Wild Card Questions

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

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

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

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

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

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

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

How does co-ownership (50% each) of property by a single parent and an adult child effect public aide eligibility for..

Hi Terry, we’re thinking of getting a second home in Mexico. We’re relatively young,in our 40’s, physicians. When looking at..

Hi Terry, I recently just purchased a row home and I have series EE bonds that date back to 1992...

I want to buy a new luxury car, but I cannot afford the note. If I lease, the note is..

Hi Terry.. When purchasing a new car is it better to just write a check or finance with the 0%..

Hi Terry. I have followed and gained a lot of knowledge from your advice for many years. Thank you so..

What do I need to know to lease.

Our 32 year old daughter has ‘borrowed’ thousands from family , never repaid any, and now isn’t paying her rent...

With the stock market seemingly on a downward spiral do you think it would be a good idea to get..

My 94 year old mother took out a $25,000 CD on March 6, 2014. The maturity date was March 6,..

My wife and I are 85 and 87 years old, and are considering selling our home in the historic district,..

How does our country’s huge debt problem affect retires with no debt and a balanced portfolio?? Other than higher taxes..

When my mother in law passed away she left my five kids money. After 2 years it was finally all..