Wild Card

Wild Card Questions

Column on June 1st – Paper Checks to Pay Estimated and Annual Taxes

Hi Terry. In your article on June 1st in the Tribune, you discuss an executive order about the use of..

On John Williams program 1210pm

Today, Wednesday June 4 you mentioned your friends….SORE MUSCLE JELLY…..how do I get that….by the way,you are one Wonderful Woman…...

Data Protection Company

Can you recommend a data protection company? On the other hand, I’m not even sure I need one; our financial..

Treasury Note & Bill

I inherited T-bill and treasury note. Both were liquidated. What are the tax consequences? I was not related to the..

Financial Coach

My 24 year old grand daughter is a very bad money manager, do you know anyone in the Lake Geneva..

6/1 column

Been following you for years, read all your books. Terrific. Today’s column identified several ways to protect your digital “self”...

Non-spouse inherited pensions

My friend is the named-beneficiary of her ex-husband’s pension from HP. He died 2018. They will not give her a..

Accessing missing pension and 401k

I am trying to access my 401k and pension from a company that is no longer in business. How do..

Roth IRA (correction to TV comment)

Not a question but, I wouldn’t bet my life on it, but I don’t think you can move money from..

Bonus and taxes withheld

I’m going to be getting a bonus at work soon and was wondering should I change my tax status so..

Income tax on recovered unclaimed property

Are funds received from an out of State Treasurer for unclaimed property (10 to 12 year old stream of dividends)..

POA-H Young Adults

Should you have a POA-H in place for your young adult single children? Like for when they go away to..

Missing Federal Tax Refund

I am a 75 year old widow and e- filed my return on March 25 and I have not received..

Post college basic financial advice

My daughter just graduated from college…what are important financial objectives she should focus on in starting out with a new..

Stock Certificate

How can you find the date of when a stock certificate was purchased?

FDIC and bank safety

Will are money in the bank still be insured being President Trump is changing so many things? And is are..

Financial Literacy

My daughter is 37 years old. She has poor financial literacy probably due to learning, motoring and socialization difficulty since..

types of payments that IRS will find acceptable

Greetings. I hear that, come late September, the IRS will no longer accept payments in the form of paper checks...

Tax refund

Sent 1040 form by certified mail. Post office said form received 3/25/25. Have checked website for status multiple times and..

Paying Off A Car

Hi Terry, I would like to pay off my new car. Should I take profits from my investment savings account..

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