Latest threads in Financial Planningshow only best voted threads
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whole life policy - reviewing the numbers
I've had a small Northwestern Mutual whole life for a few years, while our kid was younger... and I didn't have an investment portfolio. Also had a term life to really handle the coverage aspect....
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13 years ago
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What to ask when viewing investment property (Warehouse)
I will be viewing an investment property in the Chicago area that is a warehouse. This is a sealed bid sale, due to bankruptcy of a company and auctioning off a property that is now owned by the bank....
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13 years ago
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Personal finance course
I am interviewing for a teaching position at a local vocational school for a course on personal finance. The school teaches both high school students as well as continuing education for adults. It is...
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13 years ago
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Loads on 401K Funds
We are looking at doing a 401K with ADP using their R share program. ADP is claiming that the funds in this group have a 1.3% load, with no front end or back end load. Are there any hidden costs I...
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13 years ago
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Debt/Equity #s
Value stock guru Benjamin Graham counseled, among other things, that the company of a good stock would possess a debt-to-equity ratio of less than one. Debt/equity is also known as "total...
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13 years ago
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updated Visible Policy site
Several years ago, folks on this forum provided extensive advice to me as I was first authoring the Visible Policy site: * is a detailed analysis of my whole life insurance policy from New York Life....
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13 years ago
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Evensky and the Bucket Approach to retirement planning
Okay, so it's not the latest - this video is from back in March: (I hope it's available to non-subscribers) But it's a short video, worth watching, I think. Harold Evensky is one of the big names in...
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13 years ago
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Planning by comparison
This useful site has been brought up before on this forum: may care to look at the tables showing quintiles of income. These have very detailed averages of expenditures covering many common...
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13 years ago
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cap appreciation vs fixed income
With the current financial environment, there appears to be several articles reflecting the flight from equity to fixed income. In reviewing my moderate allocation portfolio, an online site is...
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13 years ago
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Pension advice wanted
I'm a US citizen with retirement coming in the next few months and I need some advice on whether to take my pension as a lump sum or an annuitized payment. The people I?d typically ask for advice all...
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13 years ago
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Article on medical pricing
Drat. I thought I was going to get a freebie.
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13 years ago
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fixed pension - should I wait?
I can start taking a pension after my 55th birthday, which is coming up in the next 6 months. This is a old-fashioned company penson. There is no cost of living increase for the pension, once it...
9
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13 years ago
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High interest rate savings account
Someone from my bank called recently offereing to up the interest rate on my savings account from just over 1% to 4%. I asked him what was the catch and he said none and that I didn't even have to...
11
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13 years ago
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buying corporate bonds
It looks like there are 10-year corporate bonds being offered at around 4.5 - 5% by banks such as Goldman Sachs and Bank of America. Would folks here recommend buying these in a retirement account, or...
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13 years ago
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Graham selection of bonds
I am from India. We do not have much of a bond market here. Most of the bonds are issued by the public sector (Govt owned utilities etc) companies. Regular Companies raise money by issuing Term...
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13 years ago
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