Financial Planning

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Help a dunce with real estate

I am a real dunce when it comes to real estate. I mean, I seem to understand nothing. How much should one spend on main...
56 comments posted 16yrs
posted by GeorgeCFL
56 comments posted 16yrs posted by GeorgeCFL

New Financial Reform Law

Does anyone have a sense of what (if any) new regulations will be placed on financial planners?
8 comments posted 16yrs
posted by skip5700removethis
8 comments posted 16yrs posted by skip5700removethis

529 successor issues

There is a Fidelity 529 plan setup for our son by his grandmother - wife's mother - My wife is listed as the Successor...
0 comments posted 16yrs
posted by pschuman_no_spam_me
0 comments posted 16yrs posted by pschuman_no_spam_me

IRA that allows individual stocks

Hi I'm planing to rollover my 401k accounts to IRA. Looking for financial institutions that offer IRAs that allow tradin...
10 comments posted 16yrs
posted by spam+lisp_dot_linux
10 comments posted 16yrs posted by spam+lisp_dot_linux

retirement plan for a partnership

Just looking for some feedback: Simple partnership, no non-partner employees. Income, etc all passed to partners via K-...
7 comments posted 16yrs
posted by BreadWithSpam
7 comments posted 16yrs posted by BreadWithSpam

Investment strategies for an ultra frugal person?

I'm in my early 30s, unmarried and live an extremely frugal life. I basically save 90% of my paycheck and my net worth...
10 comments posted 16yrs
posted by homersimpson085
10 comments posted 16yrs posted by homersimpson085

Any funds tied to US GDP growth?

Is there any index fund that is tied to the US GDP growth? It seems to me that most index funds basically consist of st...
2 comments posted 16yrs
posted by homersimpson085
2 comments posted 16yrs posted by homersimpson085

Trusts as IRA Beneficiaries

I would like to name two grandchildren as IRA beneficiaries but there are issues. The first is a 17 year old special ne...
7 comments posted 16yrs
posted by franksplace2
7 comments posted 16yrs posted by franksplace2

Fund Portfolio too aggressive?

My friend is retired and has their money managed by a bank. In May a lot of money was lost. I wonder if the money is be...
18 comments posted 16yrs
posted by ahorsefly
18 comments posted 16yrs posted by ahorsefly

Cadbury Shares now Kraft shares Query

I have received the first dividend from Kraft and only received 25% of the dividend value due to exchange rate and char...
2 comments posted 16yrs
posted by Darrach
2 comments posted 16yrs posted by Darrach

Basis step up for 2010

I apologize for being too lazy to look this up. Since there is no federal estate tax for decedents passing in 2010, does...
1 comments posted 16yrs
posted by skip5700removethis
1 comments posted 16yrs posted by skip5700removethis

Portfolio Optimization Software

I'm thinking of putting together a portfolio of about 10 ETFs, and I'd like to try Mean-Variance Optimization to establ...
1 comments posted 16yrs
posted by dave_and_darla
1 comments posted 16yrs posted by dave_and_darla