Wild Card Questions
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..
Social security benefits for widow -CORRECTION!
My mother-in-law’s husband of 20 years just passed away. Social security has approved her to receive his benefits. He was..
SSA Benefits
I’ve been receiving spousal SS since April 2020 when my wife passed away and I’m deferring my own SS until..
Social Security horror story
I am elderly and disabled with a absolutely horrific process I am still waiting for solution to for over a..