Wild Card Questions

My friend is the named-beneficiary of her ex-husband’s pension from HP. He died 2018. They will not give her a..

I am trying to access my 401k and pension from a company that is no longer in business. How do..

Not a question but, I wouldn’t bet my life on it, but I don’t think you can move money from..

I’m going to be getting a bonus at work soon and was wondering should I change my tax status so..

Are funds received from an out of State Treasurer for unclaimed property (10 to 12 year old stream of dividends)..

Should you have a POA-H in place for your young adult single children? Like for when they go away to..

I am a 75 year old widow and e- filed my return on March 25 and I have not received..

My daughter just graduated from college…what are important financial objectives she should focus on in starting out with a new..

How can you find the date of when a stock certificate was purchased?

Will are money in the bank still be insured being President Trump is changing so many things? And is are..

My daughter is 37 years old. She has poor financial literacy probably due to learning, motoring and socialization difficulty since..

Greetings. I hear that, come late September, the IRS will no longer accept payments in the form of paper checks...

Sent 1040 form by certified mail. Post office said form received 3/25/25. Have checked website for status multiple times and..

Hi Terry, I would like to pay off my new car. Should I take profits from my investment savings account..

Hi Terry: Not mad.. because I respect you and all your advice. But on John’s show Wednesday you stated the..

I signed up for your Zoom session with librarians that you discussed on John Williams. You said that it would..

Hi Terry, ten years ago a friend purchased me 1 share in a stock. I lost the documents. I have..

What is your current opinion on I-Bonds? Looking at long term investment for minor children; not education based.

Several years ago Bob Collins had on a regular financial fellow (don’t recall name). Over several weeks, he kept mentioning..

My mother recently passed away. I have two brothers and one of them (youngest)is the executor. My mom had a..