Wild Card Questions

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

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

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

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

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

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

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.