Financial Planning

  1. Home
  2. Financial Planning
2143 Threads Posts
to

Google Financial Question ?

Hello, Am in my 70's now, and would be grateful for some help. Years ago, I used Google Financial to at least try to ke...
1 comments posted 13yrs
posted by rgsros
1 comments posted 13yrs posted by rgsros

DIY Real Estate tax appeal - good idea?

I've just recently discovered a small wonder of the Internet - my county's Board of Assessment website. Contains everyt...
3 comments posted 13yrs
posted by passerby
3 comments posted 13yrs posted by passerby

States starting to escheat unannuitized VAs?

I had an interesting conversation with Vanguard today and wanted to pass it along... My mother has a variable annuity w...
11 comments posted 13yrs
posted by rlc-news
11 comments posted 13yrs posted by rlc-news

Stock Screeners sabotoged

Arrgghh, I can't believe a major stock brokerage has been giving me mangled stock screen results. In such a target rich...
0 comments posted 13yrs
posted by dumbstruc
0 comments posted 13yrs posted by dumbstruc

pension plan weasel language?

Should I be alarmed at the following info contained in my former employer's Annual Funding Notice for Retirement Plan?...
1 comments posted 13yrs
posted by sparky
1 comments posted 13yrs posted by sparky

Cash in life insurance policy?

I have an AXA Equitable life insurance policy (modified premium variable whole life) with a face value of $100,000 and...
2 comments posted 13yrs
posted by sandyhb6
2 comments posted 13yrs posted by sandyhb6

Porfolio composition discussion

In light of David's recent post (I am not the poster he was replying to) I figured I'd put up part of my asset class br...
4 comments posted 13yrs
posted by lmechanic
4 comments posted 13yrs posted by lmechanic

Non invest financial plan

Hi Thanks for this group. While this isn't the most logical group to ask about non invest financal plans, can anyone su...
2 comments posted 13yrs
posted by taichi60
2 comments posted 13yrs posted by taichi60

Avoiding stocks that refinance

This may not be plannable, but I wonder how one can avoid stocks that get large price setbacks by kind of refinancing t...
12 comments posted 13yrs
posted by dumbstruc
12 comments posted 13yrs posted by dumbstruc

Lessons from American Greed tv series?

CNBC is desperately trying to create tv series to fill in the time between live market coverage, and I would say Americ...
1 comments posted 13yrs
posted by dumbstruc
1 comments posted 13yrs posted by dumbstruc

REITs, the false nirvana for yield?

Reits are showing great yields and cap gains in this slow recovery with extended low mortgage rates. But what are the p...
3 comments posted 13yrs
posted by dumbstruc
3 comments posted 13yrs posted by dumbstruc

local or big companies for retirement and TOD

Hi, Is there any advantage in using a local retirement agency other than something like Fidelity or T.Rowe Price, when...
0 comments posted 13yrs
posted by itchyneebanshee
0 comments posted 13yrs posted by itchyneebanshee

bond funds and asset allocation

Is there much consensus on what percentage to put in bonds in these strange new days? Yields are so low, and capital lo...
5 comments posted 13yrs
posted by dumbstruc
5 comments posted 13yrs posted by dumbstruc

new credit card surcharge

Apparently in 40 states as of Jan 27 2013, retailers can charge up to a 4% surcharge. I saw that in a credit union news...
4 comments posted 13yrs
posted by dumbstruc
4 comments posted 13yrs posted by dumbstruc