Wild Card Page 21

Wild Card Questions

Bank failures

Hi Terry, You have been kind to answer a few questions in the past , what are your feelings about..

Elder Care

Hello Terry, I moved back from Portland OR to care for my 92 year old mother back in June 2020...

Starting out investing

I was in the car with my mom and she had WGN on. And you were talking about I bonds..

Ssi

Hi there terry do you know if there is an issue with getting your ssi payment on direct express. I..

Roth IRA and Union Pension?

Hi Terry, I make sure to listen to you at noon on wednesdays on WGN Chicago and your Friends Talk..

Widow’s Guide

This is a comment rather than a question. My wife and I will soon celebrate our 50th wedding anniversary. From..

Retrieving lost CDs from bank

Wondering what the steps we need to do to try and get our cds from the bank. The bank was..

Real estate investment in Arizona recommended by Jordan Goodman

I’m trying to get out of an investment i originally funded based on recommendations by Jordan Goodman. It turned out..

Social security

I was just at a retirement seminar yesterday. They said I might already be able to collect spousal benefits from..

Social Security Benefits

My sister is 65 years old and she is a widow. Her husband worked for the railroad. She worked from..

divorce and financial obligations

How can one protect one’s personal saving accounts during a divorce? I have made substantially more than my spouse and..

filing income tax return

I’m 71 yrs old wondering if you advise free filing for my income taxes through IRS free file, and if..

Refinancing car loan

Is it a good time to refinance my new car I bought in 2022?

Federal tax for monetary gifts

Hello Terry – I want to set up a custodial account for each of my 4 young grandchildren. I know..

Lottery winnings

I live,with my brother who I care for. He has Parkinson. He plays the daily lottery and wins occasionally. He’s..

Late in life marriage financial ramifications

Hi Terry, I so appreciate the expert advice you share here and on WGN. My long-term boyfriend and I, both..

Protecting against scam

How do I report possible credit fraud? I’m worried I was scammed.

Medical Bill from Cancun

My father went to Cancun last year and had a seizure. He was transported to the hospital from the hotel...

401k match

Hi Terry, a group of people at my office were discussing the 401k match of 4% that our company offers...

Gifts to adult children from 401K

I am 71 years old and still working full-time. May I gift to an adult child from my 401K tax..

money

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