Latest threads in Financial Planningshow only best voted threads
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College Tuition 529B Plan - Putting in and taking out the same year
I am nearing the end of paying for my Daughter's college costs using a 529B plan. I want to close out the account this year. If I put money in now and take it out in August, will that be OK? Is there...
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14 years ago
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Rule Of 72 Questions
Hello, Figure that this must be the right and best group for this question. Have read the Google links on it, but still unsure. Dividing 72 by the interest rate gives the number of years to double an...
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14 years ago
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Buying term life insurance
I would like to buy a little term life insurance. I would like a simple product that would pay my beneficiaries in case if I die. I am not sure what is the proper approach to finding a good deal, so...
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14 years ago
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transactions in a rollover IRA
Is there any reason to hold on to the paperwork of stock and bond transactions in a Rollover IRA account? I am assuming not, but just wanted to be sure before tossing everything out. Thanks, Anoop
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14 years ago
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A Question About Home Mortgage Interest Rates
We're told there's a "credit crunch", that banks are afraid to lend money because they're afraid of defaulting borrowers. In such conditions, the loans that are actually made would have relatively...
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14 years ago
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Odds-On Imperfection: Monte Carlo Simulation (WSJ article)
by ELEANOR LAISE Wall Street Journal May 2, 2009 is no standard Monte Carlo approach, but the method is nothing new. It was used during World War II to help develop the atomic bomb. By the late 1990s...
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14 years ago
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Is there a super index fund?
The more I read about investing the more it seems that diversification is the key. In other words don't put all your eggs in one basket. Have a mix of stocks, bonds: mutual funds, CDs, real estate...
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14 years ago
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bond funds - VBMFX vs FGOVX
I've been reading the threads about bond funds, and currently am holding VBMFX in my portfolio. What about FGOVX - the divergence over the past year ? I've created some CD ladders, and was looking at...
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14 years ago
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Bond index funds
I had posted earlier asking for the next riskier investment after Bank CD's. It was suggested I buy Vanguard's Total Bond Market Index (VBMFX) fund. I have my IRA account with Fidelity and notice they...
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14 years ago
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Advisers Ditch 'Buy and Hold' for New Tactics
small part of the article is included here for space and copyright reasons. For the rest (on my webspace) see URL below. ``The broad decline across financial markets in the past year has persuaded a...
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14 years ago
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Does fixed immed inc annuity make sense?
tnx for the topic - and link - friend recently acquired a variable annuity, and I've been reading up on annuities, along with tax-free mutual funds for our taxable account. I've been doing some CD...
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14 years ago
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No Fed or State Tax
Can you recommend a website/broker that may give me more information? I live in Oklahoma but can't find any bonds that are exempt from both Fed and State (OK).
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14 years ago
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Historical short-term risk-free rates?
Yahoo [1] provides historical data for the 13-week T-bill, 5-yr and 10- yr T-note, and 30-yr T-bond. At [2], I get that information as well as data for the 4-week T-bill and 1-month "constant...
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14 years ago
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Buying a home
In addition to the desirable things you mention above, do a lot of research on mortgages. Shop around. Here is an excellent place to get information about mortgages, mortgage brokers, etc: A slight...
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14 years ago
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Term life insurance
Sure. The Owner of the policy may change the beneficiary designations as he or she likes. Taxes are complicated. There is no income tax due on life insurance proceeds, but there may be estate tax due...
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14 years ago
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