Wild Card Page 31

Wild Card Questions

Seminar at our library

I spoke to Terry on WGN about our Brookfield Il Library having services for people who need computer help on..

Recourse for bad REIT investment

I received a letter from a law firm concerning a bad REIT investment. I t states that I may be..

Protection of Retirement Assets from lawsuits

Hello Terry, I am just over 591/2 years old residing in Illinois. I am considering rolling over my 401K of..

Medicare Enrollment from today’s Chicago Tribune Plan G, Not F!

Hi Terry. Thank you for today’s article. One item sent both my wife and me to our Medicare book. You..

Unclaimed money

I got a letter from keybank, I filled it out and sent it back to get my money but haven’t..

Mortgage payoff next steps

We just paid last mortgage payment..what type of account should I setup to pay taxes and home owners insurance?

Federal refund

I mailed my IRS 1040 on April 13 & haven’t received my refund. I called and they have no info...

Retirement, SS, SSDI

I hope this doesn’t sound like a soap opera so I’m trying to condense. I was let go of my..

Association monthly payment always posted late

My payment is due on first of month. I always pay 2 weeks early. The association does not apply the..

IRA free withdrawal

My annual stmt says I can w/d an amt of money for “free” I’m 73 and other than knowing that..

internet and privacy security

Terry Recently been scammed and would like to know your take on identity security. Have heard of LifeLock by Norton..

Auto loan vs investments

Terry, I’m planning on replacing my 15-year-old car with a new SUV. I have plenty of money with my investment..

gifting money

Hello, Instead of leaving money in a will to a friend after I die, I would like them to receive..

Eligible withdrawals from a Roth IRA

I look forward to your weekly Wednesday noon visits with John Williams on WGN radio. I missed this past Wednesday,..

I need advise on how best to protect some funds after a security breach and in the future

In comparing Zander to LifeLock, I read that these are the only 2 companies whose polices include reimbursement of any..

Selling vs. transferring stock

I would like to gift my family member $10,000 from a stock I hold. I am not sure if it..

Tax losses

What are your thoughts on the Tax Loss Harvesting System?

Financial info for an 18 year old

I am looking for information for a college sophomore who wants to know more about retirement savings options and employee..

Investments for grandchildren

My husband and I have 11 grandchildren We would like to open some kind of account for them as a..

Divorce

67 yr old female. Newly(today) divorced -26 yr marriage. I need a financial advisor that won’t break the bank. Can..

money

ASK TERRY

a personal
finance question