Wild Card Questions
Roth IRA and Union Pension?
Hi Terry, I make sure to listen to you at noon on wednesdays on WGN Chicago and your Friends Talk..
Widow’s Guide
This is a comment rather than a question. My wife and I will soon celebrate our 50th wedding anniversary. From..
Retrieving lost CDs from bank
Wondering what the steps we need to do to try and get our cds from the bank. The bank was..
Real estate investment in Arizona recommended by Jordan Goodman
I’m trying to get out of an investment i originally funded based on recommendations by Jordan Goodman. It turned out..
Social security
I was just at a retirement seminar yesterday. They said I might already be able to collect spousal benefits from..
Social Security Benefits
My sister is 65 years old and she is a widow. Her husband worked for the railroad. She worked from..
divorce and financial obligations
How can one protect one’s personal saving accounts during a divorce? I have made substantially more than my spouse and..
filing income tax return
I’m 71 yrs old wondering if you advise free filing for my income taxes through IRS free file, and if..
Refinancing car loan
Is it a good time to refinance my new car I bought in 2022?
Federal tax for monetary gifts
Hello Terry – I want to set up a custodial account for each of my 4 young grandchildren. I know..
Lottery winnings
I live,with my brother who I care for. He has Parkinson. He plays the daily lottery and wins occasionally. He’s..
Late in life marriage financial ramifications
Hi Terry, I so appreciate the expert advice you share here and on WGN. My long-term boyfriend and I, both..
Protecting against scam
How do I report possible credit fraud? I’m worried I was scammed.
Medical Bill from Cancun
My father went to Cancun last year and had a seizure. He was transported to the hospital from the hotel...
401k match
Hi Terry, a group of people at my office were discussing the 401k match of 4% that our company offers...
Gifts to adult children from 401K
I am 71 years old and still working full-time. May I gift to an adult child from my 401K tax..
Completing the information on back of bond
I have moved to a new mailing address different from that printed on the front of the bond. On the..
Social Security
My husband, a retired postal worker, receives a small social security benefit (less than $1,800 a year) in addition to..
Illinois estate tax exemption proposed changes
Hi Terry, there is a new bill being kicked-around in Springfield that would increase the Illinois estate tax exemption from..
Stock Transfer
Terry, I work for a large corporation and one of my customers sold their business to an employee and when..