Latest threads in Financial Planningshow only best voted threads
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Good long-term economical car ownership strategy?
Hi all, wondering what your thoughts are on what a good general strategy usually is in order to maintain the cost of transportation. (I know there are tons of possible individual factors depending on...
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12 years ago
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Can I buy a new IRA?
I'm retired and have no employment income ? only investment income. I have a Roth IRA, and no traditional IRA. Can I add funds to an existing Roth IRA? Can I buy either a new traditional IRA or a new...
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12 years ago
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Rising Dividends in 2011 and 2012
>From the NY Times yesterday:
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12 years ago
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Top 10 non-leveraged ETFs over the last year
I saw an article on a financial planning site pointing to the fact that 8 of the top 10 performing ETFs in 2011 were US Government Bond funds. So I just did a quick double check via Morningstar's ETF...
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12 years ago
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teacher - 403b - just for last couple years
We were at a dinner tonight with some teacher friends and the subject of retiring came up - along with the 403b topic. If someone never took advantage of the 403b program, but would like to make use...
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12 years ago
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Social Security - beneficiary
We were at a dinner tonight, and we happen to be discussing some folks looking at retiring, and the subject came up of Social Security. A question was presented related to Beneficiary.... It looks...
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12 years ago
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A Bill that didn't pass
In my Coverdell search, I found a bill that I guess didn't pass. links to Bill Text 112th Congress (2011-2012) H.R.37.IH named "401Kids Family Savings Act of 2011" which includes: Changing the...
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12 years ago
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Coverdell Education Savings Account status?
I've googled, but not with much success, to find the current status of the Coverdell Education Savings Account, the account formerly known as Education IRA. I understand the limit for deposit has been...
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12 years ago
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WSJ/Malkiel: Where To Put Your Money in 2012
Link to article at WSJ: Link to my blog where I made the following comments on it: Another excellent op-ed piece by Burton Malkiel, author of the classic "A Random Walk Down Wall Street". Malkiel...
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12 years ago
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strong stocks not targeted by funds
It's frustrating that most etfs and mutual funds seem to be lockstep in correlation with broader markets, yet there is a class of stocks that are defying downturns and volatility. Maybe they will dive...
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12 years ago
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WSJ: How to Build Your Financial Dream Team
How to Build Your Financial Dream Team Some good things in this article to review - for example, they point out that "a good estate lawyer [] shoul dbe weighing whether you should make moves to take...
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12 years ago
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zacks or morningstar membership?
Thinking of purchasing membership in Zacks or Morningstar. Any opinions on which one? THANKS! Happy New Year
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12 years ago
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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: What caught my attention was...
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12 years ago
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whole life insurance
Almost 25 years ago, my wife and I each took out a whole life policy for $50K each. We paid the annual premiums of $360 each for twenty years, building up cash value. Then, for reasons I don't want to...
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12 years ago
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disappointment with Fidelity Premimum Services
Just wanted to let people know that my experience with a Fidelity Account Rep for Preimum Services wasn't that good. I was looking for specific advice about rebalancing - funds to consider switching...
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12 years ago
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