Wild Card Questions

How do I report possible credit fraud? I’m worried I was scammed.

My father went to Cancun last year and had a seizure. He was transported to the hospital from the hotel...

Hi Terry, a group of people at my office were discussing the 401k match of 4% that our company offers...

I am 71 years old and still working full-time. May I gift to an adult child from my 401K tax..

I have moved to a new mailing address different from that printed on the front of the bond. On the..

My husband, a retired postal worker, receives a small social security benefit (less than $1,800 a year) in addition to..

Hi Terry, there is a new bill being kicked-around in Springfield that would increase the Illinois estate tax exemption from..

Terry, I work for a large corporation and one of my customers sold their business to an employee and when..

I was my brother in law’s POA, he died in May of 2023. He left me some money through his..

is it a good idea to prearrange a funeral.

My daughter applied for disability over a year ago. They keep delaying her an answer. Is this normal or is..

I taught for 36 years, and I have my 40 for SS. I know I’ve been penalized, I get some,..

Good afternoon Terry, Our friend had his information stolen from a locker at the local gym. They did not take..

Terry, I received a letter from Social Security stating I owe one month payment back to them. I believe this..

Hi Terry, I bought 10,000 in I Bonds when they were at 9.62%. Do you still recommend selling and then..

I have already established an online account with Social Security. It looks like the sign in process has changed and..

Hi Ms. Savage, For years my mother’s pension has been going into Northern Trust Bank. Her plan is to use..

Hello, My parents had a Merrill Lynch Edge CMA account. My father passed in 2016 and my mother passed this..

Hi Terry, My identity was stolen about 5-6 yrs ago and I did all the necessary things to lock down..

I went to a free seminar on living trusts at our local park district. The presenters were selling the idea..