Wild Card Questions

Hi Terry, I bought 10,000 in I Bonds when they were at 9.62%. Do you still recommend selling and then..

I have already established an online account with Social Security. It looks like the sign in process has changed and..

Hi Ms. Savage, For years my mother’s pension has been going into Northern Trust Bank. Her plan is to use..

Hello, My parents had a Merrill Lynch Edge CMA account. My father passed in 2016 and my mother passed this..

Hi Terry, My identity was stolen about 5-6 yrs ago and I did all the necessary things to lock down..

I went to a free seminar on living trusts at our local park district. The presenters were selling the idea..

Hi Terry Savage. While examining my Social Security earnings statement I noticed that the reported earnings for the years that..

Hi Terry , where can i get a 5444 form to verify signature for TDA account

My friend was married for 15+ years and has been divorced from her husband 25+ years. Both she and her..

In 2021 I contacted the SSA because it was my understanding that I qualified for widow benefits under my deceased..

Do you still recommend maximizemysocialsecurity.com to get an accurate social security payment amount?

My husband, age 73, died suddenly last August 22. Social Security was notified, and I expected to receive an adjusted..

What is a reasonable amount of cash to have on hand in your home for emergencies or if something happens..

I own a vacant lot in Florida and have been getting multiple solicitations to buy the property. I am wondering..

I am a municipal worker with 33 years of service in the private sector am I still eligible for social..

Can you help me get the refund of $929 from my 2020 Electronic Filing. My tax accountant has not been..

Hi Terry, I’ve emailed you multiple times, and I want to thank you for the times you have published my..

Do you think the Federal Reserve will lower any rates this year? Do u think the election will affect the..

Hello Terry, My Dad recommended I reach out to you. My Apple Pay was hacked without using my device or..

This may be too specific but….my partner and I are selling our business which will be paid out over three..