Financial Planning

U.S. Trust Companies

Are they legally allowed to invest in foreign stocks and financials? -------------------------------------- Misc.invest...

0 comments posted 18yrs

posted by onoit

0 comments posted 18yrs posted by onoit

Annuities...are they a crap shoot?

My wife has a broker acquaintance that wants her to invest her retirement fund (all of it) in a Pacific Life annuity. T...

31 comments posted 18yrs

posted by vfr44

31 comments posted 18yrs posted by vfr44

FDIC for over $100,000 ??

My credit union tells me my money there is insured for more than $100,000, by FDIC. They say EACH cd is separately insu...

5 comments posted 18yrs

posted by Noveau67

5 comments posted 18yrs posted by Noveau67

Is the stock market a mega Ponzi scheme built on the constant creation of new equity funds?

Is the stock market a mega Ponzi scheme built on the constant creation of new equity funds? When I look at the massive...

2 comments posted 18yrs

posted by vfr44

2 comments posted 18yrs posted by vfr44

total returns over the last 9 years

Today's (Mach 26) Wall Street Journal says the annualized total percentage returns of various asset classes since March...

10 comments posted 18yrs

posted by beliavsky

10 comments posted 18yrs posted by beliavsky

Roth and IRA contributions without earned income?

If I retired in February 2008 and will only gross $5000 total income for the year, can I contribute $6000 to a Roth IRA...

3 comments posted 18yrs

posted by sailor1x

3 comments posted 18yrs posted by sailor1x

The legality of the Bear Stearns "rescue"

An interesting article on the Bear Stearns "rescue": http://www.hussmanfunds.com/wmc/wmc080324.htm "Bear Stearns is tra...

4 comments posted 18yrs

posted by po.ning

4 comments posted 18yrs posted by po.ning

Like kind exchange

Am I correct that I cannot do a "like kind exchange" under the IRS regulations to exchange shares in an S&P 500 mutual f...

9 comments posted 18yrs

posted by no

9 comments posted 18yrs posted by no

choosing ETFs

I have not yet found a tool to help you pick one or more ETFs based on your outlook. I have found "screeners", which it...

3 comments posted 18yrs

posted by rowdy'sboss

3 comments posted 18yrs posted by rowdy'sboss

real estate taxes - re-appraisal

with the housing downturn - I wonder if anyone has gone to their local county and had their taxes lowered based upon a l...

6 comments posted 18yrs

posted by pschuman_no_spam_me

6 comments posted 18yrs posted by pschuman_no_spam_me

medical account - too much vs too little

We have the pre-tax medical dedection signup available each fall. A couple of years back, we projected enough to cover...

3 comments posted 18yrs

posted by pschuman_no_spam_me

3 comments posted 18yrs posted by pschuman_no_spam_me

Stimulus plan income phase-out

I have been under the impression that for married-filing-joint the phase out (for the stimulus plan checks) begins at $...

2 comments posted 18yrs

posted by skip5700removethis

2 comments posted 18yrs posted by skip5700removethis

A Second Berkshire Hathaway ...?

The article below suggests some stocks Buffett might select, if he were starting over. The impressive statistics behind...

3 comments posted 18yrs

posted by GeorgeCFL

3 comments posted 18yrs posted by GeorgeCFL

Pension or 401k

What would you do in this situation? If you were going to retire in eight years, and you had an extra 4800 a year to pu...

7 comments posted 18yrs

posted by iarwain_8

7 comments posted 18yrs posted by iarwain_8

APY on SEP-IRAs

I was considering opening a SEP-IRA with our local SECU, but they show an APY of 3.50%. Most figures I hear about are i...

3 comments posted 18yrs

posted by fearful.asymmetry

3 comments posted 18yrs posted by fearful.asymmetry