Wild Card Questions

Hi Terry, My dad has retirement accounts at Fidelity. Somehow his account was hacked maybe through a sophisticated operation where..

Hello. Appreciate you and have followed you for a very long time. Thank you for all you do. I’m 60...

Dear Terry. I hope you can give me some guidance. I am 61 and self-employed with a secure job. I..

Terry, We filed our joint return for 2024 in April (electronically) and received our refund in a short time period..

Looking at buying NEW car, around 35k. We have plenty of cash, currently earning 4% in T-bills. Both our age..

We have Medicare A , B, D, & a top of the line Supplemental insurance policy, but just saw a..

I’m worried that my daughter is not saving for her future. She’s 31 years old and does not have a..

Hello Terry, I recently tried to log into social security. I had not done so for awhile. It instructed me..

You said on John Williams show you had form for listing your assets and accounts for when you die. Thank..

Hello, Terry. You very graciously accepted my text on the John Williams Show when John Hansen was hosting a couple..

Need a referral for someone specialized in structure, taxes and transfer of assets in a trust.

I’m retired at age 67 recently. I have my chicken money and investments and collect my deceased husband, Social Security...

I put $500 per year in my grandkids Roth accounts. What is the best investment to put it in? They..

We found an old CD account of my mothers, she died in 1993, she last used the account in1992. the..

I heard from lot of friends that FIRE number(financial independence) is between 3-4 million. Can you write a column about..

Need financial advice for 19 year old granddaughter. Her Dad (divorced from Mom & remarried) is moving to Arizona and..

are your books also in e Format?

No response needed here. I just want to thank you for your recent article on chicken money and the impact..

I’m 85. My grandchildren are my beneficiary’s. I want to strongly suggest they stash 10% of their inheritage in something..

What is the greatest amount of income that a married senior couple can earn BEFORE taking their maximum married filing..