Financial Planning

Discussion on planning your personal finances.

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  1. dumbstruck

    Only silver plan rebates OOP, unaffordable care act

    dumbstruck, Dec 1, 2014
    Replies:
    1
    Views:
    2,720
    dumbstruck
    Dec 4, 2014
  2. Bob

    Trust Book Suggestion Explaining Options For A Trust For Grandson?

    Bob, Nov 3, 2014
    Replies:
    2
    Views:
    2,710
    Bob
    Nov 7, 2014
  3. Dave

    Asset Placement into Various Account Types

    Dave, Oct 31, 2014
    Replies:
    3
    Views:
    2,599
    Beliavsky
    Nov 4, 2014
  4. Pico Rico

    FDIC and NCUA insurance limits for trust accounts

    Pico Rico, Sep 1, 2014
    Replies:
    2
    Views:
    2,569
    Pico Rico
    Sep 28, 2014
  5. honda.lioness@gmail.com

    Irrevocable Trust for "Small" Estate?

    honda.lioness@gmail.com, Jun 4, 2014
    Replies:
    7
    Views:
    2,833
    Beliavsky
    Sep 4, 2014
  6. Ron Peterson

    How quickly should capital gains be realized in a taxable account?

    Ron Peterson, Aug 29, 2014
    Replies:
    9
    Views:
    2,543
    David S. Meyers, CFP(R)
    Sep 3, 2014
  7. dumbstruck

    Proven: best to increase stock allocation into retirement

    dumbstruck, May 5, 2014
    Replies:
    5
    Views:
    2,713
    dumbstruck
    Aug 5, 2014
  8. DanielleOM

    Obamacare Premium Tax Credit - Capital Gains - Losses

    DanielleOM, Jul 9, 2014
    Replies:
    6
    Views:
    3,991
    Tad Borek
    Jul 11, 2014
  9. honda.lioness@gmail.com

    UTG, Closed End Funds, and Leverage

    honda.lioness@gmail.com, Jun 18, 2014
    Replies:
    4
    Views:
    2,715
    honda.lioness@gmail.com
    Jun 26, 2014
  10. iramigut@gmail.com

    margin account and association with Form 1099-DIV

    iramigut@gmail.com, Jun 14, 2014
    Replies:
    2
    Views:
    2,418
    Pico Rico
    Jun 19, 2014
  11. Deb

    Want to lease mineral rights to an oil company

    Deb, Jun 14, 2014
    Replies:
    1
    Views:
    2,396
    Rubaiyat of Omar Bradley
    Jun 15, 2014
  12. barbara

    can you roll over the non-invested portion into a new 401k

    barbara, May 31, 2014
    Replies:
    0
    Views:
    2,412
    barbara
    May 31, 2014
  13. sunnysunshine

    buying family home with no down payment.

    sunnysunshine, May 30, 2014
    Replies:
    0
    Views:
    2,399
    sunnysunshine
    May 30, 2014
  14. Rich Carreiro

    Why is there a point to munis?

    Rich Carreiro, May 21, 2014
    Replies:
    4
    Views:
    2,576
    Beliavsky
    May 29, 2014
  15. dumbstruck

    new credit card surcharge

    dumbstruck, Apr 4, 2013
    Replies:
    4
    Views:
    2,926
    Pico Rico
    May 27, 2014
  16. Beliavsky

    Media coverage of mutual fund holdings as a driver of flows

    Beliavsky, May 20, 2014
    Replies:
    0
    Views:
    2,319
    Beliavsky
    May 20, 2014
  17. DanielleOM

    Obamacare Cliff & Roth Conversion

    DanielleOM, May 20, 2014
    Replies:
    0
    Views:
    2,427
    DanielleOM
    May 20, 2014
  18. Avrum Lapin

    Antifragile

    Avrum Lapin, May 10, 2014
    Replies:
    1
    Views:
    2,428
    Ron Peterson
    May 15, 2014
  19. Pico Rico

    Quciken versions

    Pico Rico, May 14, 2014
    Replies:
    1
    Views:
    2,402
    Pico Rico
    May 14, 2014
  20. David S. Meyers, CFP(R)

    The Seven-Figure Portfolio Fee

    David S. Meyers, CFP(R), Apr 12, 2014
    Replies:
    2
    Views:
    1,213
    David@panix.com, S.Meyers@panix.com, CFP
    May 6, 2014
  21. herman

    my rate factor is .03235 for 36 month lease what is my interest rate ?

    herman, Mar 6, 2014
    Replies:
    2
    Views:
    1,321
    Pico Rico
    Mar 9, 2014
  22. JoeTaxpayer

    How much property tax can be paid in advance?

    JoeTaxpayer, Mar 8, 2014
    Replies:
    0
    Views:
    1,155
    JoeTaxpayer
    Mar 8, 2014
  23. honda.lioness@gmail.com

    Five Return Limit for Efiling

    honda.lioness@gmail.com, Mar 1, 2014
    Replies:
    3
    Views:
    1,654
    honda.lioness@gmail.com
    Mar 6, 2014
  24. Pierre Asselin

    fixed income historical data

    Pierre Asselin, Feb 27, 2014
    Replies:
    3
    Views:
    1,223
    honda.lioness@gmail.com
    Mar 1, 2014
  25. Bill Woessner

    Valuing 401k as a Benefit

    Bill Woessner, Feb 24, 2014
    Replies:
    8
    Views:
    1,360
    David S Meyers CFP
    Feb 27, 2014
  26. David S. Meyers, CFP(R)

    FINRA on 401(k) rollovers to IRAs

    David S. Meyers, CFP(R), Feb 23, 2014
    Replies:
    0
    Views:
    1,163
    David S. Meyers, CFP(R)
    Feb 23, 2014
  27. Rich Carreiro

    Share identification under bipartisan attack?

