Latest threads in Financial Planningshow only best voted threads
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variable annuity life insurance
Unfortunately, it appears that you were diverted from your original goal, by a "policy peddler", rather than a Life Insurance Professional. You do not mention how old the contract is, nor just how...
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19 years ago
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Interesting Information on Corporate Governance
The 34 companies that received the highest marks for corporate governance according to Governance Metrics International (GMI), outperformed the S&P 500 by 15.9% over the last 5 years. GMI recently...
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19 years ago
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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 needs analysis, we are specifically after Term - not Whole Life. The diff. in...
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19 years ago
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When to be in short term cash or stocks, and the accuracy of Robert Shiller's data?
I have read 'Irational Exuberence' by Robert Shiller a few years ago. He (and Warren Buffet) have influenced my personal decision making regarding stocks. I consider myself to be both 'a long term' &...
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19 years ago
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What's my next step?
Hi, I'm a 30 year old guy who is trying to figure out his next financial move and I need some sound advice. I've been in a full-time job for the last 10 years and even though I've made over $750,000...
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19 years ago
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How to hedge inflation if you rent?
What is the best way for a renter to hedge against future rent inflation? There have been a number of articles recently (The Economist, Business Week) arguing that in many U.S. housing markets the...
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19 years ago
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Contribute to Traditional vs Roth IRA??
Yes, you can. If your AGI (with a couple of modifications) is less than $100,000 (for filing Single or for Married Filing Jointly [no typo -- it does not double to $200,000]), you can convert...
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19 years ago
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Emigrant direct offering 3.25% savings acct
Just thought I pass this along. It's better than ING's rate of 2.8%. EmigrantDirect
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19 years ago
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Trust vs Will
Hi there! I have a will and I wonder if I should get a trust. Are they mutual exclusive? can I have both? why? Thanks! Rui
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19 years ago
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Do you worry about debt?
The following was cross-posted. Since it was on-topic for MIFP and we had a few minutes, here is the post. Begin copy-------------------------------------------------- Subject: Question: Do you worry...
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19 years ago
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business use of your home
I am working two jobs. One is full time, making X amount of money. And the other is part-time, making Y amount of money. Y is much less than X, less than a quarter of X. For the part-time job, i can...
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19 years ago
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Roth 401k ?
What is the status of the Roth 401k? Is it definitely coming and only a matter or time or is it in the proposal stage and needs to be approved by Congress or what is the review and approval loop? How...
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19 years ago
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401k contribution limit
I got a letter from previous employer's 401k plan administrator indicating the following. 1) I was considered an HCE for tax year 2004 because I have earned Is this correct given the fact that I...
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19 years ago
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Historical T-Bond Returns
I am looking for T-Bond total returns from 1926-present for a project I am working on. I have done an exhaustive search of the web, and found a couple of sources only. They both claim to be total...
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19 years ago
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529 plan with $25 per month contribution?
An article I read today suggested that a Roth was a better place to park college money than a 529 since you can take distributions from a Roth for educational expenses without taxes or penalties. And,...
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19 years ago
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