Wild Card Questions
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..
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..