Wild Card Questions
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..
WGN radio hit
I believe that I heard you say that you were in Acapulco, Mexico recently. The state department advises against traveling..
The Savage Truth on Money
Might a 4th Edition to your book be in the works, especially after the OBBBA 2025 having been signed in..
Gold and silver, jewelry
Have some gold, silver and jewelry from inheritance, I searched through the American Numismatic Association but thought you could help..