Wild Card Questions
Dr. Bob
Will Dr. Bob Froelich be on the WGN Business Hour soon ? Thank you , Dennis
Gifted Money
Hello Terry, I am looking for some advice about being gifted a lump sum of money and what I should..
Identity Theft Protection
I enrolled in Identity Guard protection service. To complete the enrollment so they can properly monitor my accounts, I was..
IRS question
I filed my S Corp paperwork and MAILED IT on March 15th. I have the post office receipt! The IRS..
Child Social Security benefits upon his father’s death.
My son’s father died in 2015 when he was 11. I applied for and received SS survivor’s benefits for him...
social security widow’s last check
My husband passed on May4 of this year. His ss always comes in on th 2nd wed of month. His..
covid money — where did it go?
Where has all the money gone? Trillions of dollars were appropriated during the covid years. It was to keep our..
Social security issue
I took my deceased husbands social security when I turned 62. Money was withheld until I reached my full retirement..
Money withdrawn from Schwab 401k account to pay 2023 Federal Income taxes. IRS 9
How can I find the right person in the Schwab Co. to communicate with the IRS to solve the my..
Sim swapping/Sunday June 15 Orlando Sentinel
Hi read this article and could not believe what I read. I called my cell provider and my bank only..
Trust or not?
I am retired and 77 years old. I have some at Edward Jones which isn’t a lot. I have a..
Dr. Bob Froelich
Will Dr. Bob be on the WGN Noon Business Report soon ? Thank you
Hospital Bill
Is their a time limit for a hospital to send a bill to you? Have a client who received a..
Value of $2.00 bills
Where do I go to find out if my $2.00 bills are of any value? I have several. Thank you,..
Taxes/Cost basis on NOT COVERED share
As you know, financial institutions are not required to report COST BASIS of shares prior 2011 to the IRS. However,..
Gift Tax
Can you cancel out gift tax? For example, if I give someone $20,000 which is over the limit, can they..
SS help with spousal benefit
Hi Terry. Will maximizebysocialsecurity.com be able to tell me if it’s more beneficial to take my ex-husband’s social security or..
time-share where to get out?
best way to get out of a time share
survivor benefit – spouse social security
I’m 75. Not really a question but heard you on WGN a few weeks ago (LOVE listening to you!!!) and..
Social security — correct benefits?
My husband died 18 months ago. I retired shortly before he died. I receive a pension from my employment and..