Wild Card Questions
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..
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..