Wild Card Page 142

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..

money

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