Financial Planning

Swensen on corporate paper

I've been reading though _Unconventional Success_ by David Swensen. Swensen discusses how bonds can be useful for the p...

1 comments posted 19yrs

posted by johnrichardson_us

1 comments posted 19yrs posted by johnrichardson_us

Chase savings acct - low rates

My wife's sister has a Chase checking + savings account. It's amazing that the interest rate is in the 2.5% range (for...

5 comments posted 19yrs

posted by pschuman_NO_SPAM_ME

5 comments posted 19yrs posted by pschuman_NO_SPAM_ME

Fresh College Grad

Hello, I'm new here and am looking for some advice for a new college grad. Here's a little background info on me: I'm c...

40 comments posted 19yrs

posted by mark.tekippe

40 comments posted 19yrs posted by mark.tekippe

What would you do in this case...

Hoping the moderators let this in and if they don't hopefully they tell me why... Came up with an interesting investing...

9 comments posted 19yrs

posted by heyhey

9 comments posted 19yrs posted by heyhey

Life insurance in company pension

I have a new client that is the sole proprietor of a PC, no eligible employees. He has a 401(k) that has about $40K in...

0 comments posted 19yrs

posted by kastnna

0 comments posted 19yrs posted by kastnna

How/Where should I invest $1K in 2007???

Have opened an account with Scottrade. Already have a Target Retirement 2045 Roth with Vanguard. Looking to play around...

12 comments posted 19yrs

posted by daniel.yaocheng.lee

12 comments posted 19yrs posted by daniel.yaocheng.lee

beggining investing

I have set aside 3,000 dollars that I plan on investing in mutual funds. I have looked at various funds from fidelity a...

5 comments posted 19yrs

posted by joe.goglia

5 comments posted 19yrs posted by joe.goglia

W-4 interpretation

I used an ADP calculator to adjust our 2007 W-4 so we do not get a refund in 2008... 1) ADP suggests zero is put on lin...

1 comments posted 19yrs

posted by noreplysoccer

1 comments posted 19yrs posted by noreplysoccer

Is the 529 really necessary for college savings?

There's been a lot of talk recently about 529 plans. This leads me to wonder... are these things really necessary? Ther...

22 comments posted 19yrs

posted by woessner

22 comments posted 19yrs posted by woessner

college assets - FAFSA - parent vs student

We recently went to our high school's presentation on financial aid considerations for college. One of the initial plan...

2 comments posted 19yrs

posted by pschuman_NO_SPAM_ME

2 comments posted 19yrs posted by pschuman_NO_SPAM_ME

consumer due diligence with investment firms

Recent thread that wandered into discussion of how to get best price on a new auto prompts me to ask the following: Let...

5 comments posted 19yrs

posted by makbo

5 comments posted 19yrs posted by makbo

Funding 529 College Plan with stock

Is there anyway to initially fund a 529 College Fund for my grandson with stock I already own. I have a large capital ga...

1 comments posted 19yrs

posted by aristotle65

1 comments posted 19yrs posted by aristotle65

Planning for assisted living

If one is in an assisted living facility and self paying, then after the 5 year look-back period runs out of money and...

3 comments posted 19yrs

posted by rml

3 comments posted 19yrs posted by rml

www.financelink.dk

Hi, I just wanted to share my thoughts with you about the stock market development in 2007. On the website www.financel...

0 comments posted 19yrs

posted by rasmusst

0 comments posted 19yrs posted by rasmusst

How to determine tax bracket, AGI or gross salary?

Is a persons tax bracket determined by their AGI or just gross salary? I just received a pay increase that puts my gros...

9 comments posted 19yrs

posted by neverchecked40

9 comments posted 19yrs posted by neverchecked40