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..