Wild Card Questions

As a senior citizen my standard deduction is more than enough to reduce my AGI . do I still have..

My mother-in-law passed away 3 plus years ago. How long do we need to retain paperwork about her illness as..

No question, just a thank you. I learned about you in the 1990s from my wife’s grandmother, a widower in..

terry, what’s the best insurance plan for seniors who are on medicare? looking at all options with no waiting period..

My husband refuses to use a debit card even though most businesses do not accept checks anymore. He read a..

You mentioned on John Williams that you had.a financial information form to have for my kids. I can’t find it...

I was employed by Walgreens for 36 years . I acquired over 15,000 shares thru payroll deduction, stock options and..

Could you please recommend a brick &mortar bank, S&K, credit union where a child could open an account for some..

Thank you for this platform to ask you a question. Several of us on Social Security just recently have been..

Read you every week and like your advice. In your 11/23/2025 you referred to a Personal Financial Organizer on your..

Unable to locate where to access the personal financial organizer. You referenced it in the Sunday Tribune 11/23/2025. Couldn’t locate..

You reference this in the trivia article today and I can’t see the link to it

My husband and I are both 60. Our boys (twins) are 20. We likely will have substantial assets to pass..

I am trying to find and print the “Personal Financial Organizer” as mentioned in your 11/23/25 email. Can you please..

Hi terry. I’m 67 and collecting SS. I still work as a seasonal employee. Can I collect unemployment AND SS?..

Where do I find the 4 page form you mentioned on John Williams show for estate planning talk with children.

Terry, It has been suggested that parents should subscribe to identity protection services not just for themselves but also for..

Can you do a segment on WGN- CC late tax bills and suburban 2025 tax increase for 2026? I got..

Hi Terry, My dad has retirement accounts at Fidelity. Somehow his account was hacked maybe through a sophisticated operation where..

Hello. Appreciate you and have followed you for a very long time. Thank you for all you do. I’m 60...