Latest threads in Financial Planningshow only best voted threads
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AP Stress index
See the map at get an idea of areas of the country that are in trouble and thoseareas that are doing well. -- Ron
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14 years ago
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Economic crisis: Some questions & thoughts
I would like to ask some questions on the latest developments about the debt crisis in Greece. We hear that Greece "may default". What does exactly "default" means? Is it failure to pay, is it...
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14 years ago
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What are they smoking?
I have LTD, paid for by me so not taxable, payable for life. I just received a "settlement" offer and I wonder why they bothered. They disclose the source of the interest rate they use to determine...
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14 years ago
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Big Short Book Calls Bond Dealers Shysters?
I thought bonds were safe investments but the Big Short author warns that bond traders are shysters. Only new fangled bonds like CLO/CDO???
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14 years ago
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Tax advice: US citizen residing in foreign country.
I am helping my son do his taxes. He lives in a foreign country with questionable mail service. I am trying to e-file his tax. But there is no way to indicate a different mailing address (our home...
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14 years ago
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What Kind of Advisor
My spouse and I have some fundamental differences in philosophy when it comes to money managment. Basically, he's a spender, I'm a saver. Of course it's a bit more complicated, but you get the idea....
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14 years ago
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Contributing regularly to index funds
Thanks to the advice on this group, I have learned that index funds are the way to go. So I invest my money into Spartan and Vanguard bond index funds. Every few months I buy around $20k worth of...
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14 years ago
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How to buy warehouse space as an investment
I keep hearing that commercial real estate is in bad shape. At the same time, valuations of stocks are up 70% and I would like to diversify my investments a little bit, as I am mostly invested in...
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14 years ago
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HSAs and Health Reform
I have an HSA, the bulk of which consists of contributions from my employer (pre-tax, I believe). My plan has been not to spend this money if I can help it, and wait to use it until I am retired. Sort...
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14 years ago
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Fidelity - requesting customer profile info
We have accounts with Schwab, Fidelity, TRowe, & Vanguard for decades... Just recently we received mailings from Fidelity - no one else - requesting Customer Profile information... indicating that the...
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14 years ago
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tax document hall of shame
How about highlighting especially bad practices by information providers about taxes? For instance if you hold Powershares etfs within Etrade, you might as well just shoot yourself. Etrade: To find...
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14 years ago
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payoff mort vs IRS deduction
I know this topic comes up every so often, and I've read thru the previous threads, but as I was filling out TurboTax I could easily play the game with the payoff. Here's the set of basic numbers from...
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14 years ago
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how to deal with K-1 in TurboTax?
I traded an ETF in 2009 and received a K-1 Form 1065. The gain on those shares was also reported through my brokerage statement (which I downloaded into turbotax directly from the brokerage site). So,...
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14 years ago
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Do rich people need health insurance?
I have been considering, idly, possibilities of early retirement after another decade or so, purely for entertainment reasons of course, for a hypothetical guy at 48 or so who has several (say 3-4)...
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14 years ago
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Fidelity IRA funds for 2010
ok, it's that time of year - We have our IRA's at Fidelity, and can't really decide which funds get the $6k for this year ? We can't decide to go newly conservative, or stay with the growth - SE Asia...
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14 years ago
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