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Wild Card Questions

2025 Income Tax Return NO REFUND

Everything fine until I rec’d follow up email regarding a detail for my wife (joint filing) that I can’t recall...

I BONDS and ID.me

We are having trouble with the ID.me log-in. When our I BONDS mature in May 2027 won’t they just be..

Treasure Direct ID.me login

I set up my ID.me login, however, when I got to having to take a picture of my license, it..

recent extra SS deposit

Hi- I got a $90 deposit from Social Security this week. It is not my “payday week” and I do..

Investing in my son’s company

My husband has an inherited IRA from his mother. My son is looking to purchase a small business. Our annual..

I d.me

I’ve been trying for months even before treasury direct announced the change to this new log in process to get..

short & mid-term vanguard treasury funds

My wife and I are both in our mid 80’s and have a significant amount (about 500K) of her IRA..

Two questions

My accountant retired and sold his business. He was a CPA but sold his business to a non-CPA accountant. Where..

Timeshare exit

We are at retirement age and would like to exit or cancel our timeshare with Hilton. Do you have any..

ownership time line rules for I bonds

When does the five-year clock start for an inherited I bond? I could not find any information about this on..

ID.me

I have been able to get to the very end of the procedure and then I get a screen that..

ID.me

My husband and I have an account with TreasuryDirect.gov. We knew we needed to switch to ID.me. I already had..

Estate Planning-how to set up a fund for a child that pays monthly benefits

Hi Terry. I am considering setting aside an amount of money that funds the livlihood of one of my children...

Insurance companies

Why are insurance companies like Prudential consolidating in US and selling foreign assets. Is this a risk avoidance tactic. IS..

ID.me

I tried for 30 minutes to log in to Secure Sign in. Could not get in. What am I doing..

Unclaimed money

Please identify a trustworthy website to search and retrieve funds from a insurance company.

ID.me mess!

Well, I set up another email and did the ID.me process and quite honestly I really feel that my information..

Your column on National Debt

Terry: Your most recent column on the National Debt and why we should all be concerned was as always well..

Gold ETF

On 9.23.26 you mentioned GLD gold etf..if our deficits exceed our ability to pay..if I had money in an etf..an..

Deceased/grandkids

My husband and I lost our only child in 2023, he was 30 years of age. He had 2 babies...

money

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