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Wild Card Questions

Trust fund for a minor

I would like to know how to set up trust funds for my grandchildren. Something that my wife and I..

Where did the kids money go? Divorce info needed!

Im in the process of a divorce. I am trying to find out how much money my husband stole from..

template for organization of banks,credit cards, passwords etc on WGN

How can I get a copy of your template to organize bank accounts, credit card , attorneys etc. for those..

When banks pay checks before crediting deposits

Why is that for most institutions, it is illegal or to some extent; criminal, if they do not log events..

How should my daughter invest her windfall money?

Hi Terry, My daughter has come into some money from a car accident, roughly about $150,000.00 not a really a..

Disability and savings — impact of an IRA

our daughter is on Social Security Disability Income and collects about $800 a month from SSDI. Before she became unable..

Son won’t repay dad on documented loan

My son owes me in excess of a half million dollars, I have proof, documentation, etc. and he is now..

Trust for handicapped child

Terry, I am divorced and set-up a trust for my son who has learning disabilities. His father lives in another..

Find a financial advisor

On WGN today you were discussing how to find the right advisor. You mentioned someone who had a matching service..

hurricane readiness

Per a newspaper article dated Sept. 10, 2017, I am trying to obtain a copy of the Personal Financial Organizer..

Gifting son down payment on condo

I want to give my son $40,000 as downpayment on a condo. This is his first home purchase. Can I..

Money and a baby

Hello, my boyfriend and I are expecting our first child in December and we have been discussing how much money..

Pension fund

I have a pension fund sitting and not collecting interest. I am57 not ready to start getting monthly stipends. I..

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..

money

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