Financial Planning

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Term Insurance - TIAA Cref

Does anyone have any experience with this company? Strong ratings based upon my due diligence thus far. Based upon our...
2 comments posted 21yrs
posted by a
2 comments posted 21yrs posted by a

did he have a 401k plan?

My friend worked at an auto body shop for a couple years. He was in an auto workers union, and he thinks he may have ha...
2 comments posted 21yrs
posted by bascara
2 comments posted 21yrs posted by bascara

Trying to take money out of VUL policy

Hi all, I hope this is the right place to ask this. Back when I was a dumb financial idiot (teenager), I thought I had...
3 comments posted 21yrs
posted by is300onyx
3 comments posted 21yrs posted by is300onyx

Mortgage Closing Costs - Connecticut

Is anyone familiar with the relative closing costs for a $200,000 refi in Connecticut these days? I know you need an att...
1 comments posted 21yrs
posted by michelle9384
1 comments posted 21yrs posted by michelle9384

Brokers - What's the Attraction?

In several threads recently, people have said they have mutual funds in brokerage accounts. Except for 401k accounts, I...
15 comments posted 21yrs
posted by erichktn
15 comments posted 21yrs posted by erichktn

Roth 401(k) available starting 2006

Here is the beginning of the article. New Roth 401(k) Plans Target High-Income Earners By JANE J. KIM Staff Reporter of...
1 comments posted 21yrs
posted by beliavsky
1 comments posted 21yrs posted by beliavsky

From the Moderators: Fast Approval

To enhance the tempo of conversation here and because of the increased volume of posts recently, the Moderators have ad...
0 comments posted 21yrs
posted by skip5700removethis
0 comments posted 21yrs posted by skip5700removethis

State-exempt dividends, arrrgh!

I can't believe the pain involved in claiming state tax exemptions for dividends of federal origin! If you hold mutual...
1 comments posted 21yrs
posted by dumbstruc
1 comments posted 21yrs posted by dumbstruc

ING GoldenSelect Variable Annuities

I have retired and would like to invest some money which is now held in CD's in an investment that will defer taxes and...
2 comments posted 21yrs
posted by hslomer
2 comments posted 21yrs posted by hslomer

Bond cost Schwab vers Merrill Lynch

I have to liquidate a large number of bonds to settle an estate. Would I do better commission wise by transferring the...
2 comments posted 21yrs
posted by noname87
2 comments posted 21yrs posted by noname87