Wild Card Questions
Bond value
My mother purchased a bond in 2010 that will mature in 2030. Supposedly the bond is paying a little more..
Value of old AT&T shares from 1984
How do I find out if my at&t shares are still good
House Caught in Divorce Battle
Son separated wife took all money Home mortgage in his name. Title both names. She refuses to pay living in..
RMD to Charity
Hello Ms. Savage – Is it possible for a (traditional) IRA holder to direct the Trustee to make a payment..
Investment for great grand niece and nephew.
Hi Terry, I have a great niece and nephew. What can I invest in for them / buy for them..
Federal Withholding for Severance
Hi Terry, I retired this past November after my company offered an early retirement package which was 6 months severance...
Value of AT&T share
How much is 1 share of att worth now of it was purchased on December 14, 1982?
Life Ins TCA accounts
Is the Metlife TCA account good for a 70 year old beneficiary?
tax deductions for two families?
Hi I remarried and never divorced former spouse and am fully supporting my ex and my 2 children with her….can..
Saving money for a child
Hello Terry! I have a 5 year old who I have successfully started showing and encouraging to save any coins..
stock purchase cards ,fragmented stocks
where can I purchase these stock cards for my grandchildren to teach them about investing?
Change in our beneficiaries
My wife and I are in our late 50s with no children, no debt, our funeral paid off and a..
Estate planning
Where/how do I find a estate attorney that I can trust?
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..