Financial Planning

Fidelity Roths for kids

With inheritance money, I started small Roth-IRAs for my 2 young-adult children. They are with Fidelity and are current...

5 comments posted 18yrs

posted by sandyhb6

5 comments posted 18yrs posted by sandyhb6

IRA and Rollover IRA

Hello All, I have a taxable account with Vangaurd with diversified portfolio of index funds. Now I want to open an roth...

6 comments posted 18yrs

posted by learnfpga

6 comments posted 18yrs posted by learnfpga

Mortgage or Equity loan from home own outright

Hi, The current mortgage balance for my house is only 5000, so it will be paid off in a few months. (I'm also consideri...

18 comments posted 18yrs

posted by liuhengyi

18 comments posted 18yrs posted by liuhengyi

Finding info on bank's subprime exposure?

I would to know as much as I can on BAC subprime exposure. The 6% dividend looks good but I'm worried about their abili...

8 comments posted 18yrs

posted by otf70

8 comments posted 18yrs posted by otf70

When to Refi?

Before I go any further, I have to come clean. I fully realize that I'm about to ask how to time the market. But surely...

2 comments posted 18yrs

posted by woessner

2 comments posted 18yrs posted by woessner

How many "extra" percent must be added to 4% for (very) early retirement?

Is there a rule, how many percent must be added for every year of earlier retirement to a withdrawal rate determined fo...

3 comments posted 18yrs

posted by tiger

3 comments posted 18yrs posted by tiger

TV investment shows

Is it a big waste of time to watch TV shows like Susie Ormand, Cramer and Fast Money? How good is the advice/info they g...

31 comments posted 18yrs

posted by sandyhb6

31 comments posted 18yrs posted by sandyhb6

Any reason to roll a 401k into a separate IRA account?

Hi all. When I left my last job, I rolled my 401k into an IRA. If I were to leave my current job, is there any reason no...

34 comments posted 18yrs

posted by joe.weinstein

34 comments posted 18yrs posted by joe.weinstein

momentum in stock returns

When people discuss stock-picking strategies here, usually they talk about value investing. I think momentum should als...

10 comments posted 18yrs

posted by beliavsky

10 comments posted 18yrs posted by beliavsky

Rollover from 403b to Roth IRA

I am considering rolling over a small amount of money (20K) from my previous employer's 403b plan to a Roth IRA. My und...

2 comments posted 18yrs

posted by marirathburn

2 comments posted 18yrs posted by marirathburn

Annuity Help

Many people today are looking for annuity help. The biggest challenge seems to be that most of the help is biased. What...

0 comments posted 18yrs

posted by smss2007

0 comments posted 18yrs posted by smss2007

The Intelligent Saver - Do You "save too much" - Concept of 6-30

I have carefully studied the posts in this group. Some topics and answers concern to aspects as "is it possible to save...

8 comments posted 18yrs

posted by tiger

8 comments posted 18yrs posted by tiger

Short sale?

I live in the Inland Empire area of southern CA, which is notorious for being a typical example of the excess and bust...

14 comments posted 18yrs

posted by red_bowfire

14 comments posted 18yrs posted by red_bowfire

can someone explain function of a retirement calculator

one financial blog mentioned the excel spreadsheets at analyzenow.com the third(3) link is for an excel file for ..How...

2 comments posted 18yrs

posted by a

2 comments posted 18yrs posted by a

LTC: Confused about terminology

I am confused about terminology related to what I call (but might not be) "long-term care". Using the right terminology...

6 comments posted 18yrs

posted by curiousgeorge408

6 comments posted 18yrs posted by curiousgeorge408