Financial Planning

When Your Broker Tries to Sell You on a Complicated Mathematical Model for Investing...

... hear the words of Paul Volker, quoted the other day in the Wall Street Journal: "The market was being run by mathem...

8 comments posted 18yrs

posted by honda.lioness

8 comments posted 18yrs posted by honda.lioness

Mortgage prepayment question

Hello, I have a question regarding early payoff of mortgages, and the payments. If I have a mortgage (110k) and monthly...

14 comments posted 18yrs

posted by mike

14 comments posted 18yrs posted by mike

any protection for 401k monies?

90% of our savings is in a 401k. A very large portion is in the "John Hancock Fixed Income Fund". Is there any protecti...

12 comments posted 18yrs

posted by googlemail2003

12 comments posted 18yrs posted by googlemail2003

IRA rothIRA question

Here is my situation..... I am 30 yrs old married and file my returns jointly. I had 401K through my employer in 2007 b...

3 comments posted 18yrs

posted by learnfpga

3 comments posted 18yrs posted by learnfpga

Tax Reduction Strategies for US Savings Bonds

I purchased some US Savings Bond years ago for my daughter's college education. She is less than 2 years away from coll...

4 comments posted 18yrs

posted by westwood1308-google

4 comments posted 18yrs posted by westwood1308-google

Finding out fund's fees and taxes

I decided I am going to have my 401k to be rolled over into an IRA account. Both of these accounts will be with Fidelit...

3 comments posted 18yrs

posted by marckassay

3 comments posted 18yrs posted by marckassay

Dividend info?

Where is a good place to check the ability of a company to continue paying its dividend? ------------------------------...

7 comments posted 18yrs

posted by otf70

7 comments posted 18yrs posted by otf70

401k and IRA question.

Hello, I have invested in my first 401k for one month (January 2008) before getting laid off. Good start for retirement...

21 comments posted 18yrs

posted by marckassay

21 comments posted 18yrs posted by marckassay

Security freeze on credit reports

For someone who doesn't plan to open any more credit accounts and who is concerned about identity theft, are there any...

4 comments posted 18yrs

posted by skip5700removethis

4 comments posted 18yrs posted by skip5700removethis

CD Maturing - Where To Move?

I have a $12k cd that is maturing, and the new rate is not going to be as attractive as what I enjoy now. Looking aroun...

4 comments posted 18yrs

posted by badinage

4 comments posted 18yrs posted by badinage

mortgage

I am planning to take 7 yr ARM mortgage (conforming: similar to 30yr fixed for the first 7yr years). I think I am not g...

2 comments posted 18yrs

posted by chilangopolaco

2 comments posted 18yrs posted by chilangopolaco

Pre-tax 529?

I have not heard of a pre-tax 529. Today, while looking at an employer's overall benefit plan, a pre-tax arrangement wa...

7 comments posted 18yrs

posted by skip5700removethis

7 comments posted 18yrs posted by skip5700removethis

Rebalance 401k Investments?

The administrators of my 401k plan recommend frequent rebalancing (equalizing all balances) of my chosen investments. T...

17 comments posted 18yrs

posted by TonySivori

17 comments posted 18yrs posted by TonySivori

Rollover old 401k or not?

I still have a 401k from a company I left 13 years ago. I like the funds offered, and have not felt inclined to roll it...

9 comments posted 18yrs

posted by n2ah

9 comments posted 18yrs posted by n2ah

Now that the recession is here, what now?

Every circumstance brings new opportunities. Now that we are probably in a recession how do we take advantage of it? I...

4 comments posted 18yrs

posted by otf70

4 comments posted 18yrs posted by otf70