    Rich Carreiro, Jan 4, 2014
    Replies:
    5
    Views:
    1,327
    Beliavsky
    Feb 18, 2014
  28. Rubaiyat of Omar Bradley

    Question

    Rubaiyat of Omar Bradley, Feb 14, 2014
    Replies:
    0
    Views:
    1,072
    Rubaiyat of Omar Bradley
    Feb 14, 2014
  29. honda.lioness@gmail.com

    The Historical P/E Ratio of 15

    honda.lioness@gmail.com, Jan 4, 2014
    Replies:
    1
    Views:
    1,166
    Ron Peterson
    Feb 7, 2014
  30. Beliavsky

    Performance of top-rated Morningstar mutual funds

    Beliavsky, Jan 28, 2014
    Replies:
    0
    Views:
    1,266
    Beliavsky
    Jan 28, 2014
  31. M Letter

    Medicaid Renewal

    M Letter, Jan 25, 2014
    Replies:
    3
    Views:
    1,984
    honda.lioness@gmail.com
    Jan 27, 2014
  32. JoeTaxpayer

    IRA 59-1/2 (year or date?)

    JoeTaxpayer, Jan 18, 2014
    Replies:
    2
    Views:
    1,433
    Tad Borek
    Jan 21, 2014
  33. Thompson Frank

    transfers and taxes

    Thompson Frank, Jan 13, 2014
    Replies:
    4
    Views:
    1,183
    news
    Jan 15, 2014
  34. DanielleOM

    401K Withdrawal (checkwriting) fees

    DanielleOM, Jan 4, 2014
    Replies:
    2
    Views:
    1,292
    Tad Borek
    Jan 6, 2014
  35. NS

    eftps payment from e*trade

    NS, Jan 1, 2014
    Replies:
    0
    Views:
    1,285
    NS
    Jan 1, 2014
  36. JoeTaxpayer

    A convoluted Phase Out question

    JoeTaxpayer, Dec 29, 2013
    Replies:
    4
    Views:
    1,302
    JoeTaxpayer
    Dec 31, 2013
  37. Rich Carreiro

    Do secondary LTD policies exist?

    Rich Carreiro, Nov 15, 2013
    Replies:
    1
    Views:
    1,348
    bklynboy
    Dec 24, 2013
  38. Beliavsky

    tax-adjusted wealth

    Beliavsky, Dec 10, 2013
    Replies:
    5
    Views:
    1,296
    Tad Borek
    Dec 19, 2013
  39. Thompson Frank

    IRA MRD question

    Thompson Frank, Dec 2, 2013
    Replies:
    7
    Views:
    1,333
    Ron Peterson
    Dec 17, 2013
  40. Rich Carreiro

    When are you comfortable throwing out account statements?

    Rich Carreiro, Dec 1, 2013
    Replies:
    4
    Views:
    1,257
    Tad Borek
    Dec 4, 2013
  41. David S. Meyers, CFP(R)

    Only 45% roll over - what do the other 55% do?

    David S. Meyers, CFP(R), Nov 29, 2013
    Replies:
    1
    Views:
    1,104
    JoeTaxpayer
    Nov 29, 2013
  42. frank@jesuit59.org

    Qualified Charitable Deductions

    frank@jesuit59.org, Nov 15, 2013
    Replies:
    2
    Views:
    1,325
    Tad Borek
    Nov 15, 2013
  43. David S. Meyers, CFP(R)

    I-Bonds “Real” Interest Rate Goes Back Above ZERO

    David S. Meyers, CFP(R), Nov 2, 2013
    Replies:
    2
    Views:
    1,440
    terrable
    Nov 4, 2013
  44. Rainmaster35

    what can I own in a roth IRA

    Rainmaster35, Nov 2, 2013
    Replies:
    1
    Views:
    1,089
    JoeTaxpayer
    Nov 3, 2013
  45. bj

    jackson freedom flex DB annunity

    bj, Oct 31, 2013
    Replies:
    1
    Views:
    1,695
    David S Meyers CFP
    Nov 1, 2013
  46. Rich Carreiro

    Laddering with defined-maturity bond funds?

    Rich Carreiro, Oct 17, 2013
    Replies:
    1
    Views:
    1,273
    David S Meyers CFP
    Oct 29, 2013
  47. Rich Carreiro

    Achieving duration target via ladder or fund?

    Rich Carreiro, Oct 17, 2013
    Replies:
    1
    Views:
    1,229
    David S Meyers CFP
    Oct 29, 2013
  48. RyanCO

    Question - Luncheon

    RyanCO, Oct 11, 2013
    Replies:
    0
    Views:
    1,201
    RyanCO
    Oct 11, 2013
  49. JoeTaxpayer

    Dave Ramsey article I wrote

    JoeTaxpayer, Oct 4, 2013
    Replies:
    4
    Views:
    1,378
    David S Meyers CFP
    Oct 5, 2013
  50. Beliavsky

    Financial planning forums

    Beliavsky, Sep 23, 2013
    Replies:
    2
    Views:
    866
    JoeTaxpayer
    Oct 4, 2013
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