Wild Card Questions
Social Security pay back after death
Terry, My mother in law passed away in August and after she was paid her August social security. They sent..
Social Security benefits for spouse
I thought that my spouse is supposed to get half of what I receive each month. But it is $300..
Social Security Spousal Benefits
Am I eligible for spousal Benefits? My wife and I both will qualify for Soc Security (1 more year). I..
Misc pay from Treas
My bank statement shows “APA TREAS 310 MISC PAY” for $500.00. Can you tell me what this can be for?..
Social Security Website COLA
Hello Terry When does the Social Security website get updated with projected monthly payments? Currently, it only goes through 2023..
95yr old Dad never took his RMD’s from traditional IRA ($11,000) or 401k ($150,000)
While he’s still alive, should we call the IRA/401k’s to see what to do. Or should we wait until he..
Silver
Where is the best place to sell coins in Chicago? Sterling silver flatware?
Jobs
I am a 70 year old man and was wondering if there are any jobs I can apply for in..
State tax on interest
Hello terry! Does Illinois tax interest earned from CD’s or savings accounts?
Inactive IRA investment document ,
Ms. Savage Is there a way find out Information regarding a dormant IRA account? The last information I have is..
IRA rollover over 60 days
I received a pension payout directly on July 5th I looked as I did not remember the exact date I..
Car lease
What is the financially sound move to make with my leased car. 3 years up in may. Thank you
Avoiding Gift Tax
My adult daughter is a co-signer on my Checking account. An emergency situation occurred on her house and I want..
Financial Education
Hi Terry, was listening today on WGN and you are so right about getting financial education from the right sources...
Monetary gift to son that is tax deductible
I’m retired . I would like to give my son $7000 gift to help him with down payment for a..
Dark Web
I received an email from Lifelock stating my name was found on the Dark Web. All my credit bureaus are..
Overpayment of Medicare part A
I was the one who called into WGN this afternoon. I began taking my social security at age 62. When..
Older Singles and Financial Picture
Hi Terry, On Wed Aug 28th 2024, a single male gentleman called in to the noon WGN radio show with..
Data Breach – National Public Data
Hi Terry, Yikes, this National Public Data Breach was a big one! Which sites are safe to check whether we..
giving adult children money
Hi Terry, Our adult daughter has returned to college and we give financial support of over $18K. We send the..