Latest threads in Financial Planningshow only best voted threads
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Investment question
I'm about to inherit $100,000.00 . I'm 54 years old and have no savings or any other financial assets. I'd like to pay off my credit cards, my car, auto insurance, student load etc. and be debt free....
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15 years ago
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the government plan - details anyone?
I haven't seen much in the way of details reported. I guess the fundamental question I have is what price will the US be paying for these mortgages and CDOs it will be buying? par value? let's hope...
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15 years ago
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long term care and Medicare
the thread on Proposal for my Mom got me wondering: how does Medicare (not Medicaid) handle long term and/or nursing home care? What effect does the oldster having assets have?...
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15 years ago
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RTC - the final cost
Does anyone know what the final cost of the RTC (Resolution Trust Corp.) was? We heard how many assets it took over, but after selling them off, I wonder what the actual cost to the US was....
1
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15 years ago
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Quick question on a ticker symbol
Quick question on a ticker symbol On CNBC I saw them mention the Dow Jones futures for the "day" prior to the market opening They said the pre opening Dow Jones futures is pointing upwards and i saw a...
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15 years ago
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401k, 403b Questions
My understanding is that 401k and 403b plans are trusteed plans, meaning that the plan assets are kept by an independent trustee (independent from the employer and independent from the Custodian.)...
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15 years ago
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What's The Catch?
Meandering the internet today, I stumbled on an expats' site: reference some attractive interest rates at the Isle Of Man, for example the Anglo Irish Bank, and Kaupthing Singer & Friedlander: So,...
1
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15 years ago
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TIAA-CREF Stability ?
£x?RMÓ0¼ûWÌ .m?'8¬èîV¢µE?Ýä5±ÖñËÚN«ü{ÆIA ?Ü û?/c?Ä{]ó8HJu@e²ÄÀ&X $88?1{É.Js?W?»HL. ØP£µA7â?·ó?Ü ßy¸?ãæþ~ùi¿~...
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15 years ago
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Question about Vanguard
I'm surprised nobody else asked this. Maybe it's just too dumb a question, but what the hell: How does a company like Vanguard or Fidelity compare to Lehman Bros.? I am, of course, concerned about...
9
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15 years ago
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credit risk of a fixed annuity
About 10% of the savings of my parents is in a fixed (CD-like) annuity of a large AAA rated insurance company that will soon mature. On September 5, the agent quoted them a rate of 4.75% to roll that...
7
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15 years ago
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457 Rollover to Roth IRA
I have a 457 plan with my former employer (about $7,000) that I would like to rollover to my existing Vanguard Roth IRA. I am aware that there will be income taxes to pay. But I would rather do that...
2
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15 years ago
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PROPOSAL FOR MY MOM FROM PLANNER - REASONABLE?
Hello! I am hoping folks will take pity on a true financial neophyte who is trying to help out his mom. After many years of inaction, my mom finally met with a financial planner who she hit it off...
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15 years ago
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Financial Advisor Liability
I have recently left my advisor because he invested in riskier issues than I initially asked for. I wanted a conservative account and desired bonds and other safe investments. He juiced up the yield...
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15 years ago
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IRA To Swiss Bank
I have an IRA account that is maturing here shortly. Am I allowed to roll it over into a Swiss bank? Seems unlikely, but I cannot find a prohibition in the few books I have scanned. Carl...
6
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15 years ago
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The Housing Issue
I live in a small town. I can't help but notice there are for sale signs all over the place here, I've never seen so many houses for sale at once. But at the same time, I know someone who has been...
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15 years ago
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