Wild Card Page 29

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..

money

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