Wild Card Questions
Money Market or T-Bill for part of an HOA reserve account
Hi Terry, We’re trying to get our property manager to put $100k of our reserve HOA account (vs our operating..
Social Security Fairness Act
Thank you for all the information on this topic. My questeion pertains to surving spouse benefit of SS. My wife..
Maximum Social Security Payments in 2025
Good morning, Ms. Savage, and a Happy New Year to you. The top monthly Social Security payment in 2024 was..
Marriage and Social Security
Hi. My question: Is it better to be married for SS benefits or not? Me–single 71yrs old– SOther–single 77yrs old...
Social Security
I was married for 20 years then divorced and not remarried. I receive a teacher pension. Given the fact that..
Full Social Security Benefits for public employees
I am a retired public school teacher who paid into Social Security for many years. In 1982, a Bill passed..
Social Security
Terry, I took your advice and held off taking social security until I turn 70 (February, 2025). I will be..
Social Security Fairness Act
Just like you I was shocked how quickly this bill moved. I was a public employee for 29 years. When..
WEP
With the Elimination of the WEP, will we start to get both payments without the adjustment only…or will they go..
Social Security reduced due to pension
Congress passed a measure that eliminates the reduction of social security if you collect a pension. I started taking social..
Social Security Fairness act
I have read various articles and have seen conflicting information. Without the WEP etc, will the SS to be received..
Social Security Fairness Act HR 82
Did President Biden actually sign HR 82 into law?
Timeshare
What will happen if I walk away (stop paying the annual fees) from a time share which I own (it..
IRS Audit
If a relative is signed onto a family checking account and that person is going to be audited by IRS..
The fairness act.
How many votes to their senate needs to pass the fairness act they had won. Now they’re gonna have another...
Retired , I want to buy an $80K RV.
Hi Terry, big fan and have your book. I’m retired, 70, no pension, taking SSA payment and 2K a month..
lending money from my retirement funds
My son needs to borrow $70,000 for one year. What do I need to consider to minimize tax expenses?
Car tariffs
If I purchase a car now or before President Trump signs into office, will I still pay a tariff? Also,..
Treasury bills and future of interest rates
Will the interest rate go up or down with Trump being the President?
Equifax data breach settlement email
Today I received an email stating I received an “additional settlement payment” of $14.87 and instructions on how to receive..