Wild Card Questions
My mom passed away
where to start.. My mom passed Feb 1st. I am not the executor of her estate due to her not..
Gratitude for Your Sound Advice over Many Years
Hi Terry, A long-time fan from Texas here. Just a “shout-out” for your great and practical financial advice over many..
Tax filing tips during WGN Morning
Wait a minute, you reported that only 1/3 of us have filed, we may be procrastinating. But that’s not the..
Figuring out our debt my spouse created and hid
Dear Terry this is going to be very long story. I need help. . I am 74 and my husband..
Bank failures
Hi Terry, You have been kind to answer a few questions in the past , what are your feelings about..
Elder Care
Hello Terry, I moved back from Portland OR to care for my 92 year old mother back in June 2020...
Starting out investing
I was in the car with my mom and she had WGN on. And you were talking about I bonds..
Ssi
Hi there terry do you know if there is an issue with getting your ssi payment on direct express. I..
Roth IRA and Union Pension?
Hi Terry, I make sure to listen to you at noon on wednesdays on WGN Chicago and your Friends Talk..
Widow’s Guide
This is a comment rather than a question. My wife and I will soon celebrate our 50th wedding anniversary. From..
Retrieving lost CDs from bank
Wondering what the steps we need to do to try and get our cds from the bank. The bank was..
Real estate investment in Arizona recommended by Jordan Goodman
I’m trying to get out of an investment i originally funded based on recommendations by Jordan Goodman. It turned out..
Social security
I was just at a retirement seminar yesterday. They said I might already be able to collect spousal benefits from..
Social Security Benefits
My sister is 65 years old and she is a widow. Her husband worked for the railroad. She worked from..
divorce and financial obligations
How can one protect one’s personal saving accounts during a divorce? I have made substantially more than my spouse and..
filing income tax return
I’m 71 yrs old wondering if you advise free filing for my income taxes through IRS free file, and if..
Refinancing car loan
Is it a good time to refinance my new car I bought in 2022?
Federal tax for monetary gifts
Hello Terry – I want to set up a custodial account for each of my 4 young grandchildren. I know..
Lottery winnings
I live,with my brother who I care for. He has Parkinson. He plays the daily lottery and wins occasionally. He’s..
Late in life marriage financial ramifications
Hi Terry, I so appreciate the expert advice you share here and on WGN. My long-term boyfriend and I, both..