Wild Card Page 27

Wild Card Questions

IRA free withdrawal

My annual stmt says I can w/d an amt of money for “free” I’m 73 and other than knowing that..

internet and privacy security

Terry Recently been scammed and would like to know your take on identity security. Have heard of LifeLock by Norton..

Auto loan vs investments

Terry, I’m planning on replacing my 15-year-old car with a new SUV. I have plenty of money with my investment..

gifting money

Hello, Instead of leaving money in a will to a friend after I die, I would like them to receive..

Eligible withdrawals from a Roth IRA

I look forward to your weekly Wednesday noon visits with John Williams on WGN radio. I missed this past Wednesday,..

I need advise on how best to protect some funds after a security breach and in the future

In comparing Zander to LifeLock, I read that these are the only 2 companies whose polices include reimbursement of any..

Selling vs. transferring stock

I would like to gift my family member $10,000 from a stock I hold. I am not sure if it..

Tax losses

What are your thoughts on the Tax Loss Harvesting System?

Financial info for an 18 year old

I am looking for information for a college sophomore who wants to know more about retirement savings options and employee..

Investments for grandchildren

My husband and I have 11 grandchildren We would like to open some kind of account for them as a..

Divorce

67 yr old female. Newly(today) divorced -26 yr marriage. I need a financial advisor that won’t break the bank. Can..

CD WITH TRUST AS BENIFICIARY

IS IT ADVISABLE TO NAME YOUR REVOCABLE LIVING TRUST AS BENIFICIARY OF YOUR CDS IF YOU DO , MAY YOU..

Buying a car /mortgage loan

Should I payoff a mortgage loan of 39,000 or pay in full buying a car for 45,000. Mortgage rate 5.89%.

Refinance car loan

I just bought a two thousand twenty two chevy and late december last year. Will a p r be going..

Deceased fathers beneficiary who got scammed by lawyers at his probate court

I was curious as to how fraudulent schemes by lawyers in my fathers deceased probate / estate case works ?..

Selling house in México and transfer money to USA

Hi Terry, my mom is 80 yrs old living with me in Illinois, she is selling her house in Mexico,..

Neighbor Medicare/ nursing home bad choice

Hi Terry , I sent you a question last week and I did not hear back…it was concerning my next-door..

Gold Market

I have a distant friend that insists I invest money in the Gold Market. She supposedly knows a great deal..

Savings bonds

My granddaughter first birthday is coming up. What saving bonds should l be buying?

Funds were scammed. FBI??

We were scammed out of a decent amount of money by 2 people working as a team, unbeknown to us...

money

ASK TERRY

a personal
finance question