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Wild Card Questions

missed RMD distribution

My hubby has RMDs from 2 diff institutions. over $6K from Edw jones was done. but the $237.00 from PNC..

Social Security Overpayment!

Hello Mrs. Savage. I saw the episode on 60 minutes and had been wanting to talk to you about my..

401K at age 78 and still working

I started my 401K very late in my career. I only have about $700.00 in it and I tried to..

Fees For Transerring IRA

My mother in law wants to transfer her IRA from US Bank to a Schwab IRA. US Bank wants to..

Widows book

We enjoy your column in the Chicago Tribune and have tried to find the latest edition (sixth) online of the..

When to start taking SS — from my ex, or my own?

I’m 65, and divorced for 7yrs (after 31 yrs of marriage). My ex is 65, and still working. Should I..

My mom passed away

where to start.. My mom passed Feb 1st. I am not the executor of her estate due to her not..

Gratitude for Your Sound Advice over Many Years

Hi Terry, A long-time fan from Texas here. Just a “shout-out” for your great and practical financial advice over many..

Tax filing tips during WGN Morning

Wait a minute, you reported that only 1/3 of us have filed, we may be procrastinating. But that’s not the..

Figuring out our debt my spouse created and hid

Dear Terry this is going to be very long story. I need help. . I am 74 and my husband..

Bank failures

Hi Terry, You have been kind to answer a few questions in the past , what are your feelings about..

Elder Care

Hello Terry, I moved back from Portland OR to care for my 92 year old mother back in June 2020...

Starting out investing

I was in the car with my mom and she had WGN on. And you were talking about I bonds..

Ssi

Hi there terry do you know if there is an issue with getting your ssi payment on direct express. I..

Roth IRA and Union Pension?

Hi Terry, I make sure to listen to you at noon on wednesdays on WGN Chicago and your Friends Talk..

Widow’s Guide

This is a comment rather than a question. My wife and I will soon celebrate our 50th wedding anniversary. From..

Retrieving lost CDs from bank

Wondering what the steps we need to do to try and get our cds from the bank. The bank was..

Real estate investment in Arizona recommended by Jordan Goodman

I’m trying to get out of an investment i originally funded based on recommendations by Jordan Goodman. It turned out..

Social security

I was just at a retirement seminar yesterday. They said I might already be able to collect spousal benefits from..

Social Security Benefits

My sister is 65 years old and she is a widow. Her husband worked for the railroad. She worked from..

money

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