Wild Card Questions
Monetary gift to son that is tax deductible
I’m retired . I would like to give my son $7000 gift to help him with down payment for a..
Dark Web
I received an email from Lifelock stating my name was found on the Dark Web. All my credit bureaus are..
Overpayment of Medicare part A
I was the one who called into WGN this afternoon. I began taking my social security at age 62. When..
Older Singles and Financial Picture
Hi Terry, On Wed Aug 28th 2024, a single male gentleman called in to the noon WGN radio show with..
Data Breach – National Public Data
Hi Terry, Yikes, this National Public Data Breach was a big one! Which sites are safe to check whether we..
giving adult children money
Hi Terry, Our adult daughter has returned to college and we give financial support of over $18K. We send the..
Social Security
I have to appeal. They are claiming I was over paid over 2 years ago. I worked what I was..
Revocable trust and long term care
If you have a revocable trust and you go in a nursing home can they take your home if it..
PRESIDENTIAL ELECTION
Who is the right candidate to run this country ?
Increased Parental Health and Financial needs
How do I help my mom navigate her increasing health and care expenses at 80?
Stock market election predictor
Hi Terry, I’ve heard you mention that 3 months(Aug.-Oct.) before a presidential election if the stock market is up the..
Gifting money
Hi Terry, love your column read it every week. I wanted to see if you gift money out of your..
Cannot find documentation for all of recently deceased husband’s assets
Dear Terry, Over the last 3 years, with my husband and/or me either in hospitals or physical therapy rehabs, in..
when a retiree pays little or no taxes, how can we use the tax rebates on new furnace?
We purchased a new furnace, and it comes with a tax rebate as well as ComEd and NICOR rebates. We..
Social Security Breach
How do I freeze my credit?
Scammers
I was romance scammed out of all my money, almost $1 million. I’m 73. Met him on Facebook over a..
Trying to find financial help for fertility issues
Hi Terry, my Daughter had been trying to get pregnant for 6 yrs. and with a fertility expert for 3..
Spending
Will people spending completely drop due to Property taxes went crazy up?? I know my spending went down 50% and..
Co-signed student loan — a scam?
Hello, I have a student loan that I do not remember cosigning for someone. I’m having trouble with finding out..
Divorce: “Retirement” versus “Investment” accounts
My husband of 35+ years and I are divorcing. My attorney is making a big distinction between our retirement accounts..