Financial Planning

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Retirement! Now What Happens?

For years you've lived in that sprawling house where you raised your children . . . it's home. But now you don't need a...
2 comments posted 18yrs
posted by bs866806
2 comments posted 18yrs posted by bs866806

What to invest in during a recession?

Assuming the US economy does dive into a recession, then what investments are good? For people who saved during the boo...
5 comments posted 18yrs
posted by oprah.chopra
5 comments posted 18yrs posted by oprah.chopra

RMD question

On my first withdrawal by Dec 07 to Mar 08 do I figure my IRA total as of end of Dec 06?
1 comments posted 18yrs
posted by otf70
1 comments posted 18yrs posted by otf70

Thoughts on Roth 401k

My current employer offers Roth 401k in addition to the regular 401k. I had read about Roth 401k before and I think tha...
5 comments posted 18yrs
posted by evandro
5 comments posted 18yrs posted by evandro

Making stocks into a fund.

Can anyone explain how these Stock Fund Companies (like Vanguard and Fidelity) create a fund from a group of stocks? I...
0 comments posted 18yrs
posted by EdVanords
0 comments posted 18yrs posted by EdVanords

How do they determine the price and its changes?

Say you are an employee of a company like Publix , a privately owned company. You are given shares of company stock as...
2 comments posted 18yrs
posted by otf70
2 comments posted 18yrs posted by otf70

Term Life Insurance in later years

Sort of a follow-up question to Augustine`s: I`m thinking of getting a 20-year term life insurance policy at age 45. My...
6 comments posted 18yrs
posted by jalanthomas
6 comments posted 18yrs posted by jalanthomas

savings bonds purchasing limits

Anyone know why the limit for I/EE bonds was lowered from 30K/yr to 5K/yr? I was surprised to find that out while readin...
6 comments posted 18yrs
posted by ghanwani
6 comments posted 18yrs posted by ghanwani

tricky tax treatment of certain etf's or funds?

What types of etf's or mutual funds might have unexpected complications in how they are taxed, besides the usual cap ga...
1 comments posted 18yrs
posted by dumbstruc
1 comments posted 18yrs posted by dumbstruc

401k & FDIC & SPIC

What to do when one's savings in an 401k plan are over the FDIC protection limit of $100k? Some brokerage firms add SPI...
2 comments posted 18yrs
posted by evandro
2 comments posted 18yrs posted by evandro

Life Insurance Options

It seems to me that whenever a company offers its employees life- insurance policies, the price is really hard to beat....
12 comments posted 18yrs
posted by evandro
12 comments posted 18yrs posted by evandro

Mortgage or HELOC

Some years ago, my mortgage lender contact me about refinancing my home at zero cost. The rate wasn't the best, but goo...
4 comments posted 18yrs
posted by evandro
4 comments posted 18yrs posted by evandro

oil stocks-recession

if there is a recession/depression--How to oil stocks do? people still have to drive cars etc.
7 comments posted 18yrs
posted by mbalar
7 comments posted 18yrs posted by mbalar

Wash sale?

snipped-for-privacy@webtv.net (Jim L.) I intend to sell MGSEX at a loss and buy NAESX to replace it. (MGSEX is a small-...
5 comments posted 18yrs
posted by JimLouis
5 comments posted 18yrs posted by JimLouis