Wild Card Questions
Left over parents’ investments
I thought everything was closed or divided between my brother and I but there are two things that are still..
Inherited money from a friend
How to pay less taxes on money from a friend
Book about money management and investing for teenagers.
Please recommend a book for my teenagers working summer jobs and with Roth IRAs about money management and especially investing...
Purchasing real estate before marriage
Our son and his fiancée want to buy a condo together now before their wedding in a year. Is that..
Money investment
If you had $100.000 and your 60yrs old where would you invest it?
Annual gift tax exemptions
Hi Terry, my adult daughter is going through a rough time and I would like to give her some financial..
Financial ramifications if wife with Alzheimer’s goes on Medicaid
I have a close friend who is supporting his wife in an assisted living facility private pay with her social..
Unclaimed property laws!
How do I go about claiming my unclaimed shares from the state for my property. Thanks
Changing state of residence
Like thousands of others, we’re looking to bail out of IL. Our local atty has fallen out of favor. Do..
retirement account
can a retirement account be set up for an adult child. He do not work because of his medical condition.. ..
401K
HELLO TERRY I HAVE A QUESTION I HOPE YOU CAN HELP ME WITH CAN COMPANY YOU WORK FOR OPP YOU..
Price of gas house furnaces
I have a professional furnace installer and I want to buy at discount gas Furnaces and it seems no one..
Finding a non-family Estate Executor…
Terry, How can I find a bank or other institution that could act as my estate’s executor administer my estate..
Taxes on sale of deceased parents home
Mother passed away and left everything in a living trust for 7 children . Her home is about to be..
How woman over 50 can make next career move.
How can a female baby boomer with a strong background in finance/corporate treasury convince employees she isn’t an antique? It..
Retirement at 65 from Military
Hi Terry what are my insurance options if I retire at 62. My husband is retired military and now works..
Value of American Telephone and Telegraph Company
My wife and I have a wedding gift of 5 shares of American Telephone and Telegraph Company dated September 15,1980...
Illinois’ taxation of retirement income
When my 401k expired and I had to begin receiving mandatory payouts from my personal IRA (which was funded by..
Income tax refund lost??
MY TAXES WERE FILED ELECTRONICALLY ON FEB. 27 2019. I CHECKED WHERE’S MY REFUND. MY MONEY WAS DEPOSITED TO MY..
tax return — separate to save money?
Hi Terry, My wife and I have been doing our tax return joint, would it be better to do ours..