Wild Card Questions
Finding Your Financial Organizer Form
I read Bob Dyer's 518/17 column in the Akron (OH) Beacon Journal. He mentioned that you have created a four-page..
Uber driver needs tax advice
As a self employed uber driver how much money should I put aside to cover federal, state, social security and..
checklist in case your spouse dies/Financial Organizer
Have you created a financial checklist that covers all the information I might need in case of death or emergency?..
Personal Financial Organizer Form
Terry, I am trying to get a copy of the above form, but haven't been able to sign up to..
internet jobs
Hello Terry, I am retired and would be interested in working from home. Internet business seems like the way to..
reverse mortgage, senior nursing care
Hi Terry We are trying to get my mother-in-law into a Chgo nursing home. She is 94, has alzheimer's, legally..
Bit Coins — a ripoff?
Hi Terry. My 16 year old son just spilled, unknowingly, all about his investments in bit coins. I listened and..
Personal Financial Organizer
I would like a copy of the Personal Financial Organizer form that you mentioned in your April 30, 2017 article...
Personal financial Organizer form
where on your website is the Personal Financial Organizer mentioned in your column in the April 30 2017 Hartford Courant
Help Us Make a Deal to Share a House Purchase
Would you be willing to comment on this Buy/Sell agreement between me and my significant other whom I am buying..
Expired UTMA account with check that can’t be cashed.
I received a check from a Joint account UTMA, that is made out to myself and son that the bank..
PERSONAL FINANCIAL ORGANIZER
i GOT YOUR EMAIL, i CLICKED THE LINK YOU SUGGESTED, AND I GET THE HOME PAGE AGAIN. WHERE ARE THE..
Underfunded Pensions
I read your article this morning, 4/24, in the Dayton Daily News regarding underfunded pensions. My question is, what are..
Hidden Info Mother in Law’s dementia
my MIL is widowed, currently suffering from dementia, has assets she told my husband are in a trust. We have..
caregiver pay help
My father had a stroke 2 years ago. He needs help with daily living activities I was laid off work...
26 (f) programs — for real?
I've read you can make a lot of money but the program is going away?
Severance pay vs staying with company
As part of a recent mass layoff, I have 60 days until my employment ends and my last pay check...
Can I do anything to increase Social Security Payments at Age 67?
I was forced by circumstance to accept Social Security at age 62 because I couldn't work at the time because..
Social Security Number and Identity Theft
What is the percentage of stolen social security numbers for identity thief?
Medical deduction for cost of Long Term Care/Nursing facility for Alzheimer’s patient
I'm trying to help my sister-in-law with her tax return. Her husband was diagnosed over a year ago with early..