Wild Card Questions

Hi, I recently discovered a substantial amount sitting in a cash account of a fund that I have. It has..

The question evolves around holding mutual funds in a taxable joint account. Case 1 ~ After one spouse passes JTWROS..

My son’s oldest son is on disability. He turned 18 In June of last year and graduated with his class..

I am A single mother who is only income is disabilities . Destitute I made a mistake taking a sum..

can I give money to my children that can be tax free?

My employer offers a 401k plan that is pooled with the entire office. It is managed by his advisors in..

I am wondering if you can provide more info on the benefit to buying a car before 2020. We wouldn’t..

Hello Terry, what is your opinion on bread routes? I am looking to buy one as an investment. Also, do..

I live in a tear down. My lot is worth more than the house. A claim would require me to..

Where should a 90 year old man invest?

Is it a good idea to buy stock for grandchildren I been buying stock for there birthdays since they were..

Now that the IRS has included a question about virtual currency activities do you think there will be more federal..

The year 2000 gave us the dot.com bubble, 2007/2008 gave us the Mortgage Crisis bubble..With stock markets at record highs,..

Can you explain the potential value of stock options when working for a start-up? I have to be employed for..

My wife is a retired CPS teacher. I am a union carpenter thinking about future benefits moving forward. When I..

Hi Terry, I enjoy your regular appearances on the WGN morning program. I notice that the Federal Reserve has been..

My social security is greatly reduced because I have a pension with the city of CHICAGO. Is it possible to..

I read your article about Medicare Open Enrollment. Most people sign up for Medicare when they turn age 65 even..

I’m disabled & have been on disability since 2005 (have MS). I was always covered thru my husbande’s ins. through..

I have had the experience of selecting a Part D plan and then finding out with my first prescription in..