Wild Card Questions
SS & unemployment.
Hi terry. I’m 67 and collecting SS. I still work as a seasonal employee. Can I collect unemployment AND SS?..
Personal planner
Where do I find the 4 page form you mentioned on John Williams show for estate planning talk with children.
Identity Protection
Terry, It has been suggested that parents should subscribe to identity protection services not just for themselves but also for..
Cook County real estate tax increase
Can you do a segment on WGN- CC late tax bills and suburban 2025 tax increase for 2026? I got..
Stolen Retirement Money
Hi Terry, My dad has retirement accounts at Fidelity. Somehow his account was hacked maybe through a sophisticated operation where..
Sharing Financial Position with Adult Children
Hello. Appreciate you and have followed you for a very long time. Thank you for all you do. I’m 60...
Retirement anxiety
Dear Terry. I hope you can give me some guidance. I am 61 and self-employed with a secure job. I..
2024 Taxes – Amended return waiting for refund
Terry, We filed our joint return for 2024 in April (electronically) and received our refund in a short time period..
Buying new car at age 73, should we finance or pay cash
Looking at buying NEW car, around 35k. We have plenty of cash, currently earning 4% in T-bills. Both our age..
Emergency Transportation Insurance
We have Medicare A , B, D, & a top of the line Supplemental insurance policy, but just saw a..
IRA for my daughter
I’m worried that my daughter is not saving for her future. She’s 31 years old and does not have a..
New Social Security Login?
Hello Terry, I recently tried to log into social security. I had not done so for awhile. It instructed me..
Asset listing for survivors
You said on John Williams show you had form for listing your assets and accounts for when you die. Thank..
SBA Loan discrepancy — FRAUD
Hello, Terry. You very graciously accepted my text on the John Williams Show when John Hansen was hosting a couple..
Trust
Need a referral for someone specialized in structure, taxes and transfer of assets in a trust.
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..