Financial Planning

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Vanguard vs. Fidelity

With the future intention of moving (rolling over) 401k (403B) funds into an IRA upon retirement, I am considering using...
17 comments posted 19yrs
posted by rml
17 comments posted 19yrs posted by rml

Top Ten Highest Fixed Deposit Rate in the World

Hi, Please kindly let us know which top ten countries offer higher rate of Fixed Deposit. mainly re-invest for our futur...
2 comments posted 19yrs
posted by xs34120
2 comments posted 19yrs posted by xs34120

Gifting appreciated stock

I understand that when gifting appreciated stock, there must be a long term gain to take the current value as a charita...
1 comments posted 19yrs
posted by joetaxpayer
1 comments posted 19yrs posted by joetaxpayer

How to preserve 401k match after leaving job?

I quit my old job about a month and a half ago. I've already started work at a new job. At my old job, the 401k contirb...
2 comments posted 19yrs
posted by radraccoon
2 comments posted 19yrs posted by radraccoon

small estate affidavit?

Hi, what is the best way to transfer small assets (less than $100,000) to one's beneficiaries at death, if the benefici...
1 comments posted 19yrs
posted by questermocolle
1 comments posted 19yrs posted by questermocolle

Allocation for Income: Electric Utilities v. REITs

I have been examining electric utilities and REITs in recent years. I currently hold several such stock positions. The...
21 comments posted 19yrs
posted by honda.lioness
21 comments posted 19yrs posted by honda.lioness

ABC Trust

If a decedent spouse owns a home as separate property, and provides in the trust for the surviving spouse to live in th...
2 comments posted 19yrs
posted by c308682
2 comments posted 19yrs posted by c308682

open a bank account

Is there anybody know whether a B-1 holder can open a US bank account while he is here? (no SSN)
0 comments posted 19yrs
posted by myinterest
0 comments posted 19yrs posted by myinterest

payoff mortgage vs investing

ok - here's another little financial planning gem from within the extended family... Currently have a house worth maybe...
9 comments posted 19yrs
posted by pschuman_NO_SPAM_ME
9 comments posted 19yrs posted by pschuman_NO_SPAM_ME

Transferable Insurance Policies investment

There are articles floating around describing how those work and talking about 16% average annual return. Are those sca...
0 comments posted 19yrs
posted by mmedved
0 comments posted 19yrs posted by mmedved

Sector Fund Investment Plan

I've been thinking for a while now about taking some money and putting it into the top 5 sector funds, perhaps Fidelity...
24 comments posted 19yrs
posted by gary_w1
24 comments posted 19yrs posted by gary_w1

Who certifies a CFP?

What organization issues a CFP certificate? Is there a board of standards that oversees the CFPs? GJ
2 comments posted 19yrs
posted by gj
2 comments posted 19yrs posted by gj

dividing up gift & estate money

wonder how you would approach this situation.... wife comes from a large family and they have some money... they screwe...
20 comments posted 19yrs
posted by pschuman_NO_SPAM_ME
20 comments posted 19yrs posted by pschuman_NO_SPAM_ME