Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
holding condos and loosing money
My wife's family has inherieted 4 rental condos located in downtown Chicago. They were purchased about 5 years ago by my wife's father.... who recently died. At this point - they are a loosing battle...
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When to walk away from a house?
When is it beneficial to walk away from a mortgaged house? My daughter and SIL & 2 kids have lived in a house for 10 years. They just re-fi'd it for a better rate using a fairly conventional re-fi (30...
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clunker bill
can anyone confirm current status of the plan to spur more new car sales, called clunker bill? I read it passed both house and senate but unless signed by president into law, it is not yet effective,...
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Do I have to buy insurance only from the company my financial planner works for
Can someone help me with this. Do I have to invest or buy insurance only from the company that my financial planner works for? Thanks in advance Kevin
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about TIPS
For the TIPS rates at that include the fixed and CPI portionsof the interest rates? There's an auction for 10-year TIPS in a few days I was wondering if I should buy some for the portion of my...
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Health of Plan Admins
Since many banks and investment firms are mostly on the verge of collapse, how deep in this muck, and therefore as leveraged and illiquid, are plan administrators, such as Vanguard, Fidelity,...
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Treasury Guarantee Program (for money market funds)
Can anyone confirm the current status of this program?
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12b1 Fee
Please help settle a debate. When looking at American Fund's Washington Mutual (AWSHX), they show a "total expense ratio" of .58% and a 12b1 fee of .24%. Is the 12b1 IN ADDITION TO the .58%, or part...
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Taxes in Retirement
As I near retirement age, I keep getting postcards from various local insurance companies inviting me to attend "free" retirement seminars where I can learn how to "avoid taxes on social security...
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Why are tax exempt munis paying so much ??
Andy asks: I have noticed that many tax exempt munis and tax exempt school bonds are paying 4.5 to 5 %..... Lots of them... All AA and AAA rated, many insured. Since CDs are only paying 3 to 3.5%,...
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Financial Planner question
Can someone tell me if Financial planners are regulated. I would also like to know if they have to be licensed or so.
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Undo a Rollover
When I changed jobs a couple of years ago, I rolled over my 401k to the new company because it had better choices. However, with the market slump, those choices are not that interesting anymore, so...
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7
 
Life Insurance question
My wife will retire soon. She can take her pension in several ways depending on if the term is for her life only, her life with a minimum number of years, her life and then 50% to me as a survivor. or...
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proxy voting help!
i searched and didn't find much here on the topic, so i'm posting. i own 3 index funds through vangaurd. for the first time that i recall in 9 years they are asking me to proxy vote. they seem very...
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Annual Return numbers PIMCO not making sense
Hi, I've been looking into moving some dollars into Pimco Total Return Admin ( mutual fund) via my 401K with Wells Fargo. The Wells Fargo website has good numbers for PIMCO Admin : 6 percent or so,...
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