Wild Card Page 26

Wild Card Questions

James M. Boyle

My mom’s cousin, James M. Boyle was my mom 1st cousin. She passed in Nov. 2001. Jimmy called me around..

Concierge medicine

Hi Terry, My doctor in River Forest is switching to MDVIP for her practice. She is a terrific doctor and..

S b a loans

Are the U.S. small business administration loans that were given out during COVID-19, also known as the economic injury disaster..

Reverse mortgage

Listening to your webinar on 10/18 on the topic of reverse mortgages. If, after the planning to stay in my..

ILL Estate Tax

In your session with WGN this morning you said this January the ILL estate tax exemption was changing from $4m..

Social Security after death

Social Security benefits are understood to be paid on the fourth Wednesday of the month and are for the previous..

Taxes on parents estate

Mom is deceased. House was in a trust w my 4 siblings. Will I have to pay any taxes on..

My money

You talk about using the Brightstart 529 plan and puttting money into the bank or MMF accounts for safety. Am..

car loan

Hi, Need cash for a car should funds be pulled from Roth IRA or out of regular IRA? I realize..

2019 Federal Tax Return owed to me for stimulus

How can I get my 2019 tax return and $600 extra I never received. I’ve been to my tax agent..

Real Estate

My husband wants a divorce – so we will be divorcing. The home we are currently living in was the..

Seminar at our library

I spoke to Terry on WGN about our Brookfield Il Library having services for people who need computer help on..

Recourse for bad REIT investment

I received a letter from a law firm concerning a bad REIT investment. I t states that I may be..

Protection of Retirement Assets from lawsuits

Hello Terry, I am just over 591/2 years old residing in Illinois. I am considering rolling over my 401K of..

Medicare Enrollment from today’s Chicago Tribune Plan G, Not F!

Hi Terry. Thank you for today’s article. One item sent both my wife and me to our Medicare book. You..

Unclaimed money

I got a letter from keybank, I filled it out and sent it back to get my money but haven’t..

Mortgage payoff next steps

We just paid last mortgage payment..what type of account should I setup to pay taxes and home owners insurance?

Federal refund

I mailed my IRS 1040 on April 13 & haven’t received my refund. I called and they have no info...

Retirement, SS, SSDI

I hope this doesn’t sound like a soap opera so I’m trying to condense. I was let go of my..

Association monthly payment always posted late

My payment is due on first of month. I always pay 2 weeks early. The association does not apply the..

money

ASK TERRY

a personal
finance question