Financial Planning

2143 Threads Posts
to

Rolling into an employer plan to postpone RMDs

So we have the owner of a small business - highly compensated (and still working 60-70 hrs a week sometimes!) who has j...
3 comments posted 16yrs
posted by BreadWithSpam
3 comments posted 16yrs posted by BreadWithSpam

Bank or hedge fund?

For those who haven't seen this article, Global Financial Crisis II is forming. http://www.cnbc.com/id/32842099 To me t...
9 comments posted 16yrs
posted by GeorgeCFL
9 comments posted 16yrs posted by GeorgeCFL

Any tips on buying CD's?

Is there any rule of thumb for figuring out what term length CD to buy? I would think longer the better ( > 2 years ),...
2 comments posted 16yrs
posted by mynonsense
2 comments posted 16yrs posted by mynonsense

401k to pay for school?

Hi, I plan on going back to school full time next year, meaning I will quit my job (zero income next year). I am thinki...
6 comments posted 16yrs
posted by fltcpt
6 comments posted 16yrs posted by fltcpt

Checks Taking Long Time to Clear

I recently wrote a check against my credit union for $14,000 to buy a new car. I was amazed to see the check take 2 wee...
2 comments posted 16yrs
posted by unreelistuk
2 comments posted 16yrs posted by unreelistuk

Sherwin-Williams outlook

Dear All, Shifting from macro to an industry level, looking at the business of Sherwin-Williams, it seems to me that th...
3 comments posted 16yrs
posted by GeorgeCFL
3 comments posted 16yrs posted by GeorgeCFL

OASDI

As most of you who follow this group know, I'm in the business - like a lot of other posters here. Also, like a lot of...
6 comments posted 16yrs
posted by gene
6 comments posted 16yrs posted by gene

Financial planning principle

One of the problems I encounter in retirement planning for those in their late-50s is insufficient savings. Many times...
8 comments posted 16yrs
posted by skip5700removethis
8 comments posted 16yrs posted by skip5700removethis

New Initiatives For Retirement savings

In The President's Weekly Speech were a number of new initiatives. One was "we?ll make it possible for employees to put...
5 comments posted 16yrs
posted by JoeTaxpayer
5 comments posted 16yrs posted by JoeTaxpayer

My Credit Union has Low Rating from Bankrate.com

Hi, My credit union has been rated by Bankrate.com as 2 ot of 5 stars, 5 stars being great, 1 star being dismal. Their...
15 comments posted 16yrs
posted by unreelistuk
15 comments posted 16yrs posted by unreelistuk

401(k) and SEP in same year

So my wife is going back to her own business. She left a company where she had a 401(k). If she were to open a SEP IRA...
6 comments posted 16yrs
posted by me
6 comments posted 16yrs posted by me

Distressed Debt Investing

Can anyone recommend a good newsletter that analyzes a few high yield or distressed debt situations each month?
5 comments posted 16yrs
posted by persistentone
5 comments posted 16yrs posted by persistentone

A share funds in wrap account

I am having trouble understanding something. A broker tells a client that an obvious A share fund in a wrap account doe...
1 comments posted 16yrs
posted by skip5700removethis
1 comments posted 16yrs posted by skip5700removethis

the will - wishes vs deeds/title, etc

Having become entangled in the real estate mess of my wife's deceased parents - I was wondering how the "will" vs "deed...
8 comments posted 16yrs
posted by pschuman_no_spam_me
8 comments posted 16yrs posted by pschuman_no_spam_me