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Wild Card Questions

CD WITH TRUST AS BENIFICIARY

IS IT ADVISABLE TO NAME YOUR REVOCABLE LIVING TRUST AS BENIFICIARY OF YOUR CDS IF YOU DO , MAY YOU..

Buying a car /mortgage loan

Should I payoff a mortgage loan of 39,000 or pay in full buying a car for 45,000. Mortgage rate 5.89%.

Refinance car loan

I just bought a two thousand twenty two chevy and late december last year. Will a p r be going..

Deceased fathers beneficiary who got scammed by lawyers at his probate court

I was curious as to how fraudulent schemes by lawyers in my fathers deceased probate / estate case works ?..

Selling house in México and transfer money to USA

Hi Terry, my mom is 80 yrs old living with me in Illinois, she is selling her house in Mexico,..

Neighbor Medicare/ nursing home bad choice

Hi Terry , I sent you a question last week and I did not hear back…it was concerning my next-door..

Gold Market

I have a distant friend that insists I invest money in the Gold Market. She supposedly knows a great deal..

Savings bonds

My granddaughter first birthday is coming up. What saving bonds should l be buying?

Funds were scammed. FBI??

We were scammed out of a decent amount of money by 2 people working as a team, unbeknown to us...

Observation vs admitted — True Story

Hi Terry, I sent you a note before but I don’t think it went through. I’m inquiring about my next-door..

Charitable Contribution of RMD

Thanks for your quick response! Followup: how do I know if my church is a qualified charitable organization?

Charitable Contribution of RMD

Will direct donation of a portion of my RMD to my church reduce the tax I pay?

Personal Financial organizer form

Were can I find this form on line? THANK You

IRS Tax Advocate

Thank you for mentioning the IRS tax advocates on WGN with John Williams. They helped us retrieve the 3 stimulus..

Car financing

I financed a car in 2019 with a 1% interest rate. I am now having trouble with the car with..

possibly forged POD

A POD was brought to my x-husband’s bank. It is more than likely that his signature was forged along with..

Recoup Value of an Old Retirement Certificate

Hello Terry, I have a very old (1985) retirement certificate from Lyons Savings and Loan Association. It has an account..

Social Security income

I received a come-on to get a bigger monthly payment. I also get snap,LIHEAP. It said possibly raise to as..

Covid Tax Relief Payments

I have not received any Covid tax relief checks from the IRS. Is it still possible to receive the checks?..

SS# used for i.d. purposes

My husband and I opened IRA CD’s with Wintrust this past week. After returning home, I realized our SS#’s are..

money

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