Wild Card Questions
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..
1099
My wife was issued an unexpected 1099, it has raised what we owe substantially. After looking at the criteria for..
my life insurance
You indicated in your book that to avoid paying extra taxes to put insurance in someone else’s name. However, what..
Tax Question saw you on WGN!
I won a new truck in 2018 in the state of Wisconsin and was told I would have to pay..
Social Security and Illinois Workers Comp
Hi Terry, I have a dilemma. I was hurt at work and my weekly hours have been cut from 40..
Charitable Trusts
A month or so ago I caught the end of your discussion on WGN radio at noon time. You were..
Outstanding 401k Loan
Hi Terry, my job will soon be terminated due to layoff, and I have an outstanding 401k Loan, and I..