Wild Card Questions
Special needs trust
My son's settlement was put into a special needs trust. The bank has been investing it in the stock market....
pre marriage finances
your recommendations for my son re: pre-marriage & $$? We are pretty well off, he has no debt, & his...
Financial organizer
I just signed up for your newsletter. I don't see any link for the financial organizer form.
personal financial organizer
where is the link for the Personal Financial Organizer? thank you, barbara
Financial adwaiser speak Polish?
Do you know fiduciary financial adwaiser who speak polish? Terry Says: I contacted Randall Bruns, former chair of the Financial...
Link to Terry’s Personal Financial Organizer
I signed up for your newsletter, but didn't receive the link to your "Personal Financial Organizer." Did I do something...
budgeting after divorce
My ex-husband , who is an accountant, recently divorced me after 30 years of marriage. I trusted him with our...
Aspirity Holdings?
Are you familiar with this company, and if so, your opinion please. Thanks in advance Terry Says: I reviewed the...
A Reader Responds: Bank regulations (Chicago Tribune June 20th)
You are among the most-respected money oracles in the business, and here, you are just pointing to shortcomings in government...
Reader responds to June 12 – Parents’ dilemna-buy sell or rent
For the writer whose father cant' seem to make a decision on how to split time between 2 locations it...
Gold Prices
Saw the newspaper article entitled "Gold prices are on the rise," a few weeks ago. The article was about buying...
At my death. . .
I am 64, have no real property nor investments & collect $662/monthe SSI. I have never married with no children....
5% Returns on Bridge Loans
Just saw a TV commerical about a guaranteed 5% return with no risk. It was from Wally Mackey investing in...
short term disability
I received my short term disability CHECK it was 216 i been out of work since April 8 when will...
CD for house proceeds from estate?
My mom died recently and I hope her house will sell soon. A neighborhood bank has an 18 month CD...
executor and funds from inheritance
Have you written any articles regarding being executor for an estate that contains both qualified and non-qualified accounts and cash??...
Mortgage Notes Yield 6-7% — A scam?
What is your opinion on First Position Commercial Mortgage Notes that pay 6-7% interest income ? Legitimate or scam? Pros...
Buying gold proof coins
Terry, what do you think about buying proof quality silver and gold coins from the U.S. Mint? Terry Says: I...
Gifting money
Hi Terry, I am the person who asked you a question about giving my son a gift of about $50,000...
Wills — Can I do it Myself Online?
what secure site can I go to print out my will? will it be legal? Do I need to have...
