Financial Planning

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mortgage - payoff vs deductions

I've been re-reading the subject of paying off our mortage vs the deduction that it generates. SO.... here are the real...
27 comments posted 16yrs
posted by pschuman_no_spam_me
27 comments posted 16yrs posted by pschuman_no_spam_me

Housing land values by community

http://www.lincolninst.edu/subcenters/land-values/metro-area-land-prices.aspis an Excel spreadsheet that gives house an...
1 comments posted 16yrs
posted by ron
1 comments posted 16yrs posted by ron

Evaluate letter of wishes for our trust

We are creating a living trust to benefit our two young children in case if we die. Wanted to get some feedback on the...
8 comments posted 16yrs
posted by ichudov
8 comments posted 16yrs posted by ichudov

How to sell bond fund shares?

Two years ago I opened an account with sharebuilder.com since they were offering a promotion with free airline mile bon...
11 comments posted 16yrs
posted by mynonsense
11 comments posted 16yrs posted by mynonsense

How to move my 401k to index funds?

I have a typical 401k which I have all invested in their "conservative model portfolio". How do I go about moving it al...
11 comments posted 16yrs
posted by mynonsense
11 comments posted 16yrs posted by mynonsense

Master Limited Partnerships

I am beginning to see more and more of these being offered to investors and would like to see some of your thoughts on...
16 comments posted 17yrs
posted by skip5700removethis
16 comments posted 17yrs posted by skip5700removethis

opening account for niece..advice

a while ago i opened an iowa state 529 for a niece. from what i recall all 529s are not at all equal and iowa was a goo...
10 comments posted 17yrs
posted by cporro
10 comments posted 17yrs posted by cporro

What's the best online investment research tool?

I want to follow Graham advice and find stocks that have 1. Price / Avg earning of last 7 years =< 25 2. Price / Avg ea...
4 comments posted 17yrs
posted by easebus
4 comments posted 17yrs posted by easebus

Best Strategy for Getting Good Bond Prices?

FINRA shows intra-day trade data for different CUSIPs, marking each trade as reported by the seller, the buyer, or deal...
2 comments posted 17yrs
posted by persistentone
2 comments posted 17yrs posted by persistentone

Where can I get S&P 500 history?

In order to monitor my investments weekly, I'd like to get S&P500 closing numbers for each week, going back about a yea...
2 comments posted 17yrs
posted by gary_w1
2 comments posted 17yrs posted by gary_w1

Introducing myself

Hello there. I'm a cuban-born guy living in Sweden. Last year I attended an event called Wealth Mastery conducted by An...
3 comments posted 17yrs
posted by estanislao.chapel
3 comments posted 17yrs posted by estanislao.chapel

annuities exposure to lawsuits?

How exposed are annuities to lawsuits as opposed to savings? I don't suppose they have explicit legal protection such a...
2 comments posted 17yrs
posted by dumbstruc
2 comments posted 17yrs posted by dumbstruc

Roth IRAs may be taxed in the future (NYT article)

Converting an I.R.A. Into a Roth? How?s Your Crystal Ball? New York Times | July 18, 2009 | Ron Lieber http://www.nytim...
28 comments posted 17yrs
posted by beliavsky
28 comments posted 17yrs posted by beliavsky

Selling puts

I've heard that about 70% of all puts and calls expire worthless. I'm considering an approach of selling out-of-the-mon...
11 comments posted 17yrs
posted by Diogenes
11 comments posted 17yrs posted by Diogenes