Financial Planning

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determine assets at time of death

If someone dies and names one of their offspring The Executor of the Will how do the siblings (and others) named in the...
5 comments posted 18yrs
posted by brian4533
5 comments posted 18yrs posted by brian4533

turn kroners into dollars?

Hello. I'm an American but have recently moved to Norway, and I'm working for a Norwegian company. I know little about...
1 comments posted 18yrs
posted by ragamoffyn
1 comments posted 18yrs posted by ragamoffyn

Looking for anyone with comparable performance...

Hi Everyone, I recently discovered a company that sends out trade signals via email when they make trades in stock and...
6 comments posted 18yrs
posted by ChrisLynn123
6 comments posted 18yrs posted by ChrisLynn123

asset location and municipal bonds

Some people have advised that the bond portion of one's portfolio should be in tax-deferred or tax-free accounts such a...
7 comments posted 18yrs
posted by beliavsky
7 comments posted 18yrs posted by beliavsky

Multiple child savings plan

I have two children very close in age (about a year apart), I would like to set up a flexible way to save for their edu...
1 comments posted 18yrs
posted by daveo78
1 comments posted 18yrs posted by daveo78

American Dream

Listening to NPR's Weekend Edition on Saturday, I heard an interview with a fellow who left college with $25 in his poc...
9 comments posted 18yrs
posted by erichktn
9 comments posted 18yrs posted by erichktn

Suze Orman's "Women and Money" book

I downloaded this book when it was offered for a couple days after Suze was on Oprah. I haven't begun reading it yet an...
13 comments posted 18yrs
posted by sandyhb6
13 comments posted 18yrs posted by sandyhb6

[Forbes] Seven Steps to Saner Savings

My favorite line from this one: "If you make between $50,000 and $200,000, you should memorize the several hundred page...
0 comments posted 18yrs
posted by BreadWithSpam
0 comments posted 18yrs posted by BreadWithSpam

Stashing cash monthly for 1 year

In this environment of lowering interest rates does it make sense to park cash in an international bond fund? I have ro...
9 comments posted 18yrs
posted by trumpet1120
9 comments posted 18yrs posted by trumpet1120

NQ annuity withdrawal

Client age 63 wants to take a one-time partial withdrawal from a non-qualified annuity. The present annuity contract va...
1 comments posted 18yrs
posted by skip5700removethis
1 comments posted 18yrs posted by skip5700removethis

Online Banking

In a article in the WSJ on online banking listed three banks paying higher interest rates. One was Southern Community B...
0 comments posted 18yrs
posted by rpmaci
0 comments posted 18yrs posted by rpmaci

HSA's- some interpretation needed.

Some questions as to how HSA money can be spent. Background: I have an HSA thru work with an HDHP. I sign up for HDHP a...
2 comments posted 18yrs
posted by noreplysoccer
2 comments posted 18yrs posted by noreplysoccer

Employer floating 401K deduction ?

I just started a new 401K at work. The first 401k deduction came out out of my paycheck Friday a few days ago. Checking...
4 comments posted 18yrs
posted by Noveau67
4 comments posted 18yrs posted by Noveau67

E*Trade Woes

It seems that the low-cost brokerage got caught in the sub prime fiasco (when lenders lent to borrowers they knew would...
3 comments posted 18yrs
posted by evandro
3 comments posted 18yrs posted by evandro

interesting way to game social security

Article claims you can withdraw a previous application for social security, pay back 100%, then reapply with updated-ag...
17 comments posted 18yrs
posted by rick303
17 comments posted 18yrs posted by rick303