Wild Card Page 21

Wild Card Questions

Federal and Illinois Inheritance Tax Details

My mother passed away this year and I am the estate executor. She has a will that requests equal distribution..

STOCK CERTIFICATES

Can I have stock certificates replaced if losted, and where ?

Dec 7 , 2023 column

Link to your website to contact representatives as noted in today’s column

Social Security Horror Story

Hi Terry, Thank you for answering my questions: My husband passed away last year. As per the law, my social..

A repayment of a overpayment in 2023

I retired early, and received an incentive to have retired early. As a turned out the money I received was..

Social security wants money back

I saw you address a woman on the news regarding paying back soc. Sec. I also received a letter stating..

Stocks and Your Forecast

Terry- Should we take money out of the market because eventually it will dip or keep investing on a monthly..

How to buy raw gold bars

How do you buy raw gold bars without paying commissions or premiums?

funeral insurance

Hi Terry, My wife and I are in our sixties . We are thinking about investing in an insurance policy..

IRS Letters charging an unpaid debt due with years of compounded interest

This was a recent topic you addressed on the radio. The next day, we got one of those letters! A..

Personal finance organizer

Where can I find a copy of this. I am a widow and muddling through many things and would like..

Financial documents

My mother passed this year. As executor, I am in possession of all of her financial documents, current and past...

Estate Planning -special needs planning

good evening… I need to know what should I do because I’m 69 years old, and I have a Special..

Overtime and finances

Terry first time reaching out. My question is I work a lot of overtime because I want to and I..

Social Security

I just got a letter from SS that says they will stop paying me on December 23, that my premium..

Fraud protection

Terry, my bank accounts were recently hacked by a user with 6 transactions through Remitly for over $3k. I’ve since..

Social Security Teachers WEP

My wife and I are waiting until age 70 to collect Social Security. We both have teacher pensions, and understand..

Overpayments

Hello Terry, my younger brother Mateo has autism and my family and I were sent a letter about overpayments worth..

Widows rights

Can I collect widows ssc at age 60 then switch to my deceased husband at age 67! And how much..

SS Money Taken away

Who can my in-laws talk to about what can be done to correct their SS money that now has been..

money

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