Wild Card Questions
Inherited Stocks
Hello Terry! I so enjoy hearing you on the radio every week. Today, you spoke briefly about the sale of..
Terry’s Tips on Car buying decisions
I’m 65 retired and just started getting SS. I have an Annuity & an IRA totaling over $400,000. I need..
government reports
can we trust any of the financial reports, jobs numbers etc that the trump administration is releasing?
Selling silverware
Hi Terry. We are interested in selling some silver utensils. Do you have a recommendation for a reputable dealer/s who..
Misuse of Personal Information
I have BCBS of Il. and Conduent who manages info on behalf of BCBS had a personal information breach. They..
Trust successor
My 105 year old mother just passed away and had several investments all in trust. My brother, sister and I..
WGN radio hit
I believe that I heard you say that you were in Acapulco, Mexico recently. The state department advises against traveling..
The Savage Truth on Money
Might a 4th Edition to your book be in the works, especially after the OBBBA 2025 having been signed in..
Gold and silver, jewelry
Have some gold, silver and jewelry from inheritance, I searched through the American Numismatic Association but thought you could help..
IRS personal and small business taxes
My wife and i own a small business, we are the only employees. I just found out that our business..
85-year-old parents just sold their home
Hi Terry, My 85-year-old parents just sold their home of 55 years. Unfortunately, they never planned well for a retirement...
Best way to title vehicles for an older couple
Hi Terry, My wife and I are in our late 70s and have our 3 vehicles titles in seperate names,..
Making changes for protection
You had discussed on WGN radio about something that should be done on google to protect our (iPhone) security—could you..
Can I be classified as Head of Household for Tax Filing Status?
My adult son moved in with me in April, 2025. He has no money, no job and no prospects. I..
Online banking apps
Just bought a new car. Financed it through Kia Finance and signed up for their app, kiafinance.com. I’m planning on..
Annuity
I currently have an annuity that has a balance of 165,000. It is getting a 5.65% rate. It’s a 3..
I appreciated your report on WGN tv about the market today
I appreciated your reporting on the stock market falling this morning on the WGN morning show. I felt the segment..
Increase in Medicare Costs due to Real Estate Sale
I sold some property which increased my income for last year. It’s a one-off. SSA says that because of that..
Capital Gains
Hi Terry, am I to understand that I can cash in some long held stock and not pay Capital Gains..
Estimated Tax Payments
Need to make estimated tax payments. The IRS website says it is ok to write a check to the government...