Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
Professor a Victim of Madoff
I have been reading Fooled by Ponzi (and Madoff): How Bernard Madoff Made Off with My Money by Stephen Greenspan. See Greenspan is a professor who writes for Skeptic Magazine. I am surprised that a...
4
4
 
Schwab Institutional transaction costs
My financial planner has been using Schwab Institutional to hold my accounts and has been using a lot Dimension Fund Advisor mutual funds. Between my wife and I we have eight different accounts and...
5
5
 
Goodbye, 2008
I'm curious about how people here have fared through the past year?? Just in general or percentage terms. Any notable successes or tragic losses? Any direct impacts of the financial mess? Impacts on...
19
19
 
StockCharts.com
Any opinions here about Is it it a worth subscribing to? Are there better/cheaper options? Thanks
15
15
 
Advice?
The problem here is that all these questions are the type of question where you cannot know the answer at the time you need to know the answer in order to take advantage of the knowledge. The best...
119
119
 
How much to withdraw from retirement account?
My mother has to decide what percent she wants to withdraw from her retirement trust by the end of the month. The percent she decides on will be what she gets each month for all of 2009. The account...
9
9
 
Early retirement & penalty for earning wages?
I've been trying to rapidly catch up on retirement info for various reasons lately. It was my impression that of one retired before their "full retirement age" there was an income limit from wages to...
8
8
 
What is stopping banks from modifying loans prior to foreclosure?
We all know that banks are taking huge losses on foreclosed homes. However, I don't understand why they aren't modifying more loans to create either temporary or permanent terms that work for the home...
7
7
 
DIY Resources
Read with interest an earlier thread discussing the relative merits of DIY vs. finding a money manager to help with finances. I'm curious if there is any concensus among the DIYers in this group what...
20
20
 
401(a) vs 403(b) vs 457 (b)
I have 2 questions: 1) At my work we have option to invest in all three of above (401(a), 403(b), and 457 (b)) retirement plans. Employer is contributing a percentage of salar to 401 (a) but I am also...
2
2
 
Mortgage or HELOC and Refinancing
A few years ago I refinanced my mortgage and I ended up with a HELOC for the same value as my mortgage balance, about which I was informed that, for all purposes, it would be equivalent to a new...
2
2
 
Bank Counseling for Consumers?
Can anyone share the latest resources, approaches or solution-oriented stories for those who are upside-down on their homes with little to no equity and have ARMs and/or interest only mortages? Is...
 
Portrait of a White Elephant
Taxpayer has a lovely oil portrait of a White Elephant. Seeing that a local museum is going to be putting on an exhibit featuring animals in the wild, taxpayer offers to donate the portrait to the...
2
2
 
mortgage prepayment
Interest rates on cash are so low that making a year's worth of payments on my mortgage (15 year fixed at 5.5%) makes sense, but I think the way fixed rate mortgages work is that making large payments...
6
6
 
Stable Value Fund Still Stable, so far....
Hi, I've got a lot of money in stable value funds, in 401K's. I'm happy getting 5 % per year. So far, my SV funds have chugged along at 5 % all through the crash and burn of the DOW. I keep hearing...
13
13