Wild Card Questions
funeral insurance
Hi Terry, My wife and I are in our sixties . We are thinking about investing in an insurance policy..
IRS Letters charging an unpaid debt due with years of compounded interest
This was a recent topic you addressed on the radio. The next day, we got one of those letters! A..
Personal finance organizer
Where can I find a copy of this. I am a widow and muddling through many things and would like..
Financial documents
My mother passed this year. As executor, I am in possession of all of her financial documents, current and past...
Estate Planning -special needs planning
good evening… I need to know what should I do because I’m 69 years old, and I have a Special..
Overtime and finances
Terry first time reaching out. My question is I work a lot of overtime because I want to and I..
Social Security
I just got a letter from SS that says they will stop paying me on December 23, that my premium..
Fraud protection
Terry, my bank accounts were recently hacked by a user with 6 transactions through Remitly for over $3k. I’ve since..
Social Security Teachers WEP
My wife and I are waiting until age 70 to collect Social Security. We both have teacher pensions, and understand..
Overpayments
Hello Terry, my younger brother Mateo has autism and my family and I were sent a letter about overpayments worth..
Widows rights
Can I collect widows ssc at age 60 then switch to my deceased husband at age 67! And how much..
SS Money Taken away
Who can my in-laws talk to about what can be done to correct their SS money that now has been..
Social security benefits for widow -CORRECTION!
My mother-in-law’s husband of 20 years just passed away. Social security has approved her to receive his benefits. He was..
SSA Benefits
I’ve been receiving spousal SS since April 2020 when my wife passed away and I’m deferring my own SS until..
Social Security horror story
I am elderly and disabled with a absolutely horrific process I am still waiting for solution to for over a..
Income tax for my disabled son
I have a 34 year old son with a mental disability. He’s been receiving SSDI since he turned 18. Since..
SSA
I apply for Social Security spousal benefits. I had to give them all the information they want as soon as..
WEP
Will the awful Windfall Elimination Plan ever go away? I worked part-time 13 of my 20 years of teaching and..
Starting a business
Hello, I am women (30) who wants to start a business with my husband. It’s an auto shop, he has..
Social security overpayment
Help with overpayment social security