Wild Card Questions
Social Security Clawbacks
his is sort of a question – i wrote to you about my mom who had Guillane Barre from a..
Abandoned/Unclaimed Stock Shares
Dear Ms. Savage: We have owned Johnson & Johnson stock for over 40 years. My wife and I have just..
Restaurant Credit Card Surcharges
2013 a Class Action by Merchants to Credit Card Companies allowed this to happen to consumers? This practice has become..
Paying for college with EE Bonds
Hi Terry, We have 76 EE Bonds that have reached the twenty year period and 10 out the 76 have..
Credits for New Electric Vehicles
In June of 2022, I entered into a binding contract to purchase a new Nissan Ariya electric SUV. On August..
Long Term Capital Gains
I had a credit card my husband did not know about – in order to avoid the “new” interest on..
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..