Financial Planning

Trust Book Suggestion Explaining Options For A Trust For Grandson ?

Hello, Am pushing 80 now, and have a 4 yr old Grandson. Sure helps in keeping one young ! Am thinking that I would like...

2 comments posted 11yrs

posted by rgsros

2 comments posted 11yrs posted by rgsros

The Rise of the Robo-Advisors

>From Feedback, as always, very much welcome. --David Financial Planning versus the Robo-Advisors Posted by David on Oc...

0 comments posted 11yrs

posted by mifp

0 comments posted 11yrs posted by mifp

Asset Placement into Various Account Types

I want to establish the following asset allocation: 15% domestic large cap stock etf 15% domestic small cap stock etf 1...

3 comments posted 11yrs

posted by dave_and_darla

3 comments posted 11yrs posted by dave_and_darla

FDIC and NCUA insurance limits for trust accounts

A living trust document specifies 15 beneficiaries, with a first group of three beneficiaries getting a specific distri...

2 comments posted 11yrs

posted by PicoRico

2 comments posted 11yrs posted by PicoRico

How quickly should capital gains be realized in a taxable account?

Suppose one has $300,000 in taxable gains consisting of stock held a long time. Realizing the entire $300,000 would res...

9 comments posted 11yrs

posted by ronpeterson1

9 comments posted 11yrs posted by ronpeterson1

More than you wanted to know about non-transparent ETFs

A very informative article on non-transparent ETF. (Not that I personally see the point of them)....

0 comments posted 12yrs

posted by rlc-news

0 comments posted 12yrs posted by rlc-news

Retirement spending and happiness

Fidelity at https://www.fidelity.com/viewpoints/retirement/what-to-spend-in-retirement says, "Our rule of thumb is that...

0 comments posted 12yrs

posted by beliavsky

0 comments posted 12yrs posted by beliavsky

UTG, Closed End Funds, and Leverage

Over the last several months from time to time I have read of certain income oriented investors buying some of the "uti...

4 comments posted 12yrs

posted by honda.lioness

4 comments posted 12yrs posted by honda.lioness

margin account and association with Form 1099-DIV

Have a has a margin account with Investit Investment Company. The stocks and bonds in the account earned dividends and...

2 comments posted 12yrs

posted by iramigut

2 comments posted 12yrs posted by iramigut

Want to lease mineral rights to an oil company

I own mineral rights in SW OK and want to find oil companies interested in them. How do I do this.

1 comments posted 12yrs

posted by Deb

1 comments posted 12yrs posted by Deb

Irrevocable Trust for "Small" Estate?

A friend has about $1.6 million in assets. He is about 61-years-old. After his death and his wife's death, the friend h...

7 comments posted 12yrs

posted by honda.lioness

7 comments posted 12yrs posted by honda.lioness

can you roll over the non-invested portion into a new 401k

can you roll over the non-invested portion of your 401k to your new 401k

0 comments posted 12yrs

posted by barbara

0 comments posted 12yrs posted by barbara

buying family home with no down payment.

she has bought me a mobile home which I pay all the costs and have a "life estate". This has cost her excellent credit...

0 comments posted 12yrs

posted by sunnysunshine

0 comments posted 12yrs posted by sunnysunshine

Why is there a point to munis?

Why is there any point to munis? By that I mean, why aren't yields driven down to be equal to the after-tax yields of t...

4 comments posted 12yrs

posted by rlc-news

4 comments posted 12yrs posted by rlc-news

Media coverage of mutual fund holdings as a driver of flows

According to this new paper, people invest in funds whose profitable holdings have been mentioned in the media. This do...

0 comments posted 12yrs

posted by beliavsky

0 comments posted 12yrs posted by beliavsky