Wild Card Questions
Crook County property appeals
Hi, Terry, can you recommend a trustworthy person who can help my elderly parents appeal their Crook County property taxes?..
Gold
I just heard you on WGN radio and you gave a name where you have bought gold and I missed..
investing for minor grandchildren
I want to open stock accounts for each of my 6 great grandkids. I have asked each what stock they..
Co signing a loan?
Should I co sign a loan for my granddaughter? Will this affect my excellent credit rating?Will I get good interest..
Illinois Estate Planning – HB2601 — $8 Million Exemption? Will it REALLY happen??
Terry, Do you have more information on HB 2601 introduced to the Illinois General Assembly, but not voted on yet...
Finding lost US savings bonds
I have recently discover that I have list all my savings bonds from 1950’s through 1980’s. These were birthday gifts..
SIM card
what was your advice regarding SIM card? Do you freeze or put it on hold? I read somewhere that you..
Freezing Credit
Heard on WGN. How do I freeze my Credit?
Paying Estimated Quarterly Taxes Online
Hi Terry- You spoke briefly about paying estimated quarterly taxes by going to https://www.irs.gov/payments on WGN 12-10-25. Can you please..
Capital loss vs std deduction
As a senior citizen my standard deduction is more than enough to reduce my AGI . do I still have..
Financial and Medical Record Retention
My mother-in-law passed away 3 plus years ago. How long do we need to retain paperwork about her illness as..
Thank You
No question, just a thank you. I learned about you in the 1990s from my wife’s grandmother, a widower in..
Dental Insurance for Seniors
terry, what’s the best insurance plan for seniors who are on medicare? looking at all options with no waiting period..
Debit Cards risks
My husband refuses to use a debit card even though most businesses do not accept checks anymore. He read a..
Form with Important names, accounts for kids
You mentioned on John Williams that you had.a financial information form to have for my kids. I can’t find it...
Cost basis of stock
I was employed by Walgreens for 36 years . I acquired over 15,000 shares thru payroll deduction, stock options and..
saving accounts
Could you please recommend a brick &mortar bank, S&K, credit union where a child could open an account for some..
THE VALIDITY OF THIS NEW SOCIAL SECURITY PERSONAL ACCOUNT PROCESS: LOG IN .GOV or ID.ME
Thank you for this platform to ask you a question. Several of us on Social Security just recently have been..
Personal organizer form
Read you every week and like your advice. In your 11/23/2025 you referred to a Personal Financial Organizer on your..
Personal financial organizer
Unable to locate where to access the personal financial organizer. You referenced it in the Sunday Tribune 11/23/2025. Couldn’t locate..