Financial Planning

Solo 401k Employer Contribution

Question 1: I have a single member LLC, taxed as an S Corp. I have a Solo 401k established in which case I can max out...

7 comments posted 18yrs

posted by fliplewis

7 comments posted 18yrs posted by fliplewis

Money Markets and CD's

Given the current economic climate, what are the general feelings regarding investing in Money Markets and CD's? I know...

5 comments posted 18yrs

posted by cinerama

5 comments posted 18yrs posted by cinerama

Too much inherited money - how to tax shelter in the USA?

Hello, My father died recently, and left our family a surprising amount of money. We lived poorly all our lives, and kn...

8 comments posted 18yrs

posted by photoguy_222

8 comments posted 18yrs posted by photoguy_222

Seeking Information

Hi all, Can anyone send me the URL of an online stock market simulation site? I would like to find a site or sites that...

2 comments posted 18yrs

posted by mellis5248

2 comments posted 18yrs posted by mellis5248

Paying down principal on interest-only mortgage

A couple of questons on the fundamentals of interest only mortgages. 1. If I decide to make lump sum payments every mon...

2 comments posted 18yrs

posted by jw

2 comments posted 18yrs posted by jw

Refinancing - can I do qualify? Any advice?

I bought a home last year in July (2007). I closed the week the first big news of the mortgage problems started arising...

2 comments posted 18yrs

posted by justin

2 comments posted 18yrs posted by justin

$12k gifts - cash vs 529 acct

thinking about our grandparents yearly "gift" of $12k....to lessen their estate holdings... Comments on whether it's be...

9 comments posted 18yrs

posted by pschuman_no_spam_me

9 comments posted 18yrs posted by pschuman_no_spam_me

mortgage rates are going in the opposite direction

I almost locked in a low rate 8 days ago for refinancing my mortgage (7/1 ARM). But I chose to wait for even lower rate...

10 comments posted 18yrs

posted by sridhara

10 comments posted 18yrs posted by sridhara

Interesting article on SS "file and suspend" strategy

http://preview.tinyurl.com/2wcubk Original at: http://www.boston.com/business/personalfinance/articles/2008/01/30/a_lit...

2 comments posted 18yrs

posted by rlc-news

2 comments posted 18yrs posted by rlc-news

Mortgage Pre-Qualification Question

In the coming months, I plan to sell my home and move to another state. My home will soon be put on the market, and I'l...

3 comments posted 18yrs

posted by BRH

3 comments posted 18yrs posted by BRH

Roth IRA contributions after retirement

My husband and I are both retired, ages 62 & 61. We have pensions and will be getting SS. No debts. We also have conser...

1 comments posted 18yrs

posted by sandyhb6

1 comments posted 18yrs posted by sandyhb6

How do mutual funds give you the exact Ending NAV of the day?

Just wondering: When I place an order to invest 10K in a mutual fund today, I get today's closing price as my purchase...

6 comments posted 18yrs

posted by jay6447

6 comments posted 18yrs posted by jay6447

Zvi Bodie's asset allocation

The recent thread on retirement allocation theory (not that that's such an unusual topic here) made me take notice when...

51 comments posted 18yrs

posted by wtrice

51 comments posted 18yrs posted by wtrice

Term Life Insurance Coverage

In the past, I have read that you should use the following formula as a guideline to determine how much term life insur...

7 comments posted 18yrs

posted by hh_online

7 comments posted 18yrs posted by hh_online

Cash in while LTCG rates are at historic lows?

So, what are you advisors telling clients with significant unrealized long-term capital gains? Are you telling them to...

56 comments posted 18yrs

posted by rlc-news

56 comments posted 18yrs posted by rlc-news