Financial Planning

  1. Home
  2. Financial Planning
2143 Threads Posts
to

Quciken versions

I cannot make heads nor tails of exactly what each version of Quicken does and does not do. The "Premier" (investment)...
1 comments posted 12yrs
posted by PicoRico
1 comments posted 12yrs posted by PicoRico

Antifragile

Any one read Nassim Nicholas Taleb's (the Black Swan guy) recent book "Antifagile" Any one want to comment on his premi...
1 comments posted 12yrs
posted by avrum223
1 comments posted 12yrs posted by avrum223

The Seven-Figure Portfolio Fee

Wall Street Journal recently published, in their WSJ.Money magazine, an article titled "The Seven-Figure Portfolio Fee"...
2 comments posted 12yrs
posted by mifp
2 comments posted 12yrs posted by mifp

Incredible Shrinking Management Fee

Two companies mentioned in the article are WiseBanyan https://wisebanyan.com/ Wealthfront https://www.wealthfront.com/....
2 comments posted 12yrs
posted by beliavsky
2 comments posted 12yrs posted by beliavsky

How much property tax can be paid in advance?

In my writing about timing one's deductions to itemize in alternate years, I've suggested pulling in the tax payments f...
0 comments posted 12yrs
posted by JoeTaxpayer
0 comments posted 12yrs posted by JoeTaxpayer

Five Return Limit for Efiling

I spent a few hours putting my 2013 tax info into TaxAct.com, then attempted to efile. Efiling was rejected. The TaxAct...
3 comments posted 12yrs
posted by honda.lioness
3 comments posted 12yrs posted by honda.lioness

fixed income historical data

Is there a bond index of some sort that is to fixed income as the S&P500 is to equities, and for which historical data...
3 comments posted 12yrs
posted by pa
3 comments posted 12yrs posted by pa

Valuing 401k as a Benefit

I'm considering taking a job at a startup which offers zero benefits. I'm trying to assign a value to all the benefits...
8 comments posted 12yrs
posted by woessner
8 comments posted 12yrs posted by woessner

FINRA on 401(k) rollovers to IRAs

FINRA, the Financial Industry Regulatory Authority, is the securities industry's self-reglatory organization. They do t...
0 comments posted 12yrs
posted by mifp
0 comments posted 12yrs posted by mifp

Question

Why was my last post rejected without a reason being given? ======================================= MODERATOR'S COMMENT...
0 comments posted 12yrs
posted by cowartmisc1
0 comments posted 12yrs posted by cowartmisc1

Performance of top-rated Morningstar mutual funds

If you think future outperformance of top-rated Morningstar domestic equity funds will be 0.7% a year, as it was in the...
0 comments posted 12yrs
posted by beliavsky
0 comments posted 12yrs posted by beliavsky

Medicaid Renewal

A New York resident, age 54, has annual income low enough to qualify her for Medicaid, and she has been enrolled in it...
3 comments posted 12yrs
posted by mletterletter
3 comments posted 12yrs posted by mletterletter

IRA 59-1/2 (year or date?)

A number of bits of the tax code reference 'age by end of year.' So the child tax credit is lost if child turns 17 by y...
2 comments posted 12yrs
posted by JoeTaxpayer
2 comments posted 12yrs posted by JoeTaxpayer