Wild Card Questions
General personal finance
Can you recommend a personal finance book for my thirty-something unmarried daughter? Many highly regarded books have too much emphasis..
todays article
Can’t find todays article in paper. Its the first thing I always read.
Social security horror story — We cant get Married!
Hello Terry, I am on SSI. And I was once married to someone that also on SSI. We both in..
WEP? On foreign pension income??
Due to all the inconsistent information coming from Social Security lately, my husband and I are trying to educate ourselves..
Deceased husband’s widows pension
Hi my name is Loretta. my husband passed away last year we all had to pitch in for his funeral..
social security benefit
I am at max retirement age and still working . My husband is deceased can I collect my survivor benefit..
Social Security/Pension
I work construction for 30+ years and paid into Social Security. I now work for the city of Chicago Park,..
Social Security Government Pension Offset
Terry: My wife worked 14 years at a job paying Social Security taxes. She quit working when our children were..
Mint end of life
Intuit notified it will be shutting down Mint Jan 1, 2024. What programs do you recommend as an alternative? Thank..
INVESTING GUARDIAN SOCIAL SECURITY FUNDS
I AM THE GUARDIAN OF MY GRANDSONS SOCIAL SECUIRTY. HE IS 8 YEARS OLD, HIS MOTHER PASSED AWAY AND FATHER..
K-1 form
My Aunt died earlier this year. She was not married and had no children, so the nieces and nephews (4..
Online password
I write down my last password I used in order to gather my social security information about my account. Eight..
IRA – Church Bonds Defaulted
I invested in Church Bonds in 2007 ($70,000) by rolling over my IRA account to purchase the bonds (issue date..
Pre IPO offering
Mode Mobile has a Pre IPO offering that’s going for 0.16 a share. I was wondering if you have any..
Withdrawal
Im on disability ho much can I withdraw from my retirement account
Article in the Tribune
I think you mis-typed the amount of treasuries owned by foreign countries. China cannot own 821 trillion. “held $7.4 trillion..
Very old CD’s
My husband recently passed unexpectedly. In going through old paperwork I came across 4 Certificates of Deposit that were given..
Time-share exit ripoff
Dear Terry, I thoroughly enjoy your advice. I hear you on WGN as often as I can. I along with..
Divorce finances
Going through an amicable divorce. I will be staying in the house. We owe $60k, with a value of ~$270...
SS income
I have a net worth of 3 million and I am 65 years old. Should I take my Social Security..