Wild Card Questions
covid money — where did it go?
Where has all the money gone? Trillions of dollars were appropriated during the covid years. It was to keep our..
Social security issue
I took my deceased husbands social security when I turned 62. Money was withheld until I reached my full retirement..
Money withdrawn from Schwab 401k account to pay 2023 Federal Income taxes. IRS 9
How can I find the right person in the Schwab Co. to communicate with the IRS to solve the my..
Sim swapping/Sunday June 15 Orlando Sentinel
Hi read this article and could not believe what I read. I called my cell provider and my bank only..
Trust or not?
I am retired and 77 years old. I have some at Edward Jones which isn’t a lot. I have a..
Dr. Bob Froelich
Will Dr. Bob be on the WGN Noon Business Report soon ? Thank you
Hospital Bill
Is their a time limit for a hospital to send a bill to you? Have a client who received a..
Value of $2.00 bills
Where do I go to find out if my $2.00 bills are of any value? I have several. Thank you,..
Taxes/Cost basis on NOT COVERED share
As you know, financial institutions are not required to report COST BASIS of shares prior 2011 to the IRS. However,..
Gift Tax
Can you cancel out gift tax? For example, if I give someone $20,000 which is over the limit, can they..
SS help with spousal benefit
Hi Terry. Will maximizebysocialsecurity.com be able to tell me if it’s more beneficial to take my ex-husband’s social security or..
time-share where to get out?
best way to get out of a time share
survivor benefit – spouse social security
I’m 75. Not really a question but heard you on WGN a few weeks ago (LOVE listening to you!!!) and..
Social security — correct benefits?
My husband died 18 months ago. I retired shortly before he died. I receive a pension from my employment and..
SIM Swap
On two occasions, right after my wife died, my Coinbase account was hacked, first for $14,216.61 worth of BTC and..
SEP account closed in error by financial institution
Have a SEP account through Merrill Lynch that was opened by employer in 1997 and untouched by me since then...
Tax law question
How do I gift my daughter $18,000 as a tax free gift. I am 68 years old and she is..
Zero Coupon Certificate of Deposit
I bought a zero Coupon Certificate of Deposit from Exchange National bank of Chicago. The bank is now closed, how..
Odd question about volume and sales
Hello, I was wondering about a couple things regarding the company I work for. I don’t want to say who..
Timeshare
I was wondering if you have any advice on how to get rid of timeshare. My wife and I have..