Wild Card Questions
Investing in private company
I have the opportunity to invest in a start up private company. Since my wife and I are raising small..
Clarification / IRA/CD impact on Senior Property Tax Exemption
Hi Terry, thank you for answering my inquiry on 8-15-18 IRA/CD. I am still wondering if converting the $16,000 IRA/CD..
Rounding up Small Change article in Tampa Bay Times regarding the Acorn App
This article really peaked my attention. However I’m not sure it would benefit me. I am 67 and retired already...
Your Lesson on Tariffs
Yesterday on WGN radio, you explained the problems with tariffs. One thing leads to another that leads to another that..
Step-up basis
Terry we have multiple properties and it is my understanding that upon our passing our children can inherit the property..
WEP/GPO Federal pension offsets
I am a teacher and will be collecting a pension, but I was not always one and I contributed to..
Irrevocable or revocable trusts
Which one is best? And what about probate?
Online banking
Do you recommend on line banking?. If so, which one?
Selling stock — old certificate
I have a stock certificate for 100 shares in my bank safe deposit box. Over the years stock splits have..
Investing W/comp settlement funds
Hi Terry, My husband is about to rec’e a large settlement from a worker comp injury. He wants to invest..
gold
My husband and I are thinking about buying gold and wanted to know if you could recommend a legitimate seller...
Life Insurance for Older Guy
Huge fan, u r amazingly informative & articulate, I’m 64, disabled, no local family but for 2 distant cousins very..
bankruptcy
Hi Terry – We’ve never considered bankruptcy, but my 64 yr old husband’s manufacturing business has been considerably slow! We..
personal financial inventory
Hi Terry, I can’t seem to find the inventory on the website. Can you help?
cremation prepaid
What is the best way to prepay for cremation?
Young child working
Hello, I watch you all the time on WGN morning news. I am writing you to receive information for my..
Acorn accounts
My adult daughters are difficult to buy for and I was wondering if giving credits to Acorn accounts is a..
SS Benefits I may have been cheated out of
Hi Terry, Yesterday on WGN TV you caught my attention when talking about SS Benefits for a Spouse. My late..
What are your most recent books? I have 2nd edition the savage truth on money. Anything more recent?
Recent books
Social Security benefit for Girlfriend
Hi, Terry! First..let me say I think you’re absolutely terrific. Your “snap out of it”, no nonsense approach to finance..