Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
Developing Lists of Bond Candidates
Is there a site that would let me search for corporate bonds that meet these criteria: - Bond and corporation behind it are A rated - Corporation behind bond trades as a public company - Bond comes...
 
Application or Spreadsheet To Calculate Bond Returns
Does anyone have a software application that I could plug a CUSIP, a purchase price for a bond, and a commission, and have it spit back the details of 1) The initial costs to purchase the bond,...
 
About mortgage 'bailout'
Let's say Joe buys a house for 800k, then discovers he can't afford it. He puts it on the market, and learns he cannot sell it for more than 500k. Assuming he put 20% down, his mortgage is 640k, so he...
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Definition of Liquidity
Liquidity = when you look at your brokerage statement and wet your pants! Gene E. Utterback, EA, RFC, ABA (Hopefully our esteemed moderator will allow a little humor onto the board)
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How does my mortgage lender treat house prepayments
For the last year, I have been adding a little bit of extra to my house payments. I have a 15 year fixed rate mortgage that I obtained at 4.875% a few years ago. When I carefully looked at my...
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For Anyone Using "My Yahoo" Financial To List Their Portfolio, etc.
Hello, Am getting on a bit in years now, so please bear with me a bit. I have my Portfolio of stocks on My Yahoo, the Financial page where you can list them, and it shows values etc. Works pretty well...
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Refinance HELOC
Hi, I have $200K balance on my home equity line of credit of my primary residence. I own the house outright and the current market value for the house is about $400K. Is it a right approach to...
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trading illiquid stocks
An illiquid preferred stock that I would like to buy is currently (9:43AM) trading at 4.48 bid for 700 shares 5.04 offered for 100 shares Other things being equal, investors should avoid such illiquid...
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non-deductable IRA?
I'm 59 y/o and have a pension plan at work, maxed out 401K and Roth IRA contributions, AGI
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How to shop around for health insurance?
Things at my company are looking a little shaky. If I get laid off I wonder how would I go about acquiring health insurance? I can afford high deductible, upto around $40,000. I also read that one can...
 
IRA accounts and living trusts
should IRA accounts be held in the name of "Joe Dokes, Trustee of the Joe Dokes Living Trust"?
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Bank run on Citibank?
Presently, Citibank stock is trading at a level that implied an almost imminent bankruptcy. Most likely, on the basis of assets and liabilities, properly valued, it is insolvent. What also complicates...
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Home Equity Line of Credit
At the moment, the only debt that our family has, aside from credit cards that we pay off in full every month, is the house. We owe about 40% on it and pay appx. 12% of our gross as mortgage. However,...
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What about Leverage?
Is this the time, between now and say summer, for the average investor to borrow money to purchase buy and hold stocks? A basket of expensive blue chip type stocks that have high dividend yields and...
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Withdrawal calculator
I am having a terrible time with what should be a simple calculation: How much can a saver withdraw monthly from a lump-sum of $312,000 if the assumed return is 4.5% and the life expectancy is 28...
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