Financial Planning

Using CPI as basis for long term care policy

We are looking into buying a long term care policy with inflation protection. We looked at a policy that instead of bas...

12 comments posted 19yrs

posted by pk94100

12 comments posted 19yrs posted by pk94100

Fidelity 401k Basics

Hello everyone, First of all, thank you to everyone who commented in my 'Fresh College Grad' post - I found it very hel...

4 comments posted 19yrs

posted by mark.tekippe

4 comments posted 19yrs posted by mark.tekippe

Tax free, deferred, or taxable accounts for 30 yr old retirement.

Scenario: 30 year old will be working overseas (China). Annual income of $60,000 US. His local tax bite will be about 3...

10 comments posted 19yrs

posted by po.ning

10 comments posted 19yrs posted by po.ning

Looking for some thoughts on my asset allocations

I'm 26, I have very low living expenses and no debt. I max out my 401k and Roth IRA every year (and will continue to do...

29 comments posted 19yrs

posted by dan.gosser

29 comments posted 19yrs posted by dan.gosser

Experience with TurboTax Online?

Hi, I am thinking about using TurboTax online because I get it for free as a State Farm customer. Anybody have any expe...

9 comments posted 19yrs

posted by nospam

9 comments posted 19yrs posted by nospam

Social Security Rate of Return

This topic may be too politically charged for this newsgroup, and I apologize in advance for that. But I know of no oth...

13 comments posted 19yrs

posted by woessner

13 comments posted 19yrs posted by woessner

Bypass AB divisions

In a simple AB trust, the assets get divided into a 'Marital' subdivision, and a 'Family' subdivision. In my case the f...

1 comments posted 19yrs

posted by elliott.paule

1 comments posted 19yrs posted by elliott.paule

Slight OT: Chinese income tax.

I have a friend who is moving to China for a job. Can anyone provide any advice as to how much Chinese income tax he has...

0 comments posted 19yrs

posted by po.ning

0 comments posted 19yrs posted by po.ning

$100K - $150K to invest short-term - Where do I place it?

Hi All! My wife & I have refi'd and will be coming into some cash ($100K-$150K). Where should we put the money for the...

12 comments posted 19yrs

posted by mikioiTAKEOUT

12 comments posted 19yrs posted by mikioiTAKEOUT

Good Bond Funds?

I am 70 and am putting some of my portfolio into bonds. At present have 14% (Dodge&CoxIncome, Van. Intermediate Bonds,V...

7 comments posted 19yrs

posted by otf70

7 comments posted 19yrs posted by otf70

Supplemental Long-Term Disability

Good Day, I have disability insurance through my employer which covers 65% of my income. As is typical, this is taxable...

20 comments posted 19yrs

posted by msgrinnell

20 comments posted 19yrs posted by msgrinnell

Potential loophole in the banking system?

Can someone please give me some intelligent feedback on this website: www.bankflaw.com This website claims you can get...

6 comments posted 19yrs

posted by kosmok101

6 comments posted 19yrs posted by kosmok101

investment plan for 25K

I need some guidance from the group. I am 30 yr and am looking for advice to invest about 25K cash. Situation: I have 4...

6 comments posted 19yrs

posted by saurabh.mahesh

6 comments posted 19yrs posted by saurabh.mahesh

umbrella liability insurance?

Is it recommended to have as much umbrella liability insurance as all of one assets including "retirement" accounts? Th...

1 comments posted 19yrs

posted by rick303

1 comments posted 19yrs posted by rick303

Fund closings at Fidelity

Does anyone have a single site that identifies which Fidelity funds are closed to new investors? -HW "Skip" Weldon Colum...

2 comments posted 19yrs

posted by skip5700removethis

2 comments posted 19yrs posted by skip5700removethis