Wild Card Questions
Moving Abroad in Retirement
I’m 56, and took early retirement from my company after 27 years. I chose a 100% survivor benefit option that..
Deduct both ABLE and Bright Start contributions on Il return?
Hi Terry, I see IL will allow deduction/subtraction on 2018 Taxes for 529A (ABLE) plans for disabled persons. If we..
retirees co-habitation
On your WGNTV appearances, you mentioned a book/pamphlet with guidelines for retirees planning to live together. How do I get..
How to buy gold and silver
how and where is the best place to buy gold or silver. is it better to buy silver over gold..
Personal Financial Organizer
Please forward to my email a copy of your Personal Financial Planner
Deceased Parent’s IRA
Hi, I received a check $8,647 that was the remainder of my mom’s IRA with IVY (Waddell and Reed). No..
Is sale of a business income for Roth purposes?
I am selling my small business. The buyer is paying me in 2 installments over a two year period. I..
Trust fund for a minor
I would like to know how to set up trust funds for my grandchildren. Something that my wife and I..
Where did the kids money go? Divorce info needed!
Im in the process of a divorce. I am trying to find out how much money my husband stole from..
template for organization of banks,credit cards, passwords etc on WGN
How can I get a copy of your template to organize bank accounts, credit card , attorneys etc. for those..
When banks pay checks before crediting deposits
Why is that for most institutions, it is illegal or to some extent; criminal, if they do not log events..
How should my daughter invest her windfall money?
Hi Terry, My daughter has come into some money from a car accident, roughly about $150,000.00 not a really a..
Disability and savings — impact of an IRA
our daughter is on Social Security Disability Income and collects about $800 a month from SSDI. Before she became unable..
Son won’t repay dad on documented loan
My son owes me in excess of a half million dollars, I have proof, documentation, etc. and he is now..
Trust for handicapped child
Terry, I am divorced and set-up a trust for my son who has learning disabilities. His father lives in another..
Find a financial advisor
On WGN today you were discussing how to find the right advisor. You mentioned someone who had a matching service..
hurricane readiness
Per a newspaper article dated Sept. 10, 2017, I am trying to obtain a copy of the Personal Financial Organizer..
Gifting son down payment on condo
I want to give my son $40,000 as downpayment on a condo. This is his first home purchase. Can I..
Money and a baby
Hello, my boyfriend and I are expecting our first child in December and we have been discussing how much money..
Pension fund
I have a pension fund sitting and not collecting interest. I am57 not ready to start getting monthly stipends. I..
