Latest threads in Financial Planningshow only best voted threads
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Slashing personal healthcare costs
Any suggestions for the frugal, esp for those with few med benefits? - Medical: Esp. with the draconian 2014 requirement on having insurance looming, am I correct that residents have to hook up with a...
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12 years ago
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Asset allocation in Retirement
A different view A June 2011 paper published by the Putnam Institute (Putnam Investments) called "Optimal asset allocation in retirement: A downside risk perspective" by W. Van Harlow (Download from...
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12 years ago
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The 4 ETF Starter Portfolio
Seen today on Investopedia: SPY, DBC, TIP and EEB Start with a foundation: SPY = SPDR S&P 500 index Add raw materials: DBC = Powershares DB Commodity Index Tracking Fund Mix in fixed-income: TIP =...
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12 years ago
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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-deferred (401k, Roth) accounts. But according to my calculations, that only makes...
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12 years ago
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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 reflect the cost of that in time. Get-tough measures used in the past to protect...
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12 years ago
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combining classic investment strategies
Is there any reason you shouldn't combine investment strategies? If you consider Value, GARP, Mean Reversion, or Momentum... how about pairing them up? For example, Value or Mean Reversion strategies...
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12 years ago
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Is this working?
Is this group still working? I haven't see any activity for 5 days... Approved: MIFP Approval Key
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12 years ago
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Portfolio backtesting tools
Hi folks. Just curious what, if anything, folks are using to analyze historical performance of portfolios. I've played a little bit with today. It's actually kind of nice for a quick look, but I don't...
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12 years ago
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Retirement Calculations
How can I use PV function in Excel to derive amount needed at the time of retirement? Assume years in retirement 35, Post retirement return 6 pa, Inflation 4 pa, Required income 5000 pm. ps: I know...
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12 years ago
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$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 sitting in cash with our Schwab stock account, and now have a $100k CD maturing. SO -...
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12 years ago
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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 a Roth 401k, just a regular 401k. When I retire, can I rollover/convert my 401k...
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12 years ago
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Mutual Funds obsolete as buggy whips
ETF's are said to have won the war, and mutual funds tossed into the dustbin of history: (don't miss page 2). There will be a short grace period beforerecommending mutual funds becomes a prosecutable...
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12 years ago
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New MIFP Moderator
We are very pleased to announce that David S. Meyers, CFP has agreed to be the new Moderator of The transition period has begun and will formally end with his first post as Moderator. Until then the...
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12 years ago
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Account number encoding
Hmm, wonder if this group is still alive. Maybe can test with a simple question. What kind of non-obvious twists are allowed in encoding account numbers on checks? My checks give a weird variation for...
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12 years ago
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condos - underwater vs payoff
Over the past several years, we have inhereited several "family" real estate properties; each with their own unique set of circumstances, title, etc - We'll skip the complex details, and only address...
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12 years ago
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