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Wild Card Questions

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..

Car loan

Not really a question, but a thank you, for great advice! I had a car loan, at around 8% I..

Property Tax

My husband and I live in a 55+ Mobile Home Community in Illinois. We moved in in September. We paid..

Family loan

My dad is loaning my sister $100k to purchase a new home. There is no doubt that she will pay..

Problem Signing up for Newsletter

I’m trying to sign up as one of your friends but I keep getting booted out. Please advise

Tax free gift amount

Terry Has the amount changed under the new tax laws as to how much is allowed to be given tax..

money

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