Wild Card Page 137

Wild Card Questions

Medical bills

I have a 75k dental bill in my very near future – I’m in my mid 30’s. Any suggestions on..

investing for grandchildren

I would like to set up a small mutual fund for each of my grandchildren . How to? Which ones?..

most efficient charity organizations

What do you feel are the most efficient charitable institutions for 1) general, for 2) health problems in disadvantaged areas..

Tax hit on Senior’s sale of tax-free asset

I am 88. Until a few years ago I paid no tax. Then, when I started to cash in those..

Probate in Illinois

I am the sole beneficiary and executor of my deceased Aunt’s estate. My attorney says it must go through probate..

Will/Estate Planning

Hello Terry! Just saw you on the WGN morning show discussing wills and estate planning. I completed a Five Wishes..

A good mutual fund to invest for the grandkids who are in their 20’s

We would like to put the money in a mutual fund in our name for the grand kids to get..

Investing in private company

I have the opportunity to invest in a start up private company. Since my wife and I are raising small..

Clarification / IRA/CD impact on Senior Property Tax Exemption

Hi Terry, thank you for answering my inquiry on 8-15-18 IRA/CD. I am still wondering if converting the $16,000 IRA/CD..

Rounding up Small Change article in Tampa Bay Times regarding the Acorn App

This article really peaked my attention. However I’m not sure it would benefit me. I am 67 and retired already...

Your Lesson on Tariffs

Yesterday on WGN radio, you explained the problems with tariffs. One thing leads to another that leads to another that..

Step-up basis

Terry we have multiple properties and it is my understanding that upon our passing our children can inherit the property..

WEP/GPO Federal pension offsets

I am a teacher and will be collecting a pension, but I was not always one and I contributed to..

Irrevocable or revocable trusts

Which one is best? And what about probate?

Online banking

Do you recommend on line banking?. If so, which one?

Selling stock — old certificate

I have a stock certificate for 100 shares in my bank safe deposit box. Over the years stock splits have..

Investing W/comp settlement funds

Hi Terry, My husband is about to rec’e a large settlement from a worker comp injury. He wants to invest..

gold

My husband and I are thinking about buying gold and wanted to know if you could recommend a legitimate seller...

Life Insurance for Older Guy

Huge fan, u r amazingly informative & articulate, I’m 64, disabled, no local family but for 2 distant cousins very..

bankruptcy

Hi Terry – We’ve never considered bankruptcy, but my 64 yr old husband’s manufacturing business has been considerably slow! We..

money

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