Financial Planning

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...

4 comments posted 21yrs

posted by michaeljc70

4 comments posted 21yrs posted by michaeljc70

529 plan with $25 per month contribution?

I wanted to start contributing to a 529 plan for my kids (ages 6 months and 2 years) but cannot afford to contribute mo...

10 comments posted 21yrs

posted by mark2741

10 comments posted 21yrs posted by mark2741

Money, Quicken, or online?

Newbie question here. My wife and I have small scattered investments in various mutuals, stocks, bonds. Some are direct...

10 comments posted 21yrs

posted by gcm2001

10 comments posted 21yrs posted by gcm2001

% of investing done through financial advisors

Hi everybody. I have a question about financial planners. Approximately what percent of all the money invested in the U...

0 comments posted 21yrs

posted by ziesej

0 comments posted 21yrs posted by ziesej

Graded Premium Whole Life vs Buying Term and Investing

Hello All! I've been lurking in this group for a short time and have a few questions: Can someone explain to me what a...

3 comments posted 21yrs

posted by mikioi

3 comments posted 21yrs posted by mikioi

how to stop credit card offers to learning disabled son ?

A friend has a 20 year old son (yes, he's really a friend's son, not mine). He's learning disabled, but credit card com...

8 comments posted 21yrs

posted by kappo50

8 comments posted 21yrs posted by kappo50

Calculating interest after make a lump-sum payment to a mortgage

Suppose I have an existing 30 year mortgage and decide to make a lump-sum payment in the 5th year of the mortgage. How...

14 comments posted 21yrs

posted by jw

14 comments posted 21yrs posted by jw

time value and mortgage

I have a time value problem, and I'm not sure how to analyze it. An investor owns 50% of a building (valued at $1,400,0...

2 comments posted 21yrs

posted by tedmetro

2 comments posted 21yrs posted by tedmetro

gift tax and disabled person

I am thinking about gifting like $70k to a disabled friend who has MS so she can purchase a small condo. She can't work...

10 comments posted 21yrs

posted by Henry

10 comments posted 21yrs posted by Henry

Insurance instead of joint survivor pension option?

Like most people with a company pension I have the option of having the pension end when I die or choosing a joint surv...

20 comments posted 21yrs

posted by no

20 comments posted 21yrs posted by no

How can I file this loss from my LLC?

I'm planning to stat a LLC. I myself will be the only employee at the beginning. But I will continue to work my current...

2 comments posted 21yrs

posted by netcomm888

2 comments posted 21yrs posted by netcomm888

Dollar-Euro conversions

I am planning to convert a dollar fund into Euros and am looking for a source of information about the process, with th...

5 comments posted 21yrs

posted by RedFox

5 comments posted 21yrs posted by RedFox

They should teach this in schools

It occurs to me that so many people, including myself know so little about finance and managing their cash. We teach ki...

11 comments posted 21yrs

posted by starritt

11 comments posted 21yrs posted by starritt

Spousal contribution in IRA

I am planning to make a spousal contribution towards a Traditional IRA. I would like to know, for spousal contribution,...

2 comments posted 21yrs

posted by r_ganguli

2 comments posted 21yrs posted by r_ganguli

Well paying euro denominated account

I currently have a euro denominated account at everbank, but, unfortunately, it does not pay a good enough interest. I...

0 comments posted 21yrs

posted by ignoramus14540

0 comments posted 21yrs posted by ignoramus14540