Financial Planning

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Foreign Citizenship And Social Security

Hi, If you become a citizen of a another country does it affect your Social Security, Medicare, or other retirement bene...
5 comments posted 16yrs
posted by abbybrown
5 comments posted 16yrs posted by abbybrown

Estimates health care costs for 66% of retirees

No recomendaions as to companies nor estimates, but here are some ballpark numbers to give some data. The study was don...
3 comments posted 16yrs
posted by GeorgeCFL
3 comments posted 16yrs posted by GeorgeCFL

AP Stress index

See the map at http://hosted.ap.org/specials/interactives/_national/stress_index/to get an idea of areas of the country...
0 comments posted 16yrs
posted by ron
0 comments posted 16yrs posted by ron

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...
4 comments posted 16yrs
posted by gpadu99
4 comments posted 16yrs posted by gpadu99

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...
12 comments posted 16yrs
posted by ronrosenfeld
12 comments posted 16yrs posted by ronrosenfeld

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 bo...
0 comments posted 16yrs
posted by yadda
0 comments posted 16yrs posted by yadda

What Kind of Advisor

My spouse and I have some fundamental differences in philosophy when it comes to money managment. Basically, he's a spe...
11 comments posted 16yrs
posted by bt
11 comments posted 16yrs posted by bt

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 Sparta...
4 comments posted 16yrs
posted by homersimpson085
4 comments posted 16yrs posted by homersimpson085

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 wou...
11 comments posted 16yrs
posted by ichudov
11 comments posted 16yrs posted by ichudov

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...
2 comments posted 16yrs
posted by iarwain_8
2 comments posted 16yrs posted by iarwain_8

Fidelity - requesting customer profile info

We have accounts with Schwab, Fidelity, TRowe, & Vanguard for decades... Just recently we received mailings from Fideli...
12 comments posted 16yrs
posted by pschuman_no_spam_me
12 comments posted 16yrs posted by pschuman_no_spam_me

tax document hall of shame

How about highlighting especially bad practices by information providers about taxes? For instance if you hold Powersha...
4 comments posted 16yrs
posted by dumbstruc
4 comments posted 16yrs posted by dumbstruc

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...
15 comments posted 16yrs
posted by pschuman_no_spam_me
15 comments posted 16yrs posted by pschuman_no_spam_me

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 s...
0 comments posted 16yrs
posted by ghanwani
0 comments posted 16yrs posted by ghanwani