Financial Planning

2143 Threads Posts
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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 s...
6 comments posted 17yrs
posted by beliavsky
6 comments posted 17yrs posted by beliavsky

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...
13 comments posted 17yrs
posted by Noveau67
13 comments posted 17yrs posted by Noveau67

Madoff

The "Madoff story" is quite detailed by now. A relevant question comes up, which is: in case if you decided to find a m...
30 comments posted 17yrs
posted by ichudov
30 comments posted 17yrs posted by ichudov

IRA distributions not required in 2009 (pending)

This idea of temporarily waiving RMDs to allow the accounts to recover seems to have just passed. The bill is HR 7327 a...
1 comments posted 17yrs
posted by borekfm
1 comments posted 17yrs posted by borekfm

IRA beneficiaries

is it required to provide the SSNs for IRA beneficiaries? I plan to add my nieces and nephews (no kids for me), but I d...
14 comments posted 17yrs
posted by rowdy'sboss
14 comments posted 17yrs posted by rowdy'sboss

ROTH conversions

When the stock market is in the toilet, why don't we hear more recommendations for converting traditional IRA's to Roth...
13 comments posted 17yrs
posted by zxcvbob
13 comments posted 17yrs posted by zxcvbob

FDIC takeover of bank

here is an e-mail I got from my broker regarding one of my brokered CDs. Unlike what I would have expected, the CD rate...
11 comments posted 17yrs
posted by rowdy'sboss
11 comments posted 17yrs posted by rowdy'sboss

Software to Track and Evaluate Portfolios

What are the best options for software that would allow you to track multiple portfolios and also provide guidance abou...
1 comments posted 17yrs
posted by persistentone
1 comments posted 17yrs posted by persistentone

529 plan questions from someone in Alabama

I've been looking into starting a 529 plan for my daughter, but have realized that the state-specific nature of the pla...
5 comments posted 17yrs
posted by dave.harper
5 comments posted 17yrs posted by dave.harper

CFP tutor

Anybody who is aware of a CFP tutor...pl. email me the contact no. of the person concerned on either snipped-for-privacy...
1 comments posted 17yrs
posted by djrish
1 comments posted 17yrs posted by djrish

I need online portfolio tracking.

I have been using Quicken online portfolio for the past several years. It's worked really well. A couple of advantages:...
2 comments posted 17yrs
posted by po.ning
2 comments posted 17yrs posted by po.ning

Model Portfolio of beaten up stocks

A few prior threads have dealt with market price movements in general, and the relative rationality of market pricing i...
18 comments posted 17yrs
posted by GeorgeCFL
18 comments posted 17yrs posted by GeorgeCFL