Wild Card Questions
Financial Literacy Programs
Ms. Savage: I’m writing to see if you have any recommendations for financial literacy programs, particularly aimed at financially challenged..
Stage 4 cancer diagnosis
Love your advice. Don’t mean to be downer but just diagnosed with stage four cancer with 6 months prognosis. Where..
Home Identity Theft Concern – Update
Hi Terry, Thanks so much for your quick response to my home identity theft concern. I have had a busy..
Wgn noon business hour — Dr. Bob’s next visit
When will dr. Bob Froelich be on the WGN noon business hour ? Thank you
Investments for grandkids with custodial control
I’ve considered a 529 acct for my grandkids but 2 of them for sure are home-schooled which makes me wonder..
Inflation and government spending
Does government spending fuel inflation? If so why isn’t the media covering the new budget? What should I do with..
IRA beneficiary is disabled adult — how to protect
Can my adult son with Down Syndrome inherit my IRA & have proceeds put in his sp. needs trust? Would..
new jobs report
When a report of how many new jobs have been created comes out, is there a way to know if..
get organize
where is the “Get organied” forms you talke dabout on WGN 12/28
Changing my will –just add a note?
To change my will (beneficiary/executor) do I need a lawyer? Does the change need to be notarized? Can I just..
Parts of a trust.
I was left 10 parts of a trust. Is that the same as 10%?
gurus near furure financial crash?
Hi Terry – have followed you 20+years…like? my question as gothu my internet is many finalcial guys like Ray Dalio,..
Transferring Money from a foreign bank to a bank in the United States.
How do we go about getting money out of a foreign bank account to a bank here in the United..
Recommendations for advice
Is there a reason you never mention Edward Jones as a place to get advice or place your money?
Finding my deceased daughter’s lost 401K
My daughter passed away in 2018 at age 53. She worked first for Prudential and then when the healthcare division..
QCD/RMD timing
Every thing I can find on this question is ambiguous. Say I have a 10,000 RMD and I want to..
Old money — a $500 bill
Where do I take my $500.00 bill to be evaluated for worth?
Mutual of America
Terry I have a RMD with MOA I received a letter from them on the Nov 5 that they sent..
Government control — gold?
A little while ago in our history the government made it illegal to own gold do you think that would..
New Car Prices
Terry, I am interested in buying a new car. I found the one I want, but the dealer is charging..