Wild Card Questions
Personal financial planner
I cano get this to print….any chance u can mail me or help me with my printer? Txs Mike
Financial organizer
Your article in the Richmond Times Dispatch suggested printing and completing your financial organizer–which is supposedly found in the upper..
Financial Organization
Where is the link to your Financial Organizer?
financial organizer
Can not find financial Organizer. Canyou e-mail to me?
avoiding the pain of inheriting a financial mess
Where do I find your personal financial organizer? It was in your column in yesterday’s Chicago Tribune.
Car Loan
Hello Terry, We recently purchased a new car. My husband, age 61, who was and still is the main bread..
Personal. Financial Organizer form
Tried to access the form but could not find it. Where is it?
still have a mortgage on my home, worried about loosing it if the dollar collapses
Hello Terry, should we be worried about loosing our home if it’s not paid off yet and the dollar collapses?
Form 1041 question for Terry
Hi. Very confused here. Went to AARP free tax help appointment for seniors. I am married and filing jointly with..
Car purchase
I’d like your advice on purchasing a car. I am retired and I’m looking at new cars and also certified..
Senior tax deduction
I think you should let your readers know that in order to receive the additional senior tax deduction (up to..
Wife not knowing assets after husband passes.
Heard you with Wendy Snyder today regarding someone not knowing about husbands bank accounts, investments and other assets. One source..
Equal partners on credit cards
My husband heard you talking on WGN radio today about married people needing to be equal partners on credit cards...
Am I stuck in an upper tax bracket?
If your income goes up enough to go into a higher tax bracket one year are you stuck in that..
Investing
My 24 year old son has saved $40,000 and the only debt he has is about $15,000 in student loans...
CPA
what is the best way to find a CPA and how do they structure their fees
Tax deduction for over 65, single
Unable to locate deduction referenced in Sundays paper 3/8/26
New $6,000 senior tax exemption
Terry, where on the 2025 Form 1040SR do I find the reference to the 6K per senior additional standard deduction..
charitable stock donation
Is it better to give appreciated stock and include in tax deductions or donate RMD money.I itemize due to high..
Grandson investment
What would be the best way to invest some money for the future (not long term…maybe 2 years) to assist..