA withholds VA disability benefits payments? I served for 27..
