Wild Card Questions
Mother’s mortgage
Hi Terry, I need advice regarding my mom’s mortgage payments. She is 79 y/o and retired. Her mortgage is currently..
auto buying services thru various memberships/credit cards
Hello, I’m curious about auto buying services (thru costco ,capital one ,AARP).Are they worth the timed money. Am i better..
Savings with Acorn
What is your opinion on micro-savings accounts like Acorns? Are they legitimate? Are they reliable? Will they hold up over..
Illinois Estate Tax
I wondered if you might have any thoughts on how to address 6he Illinois Estate Tax — 4 million exemption..
Metro Mile Auto Insurance
You brought up this company on a recent WGN morning segment. I researched as much as I could and the..
Buying or leasing car?
I am undecided weather to lease a car or purchase. Are there advantages to leasing? I am close to retirement...
Sm plumb biz payroll — add spouse?
My husband had been working for himself for 5 years. Business is picking up. I, the wife, am now doing..
New car purchase at my age
Me: 61 years old, retired, no mortgage, no credit card debt, no medical debt, no loans, no children. I want..
Cash Withdrawn from Account
Hi, I recently discovered a substantial amount sitting in a cash account of a fund that I have. It has..
Cost basis Mutual Funds in a taxable account at death
The question evolves around holding mutual funds in a taxable joint account. Case 1 ~ After one spouse passes JTWROS..
Declaring disabled son as dependent
My son’s oldest son is on disability. He turned 18 In June of last year and graduated with his class..
Help Please
I am A single mother who is only income is disabilities . Destitute I made a mistake taking a sum..
Tax free gifts to children
can I give money to my children that can be tax free?
401k Plan Smells “Fishy”!
My employer offers a 401k plan that is pooled with the entire office. It is managed by his advisors in..
Car Purchase Before Year-End
I am wondering if you can provide more info on the benefit to buying a car before 2020. We wouldn’t..
Investment in Bread Route
Hello Terry, what is your opinion on bread routes? I am looking to buy one as an investment. Also, do..
Home owners insurance
I live in a tear down. My lot is worth more than the house. A claim would require me to..
Senior citizen investment
Where should a 90 year old man invest?
Stock for grandchildren
Is it a good idea to buy stock for grandchildren I been buying stock for there birthdays since they were..
Cryptocurrency Future
Now that the IRS has included a question about virtual currency activities do you think there will be more federal..