Financial Planning

Term Life Insurance

Hello, I am interested in buying life insurance for myself and wife, I do have a life insurance from my employer, but I...

22 comments posted 19yrs

posted by akhan

22 comments posted 19yrs posted by akhan

iPath ETF's

Hello all, Does anyone have any information or thoughts on the iPath ETF's OIL: iPath Goldman Sachs Crude Oil Total Ret...

0 comments posted 19yrs

posted by 123

0 comments posted 19yrs posted by 123

Did you know Only 2 out of 10 Retiree will be self sufficient?

And only half of baby boomers have investment? These figures are from a market research paper, and I wanted to do my ow...

5 comments posted 19yrs

posted by veryspecialkids

5 comments posted 19yrs posted by veryspecialkids

whole life insurance numbers

A neighbor has $100k in whole life, and has had it for several years. (We were chatting about our 16yr olds & college s...

7 comments posted 19yrs

posted by pschuman_NO_SPAM_ME

7 comments posted 19yrs posted by pschuman_NO_SPAM_ME

LOOK ME:) - question about banks, interest % :)

do substantially larger amounts of money placed with one bank yield substantially higher yields of interest? Does that...

5 comments posted 19yrs

posted by plasticrules

5 comments posted 19yrs posted by plasticrules

Usefulness of Credit Monitoring Service <Longish>

I've been using Equifax's Credit Monitoring Service for a few years, and I'm wondering how the knowledgable people in t...

11 comments posted 19yrs

posted by BRH

11 comments posted 19yrs posted by BRH

What To Do With Inheritance

My spouse is inheriting some money from her parents' estate. We are in our early 50's, our current retirement plans on...

10 comments posted 19yrs

posted by jrs2019

10 comments posted 19yrs posted by jrs2019

Life insurance exclusions

Hi, I'm shopping for term life insurance for the first time and I'm wondering what are the common exclusions applied to...

6 comments posted 19yrs

posted by questermocolle

6 comments posted 19yrs posted by questermocolle

Emergency Fund: Muni bonds or CDs

I have an emergency fund and I am presently reconsidering how to store it effectively. It is presently stored in a high...

8 comments posted 19yrs

posted by blue7echo

8 comments posted 19yrs posted by blue7echo

Fiduciary duty and "selling away"

If you're an Investment Advisor Representative (IAR) working for a Registered Investment Advisor (RIA or "Broker Dealer...

1 comments posted 19yrs

posted by petercooper2

1 comments posted 19yrs posted by petercooper2

Footnote: Nov 10 is 25th anniversary of 401K

On Nov 10, 1981 the IRS issued the first regulations for the 401K salary deferrals. Deferred tax plans (CODAs) had been...

0 comments posted 19yrs

posted by rick303

0 comments posted 19yrs posted by rick303

529 contributions and withdrawals

I poked around here a bit, but I don't see this topic covered already. My original question was how best to give the re...

3 comments posted 19yrs

posted by djbgreensboro

3 comments posted 19yrs posted by djbgreensboro

401 (k) early withdrawal penalty calculation

Guys, Do you know what is the exact amount on which 10% penalty is imposed when you would withdraw money from your 401(...

1 comments posted 19yrs

posted by puneet.maini

1 comments posted 19yrs posted by puneet.maini

From the Moderators: A request

Regular participants on this newsgroup know that untrimmed and/or lengthy posts are not appreciated here. (We informall...

0 comments posted 19yrs

posted by skip5700removethis

0 comments posted 19yrs posted by skip5700removethis

Additional withheld check clearance

Recently I deposited a check to Bank of America with amount more than $5,000. To my very surprise, I just found today t...

9 comments posted 19yrs

posted by myinterest

9 comments posted 19yrs posted by myinterest