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Wild Card Questions

Equal partners on credit cards

My husband heard you talking on WGN radio today about married people needing to be equal partners on credit cards...

Am I stuck in an upper tax bracket?

If your income goes up enough to go into a higher tax bracket one year are you stuck in that..

Investing

My 24 year old son has saved $40,000 and the only debt he has is about $15,000 in student loans...

CPA

what is the best way to find a CPA and how do they structure their fees

Tax deduction for over 65, single

Unable to locate deduction referenced in Sundays paper 3/8/26

New $6,000 senior tax exemption

Terry, where on the 2025 Form 1040SR do I find the reference to the 6K per senior additional standard deduction..

charitable stock donation

Is it better to give appreciated stock and include in tax deductions or donate RMD money.I itemize due to high..

Grandson investment

What would be the best way to invest some money for the future (not long term…maybe 2 years) to assist..

T bill

I went into treasury direct log in for first time did bank information nothing happened what do I do with..

AARP tax help link

On the 25 February 2026 , you mentioned AARP for seniors needing a tax professional. Can you please send me..

Taxes

I paid premiums of $195,666.00 to a life policy, the current cash value is $139,481.00. Will I have to pay..

1-A deduction

Turbo tax does not have schedule for 1-A. They say it will be figured at end. Do I trust them?

Investor seeking diversify my portfolio and allocate assets

Hi Terry what is best financial option to use Bitcoin crypto etherem Satoshi towards retirement and allocate I am new..

Taxes

My daughter is 20 years old. She is special needs, graduated high-school, in adult transition program in school district 218,..

Inherited Stocks

Hello Terry! I so enjoy hearing you on the radio every week. Today, you spoke briefly about the sale of..

Terry’s Tips on Car buying decisions

I’m 65 retired and just started getting SS. I have an Annuity & an IRA totaling over $400,000. I need..

government reports

can we trust any of the financial reports, jobs numbers etc that the trump administration is releasing?

Selling silverware

Hi Terry. We are interested in selling some silver utensils. Do you have a recommendation for a reputable dealer/s who..

Misuse of Personal Information

I have BCBS of Il. and Conduent who manages info on behalf of BCBS had a personal information breach. They..

Trust successor

My 105 year old mother just passed away and had several investments all in trust. My brother, sister and I..

money

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