Wild Card Questions
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..
Financial help for medical bills
My granddaughter is six months old. When she was three months old, she was rushed to Lurie’s Children’s Hospital with..
Personal Financial Organizer
Where can I find your organizer form?
Old Currency
Hi Terry When I was cleaning out my fathers house I found some old currency (100, 50, 20, and 10’s)...
Putting the dollar back on the gold standard.
Hi Terry, After reading your “Ode to Gold” column, I wanted to ask if you think the dollar should go..
Filing taxes
I haven’t filed taxed since 2013 for personal reasons regarding my soon to b ex husband. How do I rectify..
US Congress approve spending
Trump had previously related that if the current plan was approved it would include no taxing on social security. Do..
Roth IRA for grandchild
Can you tell me if I can open a Roth IRA for my grandchild as a college graduation gift. If..
Building credit and financial planning for teenagers
Hello, I have 2 teenage sons (18 – a freshman in college and 17-a junior in high school). I am..
Financing a new used car or paying for it straight up
Good morning Terry I’m in the market for a new used car or possibly new my question is should I..
Lost
I’m a cancer survivor, 69 years old and have no retirement. I have some money Saved in the bank but..
Wgn 👍
Loved your comment this morning on WGN … ” It went to money heaven”
Tax Question about gift to son
Hi Terry, I am a WGN listener. I enjoy you on the radio and also purchased purchase your book Social..
Crypto
Hi Terry. My 19 year old son really wants to purchase crypto money through an app he says is safe..
Future speaking engagements
Will you be coming to Arizona anytime soon?
How to sell a coin collection
I inherited a large coin collection that consists of US and foreign coins, paper currency, loose coins and packaged proof/mint..
TSP Safety
In today’s political climate, can you really count on the US Gov to guarantee the G fund?
Documents to fill out information of my estate upon my death.
Want to make copies of information for my children upon my death. It was discussed and I found it but..
2022 Income tax refund
I’m not sure you remember me. Late 2023 or early 2024 I wrote to you about my 2022 income tax..
gift taxes
I gifted my granddaughter money from sale of my condo in 2024, I know I ,,must file a 790 form,my..