Wild Card Questions
escheated
Is it necessary to make a contact with say insurance company's holding policies 20 years old? State Farm holding annuities?..
Should I pay cash for a new car or almost new?
I recently sold my home and have $60,000 left. My bills are paid, all credit cards are 0.00 balance. I..
Escheate
Hi Terry, No question...just thanks for the WGN (Escheate) segment this week. Looked at some of my stuff and noticed..
Where to invest for Gold
A few years back I followed your suggestion and invested in the Everbank Gold Fund which has since ended. Are..
Reserve Currency
What do you make of all this talk of the dollar being ditched as the reserve Currency and the implications..
Personal financial organizer
Where can I download and print this out for myself and my children?
Inheritance, Gift Tax of Money from Philippines
Hello! My family owns property in the Philippines. We are in final stages of selling it. Because majority of the..
Business grants for minorities
Where can I get a first time minority business grant.
FLTCIP Premium Increase — Terry Corrects an Error!
In your article you state that premiums for "anyone over age 80 were not increased". My wife, age 81 and..
Fed rate increase
So can you explain how .25 of a point raise will mean very little to someone's savings but the cost..
Social Security article
Dear Terry, Enjoyed your recent piece, thanks for outlining some history of Social Security adjustments. My question: How long can..
EE Savings Bonds — Complicated questions for distribution after a relative’s death
I have several EE Savings Bond that were issued in 1989 and were owned by my Aunt. l was added..
inheritance and special need trusts for disabled
hi I have a question if a person is 77 years old and disabled in a wheelchair in Illinois and..
Buy or lease a car
I am retired and I would like to get a new car. My car is 19 years old. What is..
Engaged Couple Considering Savings Account Option
Hello Ms. Savage, Thank you for taking the time to answer our question. We are newly engaged and are looking..
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...