Financial Planning

So I went ahead and did the 49 question IFA asset allocation survey, thoughts?

Thanks to everyone who responded on my previous asset allocation post. It made me aware that while I may have a good mi...

15 comments posted 19yrs

posted by dan.gosser

15 comments posted 19yrs posted by dan.gosser

International Emerging Markets Fund

I have money in VEIEX - VANGUARD EMERGING MARKETS STOCK. I recently read an article in which the 'expert' antcipated th...

8 comments posted 19yrs

posted by hh_online

8 comments posted 19yrs posted by hh_online

investment suggestions please

My son is a home inspector and the company he works for does not offer any savings options. He and his wife earn about...

17 comments posted 19yrs

posted by googlemail2003

17 comments posted 19yrs posted by googlemail2003

401k HCE and followup questions

My boss told me I am on the verge of being considered a "Highly Compensated Employee" (HCE) and I need to aware of the...

1 comments posted 19yrs

posted by dont

1 comments posted 19yrs posted by dont

Just graduated from college...what do I do with this money?

I am a 25 year old male that recently graduated from college and have landed a job that pays $54,000 per year. I am sin...

19 comments posted 19yrs

posted by jamessalks

19 comments posted 19yrs posted by jamessalks

Looking for low-cost counter-cyclical stock fund

Is there such a thing? Thanks!

3 comments posted 19yrs

posted by i.pilcher

3 comments posted 19yrs posted by i.pilcher

SOCIAL SECURITY THREAD CLOSED

First, we apologize to all for not posting this message earlier in a more visible fashion. Anyway, This thread ("Social...

0 comments posted 19yrs

posted by skip5700removethis

0 comments posted 19yrs posted by skip5700removethis

Formula for FV of non-interest-bearing account given annual contributions increase at x% compounded rate

I'm trying to find the formula to calculate the final value of a non-interest-bearing account, given annual deposits wh...

5 comments posted 19yrs

posted by nospam

5 comments posted 19yrs posted by nospam

Volatility screener

I apologize if I've asked this before (I can't remember if I have and Google didn't turn up anything, but...). I'm look...

6 comments posted 19yrs

posted by wwtrice

6 comments posted 19yrs posted by wwtrice

Foreign Stock in IRA: Taxation Issue

I hold Honda Motor Company ADR (symbol: HMC) stock in my Roth IRA. When a dividend was paid recently, I noticed that my...

5 comments posted 19yrs

posted by honda.lioness

5 comments posted 19yrs posted by honda.lioness

Thread Closed (was: Social Security Rate of Return)

This thread is closed. Those wishing to discuss Social Security beyond its role in the financial planning process may d...

0 comments posted 19yrs

posted by skip5700removethis

0 comments posted 19yrs posted by skip5700removethis

ibonds

I've been looking over bond options in taxable accounts and there doesn't seem to be much out there that's tax-deferred...

0 comments posted 19yrs

posted by johnrichardson_us

0 comments posted 19yrs posted by johnrichardson_us

etrade s&p 500 index fund

a bit of interesting fine print from the fees and expenses page for ETSPX. becasue they charge a $25 transaction fee on...

5 comments posted 19yrs

posted by cporro

5 comments posted 19yrs posted by cporro

Dental Financial Planning

Got hit with another big dental bill the other day (which will bring my total to around $3500 in less than a year), des...

10 comments posted 19yrs

posted by honda.lioness

10 comments posted 19yrs posted by honda.lioness

5% Compound Automatic Inflation Benefit vs. CPI Automatic Inflation Benefit

The 2 most common types of Automatic Inflation Benefits in long term care insurance policies are: 5% Simple and 5% Comp...

0 comments posted 19yrs

posted by scottaolson

0 comments posted 19yrs posted by scottaolson