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There are 17230 individual articles here that are part of 2069 discussions
Please see below the list of the most recent and the best rated articles in Financial Planning
The most recent discussions
Stock Screeners sabotoged
May 18, 2013, 1:23 am
Arrgghh, I can't believe a major stock brokerage has been giving me mangled stock screen results. In such a target rich environment, you need something to sift thru the chaff. Have you ever looked cl... Read more »
pension plan weasel language?
May 13, 2013, 12:54 pm
Should I be alarmed at the following info contained in my former employer's Annual Funding Notice for Retirement Plan? With MAP-21 rates, fund is at 101%, without it is at 86%, for 2012. Whateve... Read more »
Cash in life insurance policy?
May 13, 2013, 12:54 pm
I have an AXA Equitable life insurance policy (modified premium variable whole life) with a face value of $100,000 and a net cash surrender value of $61,000. I am 66 years old & in good health. No ... Read more »
Porfolio composition discussion
April 30, 2013, 7:31 pm
In light of David's recent post (I am not the poster he was replying to) I figured I'd put up part of my asset class breakdown for discussion, ripping apart, etc. My personal methodology is to fir... Read more »
Non invest financial plan
April 29, 2013, 11:30 am
Hi Thanks for this group. While this isn't the most logical group to ask about non invest financal plans, can anyone suggest who to contact for it? Even CPAs and CFPs seem unnterested if not inve... Read more »
Avoiding stocks that refinance
April 24, 2013, 5:07 am
This may not be plannable, but I wonder how one can avoid stocks that get large price setbacks by kind of refinancing themselves. Not sure of the terminology, but some companies issue a lot of new st... Read more »
Lessons from American Greed tv series?
April 19, 2013, 6:06 pm
CNBC is desperately trying to create tv series to fill in the time between live market coverage, and I would say American Greed is the only one that halfway works. We might consider what the lessons ... Read more »
Forbes - 7 questions to test your financial literacy
April 15, 2013, 5:51 pm
Great, short, informative article. I can’t tell you how many times I run into #3 and have to explain the difference between a container and what one puts into a container. And, given where I li... Read more »
REITs, the false nirvana for yield?
April 14, 2013, 6:14 pm
Reits are showing great yields and cap gains in this slow recovery with extended low mortgage rates. But what are the pluses and pitfalls in this environment? For example I hear there is some complex... Read more »
local or big companies for retirement and TOD
April 5, 2013, 6:12 pm
Hi, Is there any advantage in using a local retirement agency other than something like Fidelity or T.Rowe Price, when you consider endgame type scenarios? Iow, are large companies just as persona... Read more »
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The best rated discussions
A tool for comparing mutual funds and etfs
An experimental tool I created is available: http://stockato.com/ The user needs to specify the symbol of one mutual fund/etf to receive similarly behaving other financial instruments. In case simila... Read more »
Rules change on 529 plans on FAFSA applications?
I've heard it stated for several years (perhaps erroneously) that 529 plans (both regular and 529/UTMA) don't get included on the FAFSA finaid application. However, I was just looking at the 2011-201... Read more »
Annuity vs Managed Payout
Have about $400K in 401k, diversified, but just sitting there since retirement 2 yrs ago. A broker/advisor is pushing me toward AVIVA IncomePlus Fixed Deferred annuity- Indexed fund w/Lifetime Pay... Read more »
Economics of retaining an older car, versus a buying a new car
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My wife and I are planner, saver types; we also had good fortune of being born to families who stressed hard work and education and as a result, we both have good careers, and have become financially... Read more »
Life insurance vs. 529 plan
I've just had a fascinating e-mail. A grandparent had mentioned to a friend (who happens to sell insurance) that he was thinking about starting up a 529 for his recently born grandchild, as he'd don... Read more »
401k rolled into a Roth IRA or traditional ira?
I will soon have to make a decision on my 401k plan.My company was sold to a private firm and I need to roll my 401k into a IRA or even another 401k.My question is this.....are there any restrictions... Read more »
making annuity liquid
I have a Jackson Perspective L Series Fixed & Variable Annuity. I'm age 65. Wanted to annuitize so I can start withdrawing money each year but agent told me annuitizing right now with low interest ... Read more »
Life Expectancy table?
Can someone provide a pointer (specific URL) for the 2000 Individual Annuitant Mortality Table, aka the RP 2000 Life Tables, provided by the Society of Actuaries? I could not find it at www.soa.org. ... Read more »
Self-control strategies
Saw the following, relating the results found in a report by Barclay's Wealth. (Text below copied from a blog posting about it - the report itself may be found here: http://www.barclayswealth.com/in... Read more »
Reverse Mortgage Note and Trust Deed
My lender gave me the docs for my HECM Reverse Mortgage. Everything looked ok except that the Trust Deed has a principal amount that is 1.5 times the amount of the appraised value of the property, i... Read more »
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