Financial Planning

Spousal Social Security

A spouse has the retirement choice of using their earnings record (minus any early-retirement reduction) or half of the...

9 comments posted 15yrs

posted by skip5700removethis

9 comments posted 15yrs posted by skip5700removethis

Successes in Financial Planning for the Low Income

I think the following is interesting for anyone who does any kind of support for folks struggling out of low income circ...

1 comments posted 15yrs

posted by honda.lioness

1 comments posted 15yrs posted by honda.lioness

Slashing personal healthcare costs

Any suggestions for the frugal, esp for those with few med benefits? - Medical: Esp. with the draconian 2014 requiremen...

13 comments posted 15yrs

posted by dumbstruc

13 comments posted 15yrs posted by dumbstruc

Asset allocation in Retirement

A different view A June 2011 paper published by the Putnam Institute (Putnam Investments) called "Optimal asset allocat...

7 comments posted 15yrs

posted by avrum223

7 comments posted 15yrs posted by avrum223

The 4 ETF Starter Portfolio

Seen today on Investopedia: http://stocks.investopedia.com/stock-analysis/2011/The-4-ETF-Starter-Portfolio-TIP-EEB-SPY-...

2 comments posted 15yrs

posted by mifp

2 comments posted 15yrs posted by mifp

Stock vs bond investments in 401k vs taxable account

I've read the articles that make the case that it is preferable to put higher dividend/distribution investments in tax-...

0 comments posted 15yrs

posted by bucky3

0 comments posted 15yrs posted by bucky3

Flee multi family housing?

It looks like owning a condo means sharing unpaid debts of many deadbeat neighbors, and I suppose even renting one may...

7 comments posted 15yrs

posted by dumbstruc

7 comments posted 15yrs posted by dumbstruc

combining classic investment strategies

Is there any reason you shouldn't combine investment strategies? If you consider Value, GARP, Mean Reversion, or Moment...

3 comments posted 15yrs

posted by dumbstruc

3 comments posted 15yrs posted by dumbstruc

Is this working?

Is this group still working? I haven't see any activity for 5 days... Approved: MIFP Approval Key

4 comments posted 15yrs

posted by cowartmisc1

4 comments posted 15yrs posted by cowartmisc1

Portfolio backtesting tools

Hi folks. Just curious what, if anything, folks are using to analyze historical performance of portfolios. I've played...

3 comments posted 15yrs

posted by mifp

3 comments posted 15yrs posted by mifp

Retirement Calculations

How can I use PV function in Excel to derive amount needed at the time of retirement? Assume years in retirement 35, Po...

1 comments posted 15yrs

posted by namit.nasih

1 comments posted 15yrs posted by namit.nasih

$100k CD matures - where to put it now

We have all the usual investments spread across the various Vanguard mutual funds. At present, we have about $60k sitti...

6 comments posted 15yrs

posted by ps56k2

6 comments posted 15yrs posted by ps56k2

Converting 401k to Roth IRA

I have a Roth IRA and a 401k (actually it's a 457 because it's with the government but let's just call it a 401k) - not...

13 comments posted 15yrs

posted by iarwain_8

13 comments posted 15yrs posted by iarwain_8

Mutual Funds obsolete as buggy whips

ETF's are said to have won the war, and mutual funds tossed into the dustbin of history: http://www.marketwatch.com/sto...

8 comments posted 15yrs

posted by dumbstruc

8 comments posted 15yrs posted by dumbstruc

New MIFP Moderator

We are very pleased to announce that David S. Meyers, CFP has agreed to be the new Moderator of misc.invest.financial-p...

1 comments posted 15yrs

posted by skip5700removethis

1 comments posted 15yrs posted by skip5700removethis