Wild Card Questions
POA of now deceased brother in law
I was my brother in law’s POA, he died in May of 2023. He left me some money through his..
Funeral prepaid
is it a good idea to prearrange a funeral.
Social security disability application
My daughter applied for disability over a year ago. They keep delaying her an answer. Is this normal or is..
Teachers and Social Security
I taught for 36 years, and I have my 40 for SS. I know I’ve been penalized, I get some,..
Bank fraud as talked about on Wendy’s show today.
Good afternoon Terry, Our friend had his information stolen from a locker at the local gym. They did not take..
Social Security pay back
Terry, I received a letter from Social Security stating I owe one month payment back to them. I believe this..
I-Bonds/Social Security
Hi Terry, I bought 10,000 in I Bonds when they were at 9.62%. Do you still recommend selling and then..
Social Security sign in
I have already established an online account with Social Security. It looks like the sign in process has changed and..
Mother pension goes into a trust bank
Hi Ms. Savage, For years my mother’s pension has been going into Northern Trust Bank. Her plan is to use..
Estate distribution (Terry says Ripoff!)
Hello, My parents had a Merrill Lynch Edge CMA account. My father passed in 2016 and my mother passed this..
Unlocking frozen credit report when you’ve lost/misplaced your passcode
Hi Terry, My identity was stolen about 5-6 yrs ago and I did all the necessary things to lock down..
Revocable Living Trusts
I went to a free seminar on living trusts at our local park district. The presenters were selling the idea..
WEP and the Military
Hi Terry Savage. While examining my Social Security earnings statement I noticed that the reported earnings for the years that..
Form 5444 to open Treasury account
Hi Terry , where can i get a 5444 form to verify signature for TDA account
Divorced Spousal SS Benefit
My friend was married for 15+ years and has been divorced from her husband 25+ years. Both she and her..
Social Security Widow Benefits
In 2021 I contacted the SSA because it was my understanding that I qualified for widow benefits under my deceased..
Social Security/maximizemysocialsecuritysecurity.com
Do you still recommend maximizemysocialsecurity.com to get an accurate social security payment amount?
ss wife/widow benefits
My husband, age 73, died suddenly last August 22. Social Security was notified, and I expected to receive an adjusted..
Cash on hand
What is a reasonable amount of cash to have on hand in your home for emergencies or if something happens..
Vacant Florida land
I own a vacant lot in Florida and have been getting multiple solicitations to buy the property. I am wondering..