Wild Card Questions

I inherited a portfolio of stocks & mutual funds from my parents about 7 years ago. When I last sold..

Very disappointed in the class warfare of “the rich” who benefit so it’s easy to fill our cars/jets with gas,..

Is it possible to keep my Low Income Property Tax Freeze Status, despite inheriting a amount that puts me just..

I did not put a bank account number on my IRS form and are getting money back. I received a..

I received $42,000 from my mom’s buy-in at Friendship Village 2 years after her passing. Do I have to pay..

Hi Terry, I have been hearing the term “Financial Repression” a lot lately with the New Fed chair coming in..

A neighbor was granted a senior freeze on her property taxes. This year, her income was greater than allowed, so..

I owned Walgreens stock and when it got purchased there was supposed to be a settlement for the medical service..

My grandson will be graduating from eighth grade. Would bars of silver be an acceptable gift? And where would I..

The wife and I recently retired, have reached full retirement age and have a “termination pkg” through 2026. We will..

I haven’t told my son yet he has an inherited IRA from his dad, my ex husband. He has three..

I am 72 years old and want t o buy new car and pay cash. Should I withdraw from IRA..

I received a letter from Michael Ferrichs, Illinois state treasurer regarding unclaimed funds. Should I trust it? the website given..

Hi Terry— As of January 15, I began freelancing about 5–10 hours per week. I’m trying to determine the best..

My sister & I inherited a rather large coin collection from our dad. We want to sell off the coins..

What are deadlines for collecting Life Insurance payouts,on uncashed Payout Check issued in 1997?? What legal steps are needed,and by..

On April 13th I sent via certified mail to the IRS & St of Illinois extension requests (because of late..

Hi Terry, In 2024 I gave the Morton College Scholarship Foundation $5,000.00 to use for a scholarship in my dead..

can a bank charge a penalty for dormancy,while making money on our dime?

My husband passed away and left stock certificates (in a trust with his sister) to be cashed in. Who could..