Financial Planning

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bank exposure to real estate loans

wonder what the impact to consumers will be when the full impact on banks lending habits is digested as banks apparentl...
5 comments posted 19yrs
posted by tjan
5 comments posted 19yrs posted by tjan

Which are the best discount brokers?

Which are the best discount brokers in members' opinions? Not merely that the online trades should be cheap - $11 or un...
9 comments posted 19yrs
posted by Hauslohn
9 comments posted 19yrs posted by Hauslohn

More info on Piggybacking

I just thought I'd put in my two-cents about Piggybacking on Credit Scores. I have been in the mortgage and credit indu...
3 comments posted 19yrs
posted by smartloanstart
3 comments posted 19yrs posted by smartloanstart

Wiki CFA - CFA encyclopedia online

If anyone here has CFA or is preparing for CFA, I thought you would be interested in contributing to www.wikicfa.com. I...
0 comments posted 19yrs
posted by zorian
0 comments posted 19yrs posted by zorian

taxable vs. tax-exempt in a roth ira

just double checking but isn't it correct that if one has funds in a vanguard taxable money-market (ie. VMMXX) fund in...
7 comments posted 19yrs
posted by pe
7 comments posted 19yrs posted by pe

401k and lump sum pension IRA's

Hi, I am retiring next week and hope you can help with apparently a stupid question. Is it true that I cannot roll over...
11 comments posted 19yrs
posted by hobnobre
11 comments posted 19yrs posted by hobnobre

Roth vs. Traditional Drawdown

Hypothetical situation: Husband and wife retire at age 59.5 and their retirement assets are equally split between Roth...
3 comments posted 19yrs
posted by woessner
3 comments posted 19yrs posted by woessner

If the Euro continues to gain

..against the US Dollar, why is this not a good thing? I understand that from a small individual financial planning poi...
3 comments posted 19yrs
posted by jim
3 comments posted 19yrs posted by jim

Portfolio Mix for an 85 year old woman

What %, if any, should a million dollar portfolio of an 85 year old lady contain of: Income Trusts? IPO's? Segregated o...
11 comments posted 19yrs
posted by jsbs
11 comments posted 19yrs posted by jsbs

Fidelity Versus Schwab?

Hi all, I'm looking for some advice. I'm looking to start up an IRA and it seems that the #1 and #2 for online brokers...
16 comments posted 19yrs
posted by cineman74
16 comments posted 19yrs posted by cineman74

can i use a target fund play catchy up?

I'm a latecomer to the retirement savings world. 43, recently married, new kid. I've got 10,000 in a 401-k with vanguar...
3 comments posted 19yrs
posted by scottnunn
3 comments posted 19yrs posted by scottnunn

401K Plan Conversion - What Should I Do?

I have a 401K plan that's worth about $6,000 from my ex-employer and the money is spread among 3 mutual funds. The plan...
2 comments posted 19yrs
posted by r123k123
2 comments posted 19yrs posted by r123k123

Credit Card Question

Hi all, I've been riding on 0% introductory card rates for a few years, canceling my accounts as the intro rates expire...
4 comments posted 19yrs
posted by roger
4 comments posted 19yrs posted by roger