Wild Card Page 131

Wild Card Questions

Your new book

Hi Terry – I have been following your articles in the Chicago Tribune for years and in today’s column, you..

Social Security — running out?

Hi Ms. Savage, Is all the talk of Social Security being solvent for less than 20 years true? If so,..

Finding complete history on stock using cusip

Hi Terry, my late father died in 1985 and I just found and recovered abandoned assets being held by the..

Selling aTimeshare

We have a timeshare that we continue to pay yearly fees and rarely use. Do you have any advise as..

HELP

Hi Terry, My husband and I are 75 and 77. We have $415,000. We sold our home and bought a..

Elderly scamming

My grandfather was scammed and is now in a class action lawsuit against western Union. If any money is returned..

Lottery or lawsuit proceeds

I was thinking, in the event I was to win a lottery or a lawsuit of splitting my proceeds into..

united states saving bonds

I have bonds that are due to mature and I was wondering if there was a way to convert these..

what to do with extra money

I would like some advice on what is smarter, pay off my mortgage which is $50k or to invest those..

Gift to me — is it taxable?

My nephew has offered to gift me $15,000. a year due to a large inheritance he received. Will I be..

I was with my daughters father for 20 years but cannot find a marriage certificate

I retired early and am only bringing in 323.00 on my own record and cannot believe that this history regarding..

trusts wills beneficiaries EVERYONE PLEASE READ THIS!

Dear Terry: I have a trust and will however I keep getting conflicting advice about how to designate financial assets...

Reverse Mortgages —Terry and Tom Selleck

Hi Terry, As a former H.S. Business Teacher at Oak Park River Forest H.S. and mortgage banker at The PrivateBank..

Tax free gifts to family over $15k

Hi Terry, I would like to give my daughter $50k as a gift and see that I can if I..

Annuity

I am 72 years old and retired. I have an annuity of approximately $270,000 held at TIAA which I need..

Annuities – Was I taken?

Hi Terry, I retired 5/1/2019. Before retirement I met with a different advisor than my current to get another perspective..

Interest Rates

What do you feel about negative interest rates on government savings bonds?

Changing Name on Inherited Stock Certificate

Who to contact at At&T Computershare to make owner change (death of owner) , new ownership (daughter) name to change..

RETIREMENT

MY WIFE IS 62 YEARS OLD. SHE WANTS TO RETIRE NEXT MONTH AND NOT WORK. IS THERE ANY DISADVANTAGES IF..

Social Security Benefits reduced by Govt pension

I’m a retired employee of the City Colleges of Chicago and currently receive the State University Retirement Pension. I now..

money

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