Wild Card Questions
ebooks
are your books also in e Format?
Thank you, again…chicken money
No response needed here. I just want to thank you for your recent article on chicken money and the impact..
Grandchildren’s inheritance
I’m 85. My grandchildren are my beneficiary’s. I want to strongly suggest they stash 10% of their inheritage in something..
Senior tax bracket income planning
What is the greatest amount of income that a married senior couple can earn BEFORE taking their maximum married filing..
My ss# appeared on the dark web according to Zander.
There is conflicting information on the web on the following 3 questions. 1. The 3 credit bureaus tell me I..
401k
My son separated, got full custody of his daughter owes lawyers 60,000. He wants to close his 401(k) thoughts.?
Are you blind to customer inflation due to tariffs?
Hi, Terry. See you show up on WGN News sometimes. You (mistakenly) said on September 10th that we “aren’t seeing..
Taxes
How can someone monitor their taxes? Last year I owed $5,000 in taxes. Between collecting my social security, an annuity,..
form for financial records
Hi Terry- where do I download the form to list all my assets with account numbers, passwords, …etc So my..
Gift money from trust
I have been helping my daughter here and thee since her divorce and the money is coming out of my..
Wintrust business lunch
When will Dr. Bob Froelich be on the WGN Noon Business Lunch ? Thank you
Obtaining hx of SSI tax payments of deceased family member
Hi Terry Is there some way to find out if a person (now deceased) has paid or needed to pay..
Dont’t count cash out of the mix
Trib article Sun 8/10. I don’t understand the part about using credit cards interchange fees. When go to restaurant they..
Tax deductions
Trump is giving seniors (weare74&76) a 6000$ tax deduction… what is this and can I get it ? Thank you..
VA Disability Benefits Horror Stories
Do you ever look into horror stories about how the VA withholds VA disability benefits payments? I served for 27..
Stimulus check
I keep getting pop ups about the Feds issuing a stimulus check this August and the amounts are all different..
Forms printable for record keeping
Good evening, Terry. Last weekend, Wgn you said to go to your website and right there there is an area..
Gifting adult son for home down payment
We would like to gift our son some money to help him with down payment for a house. I understand..
investment form on your website
You were talking on wgn radio on Wednesday Aug 20 about investment form. How can I find it? it is..
Gifting Adult Children
My wife and I are 68 years old and planning on taking our daughters and their families to Disneyland in..