Wild Card Questions
Illinois medicaid and co-owned property
How does co-ownership (50% each) of property by a single parent and an adult child effect public aide eligibility for..
Overseas mortgage
Hi Terry, we’re thinking of getting a second home in Mexico. We’re relatively young,in our 40’s, physicians. When looking at..
Series EE Bonds vs new furniture
Hi Terry, I recently just purchased a row home and I have series EE bonds that date back to 1992...
Car Lease
I want to buy a new luxury car, but I cannot afford the note. If I lease, the note is..
Financing vs outright buy
Hi Terry.. When purchasing a new car is it better to just write a check or finance with the 0%..
Leasing vs buying a car
Hi Terry. I have followed and gained a lot of knowledge from your advice for many years. Thank you so..
How to lease a car. Ive always owned but my son thinks I should lease.
What do I need to know to lease.
How to help, not enable our 32 year old daughter
Our 32 year old daughter has ‘borrowed’ thousands from family , never repaid any, and now isn’t paying her rent...
gold mutual funds
With the stock market seemingly on a downward spiral do you think it would be a good idea to get..
College savings plan vs Mom’s care
My 94 year old mother took out a $25,000 CD on March 6, 2014. The maturity date was March 6,..
Annuity investment, at age 87
My wife and I are 85 and 87 years old, and are considering selling our home in the historic district,..
How Does National Debt impact Retirees?
How does our country’s huge debt problem affect retires with no debt and a balanced portfolio?? Other than higher taxes..
Son’s inheritance
When my mother in law passed away she left my five kids money. After 2 years it was finally all..
Mortgage after paying cash
I’m looking at selling my paid off house and paying cash for a downsized townhouse. In a few years (when..
Investment coins — find a dealer
I have coins and silver bars that I am interested in selling. Are there reputable dealers in the Chicagoland area?..
Investment Club?
HI Terry, I recently went to a Seniors investment club meeting so I sat and watched and after they asked..
Your new book!
How can I obtain a copy of your next book which I understand will be published soon?
Senior living assisted living and memory care.
What is your opinion for senior living assisted living and memory care. They will take care of you u til..
Assisted living, old and alone
need assisted living soon, 86 yo, alone, no family to help. Don’t have much money, planning to have elder law..
Gold
What is your opinion on buying gold ? Thank you. Been a fan for quite a while. Chicago native
