Wild Card Questions
Annuity
I currently have an annuity that has a balance of 165,000. It is getting a 5.65% rate. It’s a 3..
I appreciated your report on WGN tv about the market today
I appreciated your reporting on the stock market falling this morning on the WGN morning show. I felt the segment..
Increase in Medicare Costs due to Real Estate Sale
I sold some property which increased my income for last year. It’s a one-off. SSA says that because of that..
Capital Gains
Hi Terry, am I to understand that I can cash in some long held stock and not pay Capital Gains..
Estimated Tax Payments
Need to make estimated tax payments. The IRS website says it is ok to write a check to the government...
Should I take offer Paramount’s offer to acquire my 35 shares of Warner Bros. Discovery shares
Good morning, Terry. I love listening to you on WGN and reading your columns. We acquired 35 shares of Warner..
Medicare cost after inheritance…
Hi Terry, my monthly Medicare cost triple this year because of a one time inheritance that was on my tax..
Recently widowed
I’ve just filed with the SSA for survivor’s benefits. My husband passed in October. SSA has no W-2 from 2013,..
Medicare fraud
My husband has been charged on his Medicare account for intermittent catheters at the cost of $12,000 over two separate..
Government taxing IRA,401K,RothIRA
Saw a rather disturbing video on email that was warning retirees to move on securing their accounts because the government..
SIM card
Dear Terry I always enjoy reading your articles and financial advice . Last Sunday you mentioned SIM card protection so..
SUM Theft in the Chicago Tribune on Dec 21, 2025
Is the SIM protection code you mentioned different from a PIN I have created before I can use my phone?..
INHERITANCE
I HAD A SIBLING WHO PASSED AWAY DECEMBER 2024. THERE WAS A WILL, HOWEVER NOT UP TO DATE. WE ARE..
Crook County property appeals
Hi, Terry, can you recommend a trustworthy person who can help my elderly parents appeal their Crook County property taxes?..
Gold
I just heard you on WGN radio and you gave a name where you have bought gold and I missed..
investing for minor grandchildren
I want to open stock accounts for each of my 6 great grandkids. I have asked each what stock they..
Co signing a loan?
Should I co sign a loan for my granddaughter? Will this affect my excellent credit rating?Will I get good interest..
Illinois Estate Planning – HB2601 — $8 Million Exemption? Will it REALLY happen??
Terry, Do you have more information on HB 2601 introduced to the Illinois General Assembly, but not voted on yet...
Finding lost US savings bonds
I have recently discover that I have list all my savings bonds from 1950’s through 1980’s. These were birthday gifts..
SIM card
what was your advice regarding SIM card? Do you freeze or put it on hold? I read somewhere that you..