Wild Card Questions
Trusts and inheritance and protection for grandchldrfen
Hello Terry, We are raising our grandchildren and plan to set up a revocable trust for their inheritance. We have..
Tariffs
Hi Terry, Can someone sue the government for my losses incurred during Trumps war on tariff’s. I am a retired..
Future planning for ssdi recipient
I am 59 and turning 60 in July have nothing saved only receive SSI disability each month the only source..
Tariffs and the economy
Hi Terry, not a question, but a comment again. We had tariffs during Trump’s first presidency and the economy was..
RMD 2025– calculated on higher value than it is now!
With recent US tariff moves my 401k like every one else’s took a hit. Obviously no one can predict what..
European perspective
I live in Europe as an American for a short time. I have noticed that the Europeans are talking and..
Silver Dollars
What can we do with the corroded silver dollars that we have?
Bought new car
Just this week my son, who is usually financially savvy, told me to buy a new car because the dealer..
Car
Hello. As a recent widow I am on a smaller fixed income. My car is 14 years old. I hate..
Social SECURITY withheld for SBA loan I didn’t take out!
My deposit from social security was debited $334.77, US Treasury Off Set Program. I called they a Small business loan..
stock certificates
I have some old stock certificates from about 40 years ago. I,m not sure if the companies are still in..
Interest rates should be controlled
I don’t have a question, I have a comment/idea that I wish you could somehow get started. I don’t want..
Password safety
Terry, I’ve heard you discuss Password Savers before on your podcast , but can’t recall if you recommended a specific..
Compound real estate bonds
Hi Terry! What can you tell me about compound real estate bonds? Are they a good investment or too good..
Debit card fees
Businesses are increasingly adding service fees for debit cards. I’ve looked over the law and see that it’s lawful to..
Medicaid complaint annuity
What are the pros and cons of Medicaid compliant annuities?
Interest deduction on my condo loan
If I don’t do taxes I have a lot of interest what do I do ? It’s a shame I..
Gifted money received
A dear friend passed away & she give me a large amount of money. About $80,000 . I haven’t checked..
Selling gold jewelry
Where’s the best place to sell gold. Nothing huge but broken necklaces, bracelets, earrings I no longer wear. Thanks for..
First year with RMDs, need tax help, in western suburbs
Terry, I am hoping you might have a contact in the western suburbs who could help me with tax preparation..