Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
Lifetime annuity re-sold for lump sum?
I have a friend who is eligible for a monthly lifetime annuity at age 55 as part of retirement from a company. However, he is told that he cannot take it in lumpsum until age 65. Is there any...
15 years ago 1
 
Treasury Direct v. Paper Bonds
I recently opened up and account with TreasuryDirect and got a $1000 bond for my son's 1st birthday. I was doing some research for my daughter's 1st birthday purchase to match and wondered what the...
15 years ago 3
 
Debt Firewall?
Is there any way to reduce, minimize, or eliminate the ability of a spouse to create needless debts that the other will have to pay, esp credit card? I don't mean by persuasion, but US legal steps at...
15 years ago 1
 
Use a home equity line to pay-ff cars
What are the dangers to using a home equity line to pay-off a car loan? I have 200K+ in equity in my home and am thinking about paying off a 20K automobile loan with the a home equity line. I would...
15 years ago 1
 
401k contributions to old job where still employed
I have recently started a new full-time job, but am still listed as a "part-time on-call" employee with my old company. As such, the benefits dept. at the old company says that I am unable to...
15 years ago 1
 
Doubts about financial advices about saving and investing, paying off debt - from Dave Ramsey's book
well, I read Dave Ramsey's book Total Money Makeover and constantly read threads here about how great it is to not have any debt, pay everything early, save for your retirement and so on. Well, I have...
16 years ago 2
 
401K + Roth plan and brokerage?
I have a 401K from my employer where the company matches 100% of the first 4% you invest. I am investing 10% at this time since I became eligible about 6 months ago. I also have a 401K in another...
16 years ago 5