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Financial Planning
Discussion on planning your personal finances.
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D
Only silver plan rebates OOP, unaffordable care act
dumbstruck
Dec 1, 2014
Replies
1
Views
4K
Dec 4, 2014
dumbstruck
D
B
Trust Book Suggestion Explaining Options For A Trust For Grandson?
Bob
Nov 3, 2014
Replies
2
Views
4K
Nov 7, 2014
Bob
B
D
Asset Placement into Various Account Types
Dave
Oct 31, 2014
Replies
3
Views
4K
Nov 4, 2014
Beliavsky
B
P
FDIC and NCUA insurance limits for trust accounts
Pico Rico
Sep 1, 2014
Replies
2
Views
4K
Sep 28, 2014
Pico Rico
P
H
Irrevocable Trust for "Small" Estate?
honda.lioness
Jun 4, 2014
Replies
7
Views
4K
Sep 4, 2014
Beliavsky
B
R
How quickly should capital gains be realized in a taxable account?
Ron Peterson
Aug 29, 2014
Replies
9
Views
4K
Sep 3, 2014
David S. Meyers, CFP(R)
D
D
Proven: best to increase stock allocation into retirement
dumbstruck
May 5, 2014
Replies
5
Views
4K
Aug 5, 2014
dumbstruck
D
D
Obamacare Premium Tax Credit - Capital Gains - Losses
DanielleOM
Jul 9, 2014
Replies
6
Views
6K
Jul 11, 2014
Tad Borek
T
H
UTG, Closed End Funds, and Leverage
honda.lioness
Jun 18, 2014
Replies
4
Views
4K
Jun 26, 2014
[email protected]
H
I
margin account and association with Form 1099-DIV
iramigut
Jun 14, 2014
Replies
2
Views
3K
Jun 19, 2014
Pico Rico
P
D
Want to lease mineral rights to an oil company
Deb
Jun 14, 2014
Replies
1
Views
3K
Jun 15, 2014
Rubaiyat of Omar Bradley
R
S
buying family home with no down payment.
sunnysunshine
May 30, 2014
Replies
0
Views
3K
May 30, 2014
sunnysunshine
S
R
Why is there a point to munis?
Rich Carreiro
May 21, 2014
Replies
4
Views
4K
May 29, 2014
Beliavsky
B
D
new credit card surcharge
dumbstruck
Apr 4, 2013
Replies
4
Views
4K
May 27, 2014
Pico Rico
P
B
Media coverage of mutual fund holdings as a driver of flows
Beliavsky
May 20, 2014
Replies
0
Views
3K
May 20, 2014
Beliavsky
B
D
Obamacare Cliff & Roth Conversion
DanielleOM
May 20, 2014
Replies
0
Views
3K
May 20, 2014
DanielleOM
D
A
Antifragile
Avrum Lapin
May 10, 2014
Replies
1
Views
3K
May 15, 2014
Ron Peterson
R
P
Quciken versions
Pico Rico
May 14, 2014
Replies
1
Views
3K
May 14, 2014
Pico Rico
P
D
The Seven-Figure Portfolio Fee
David S. Meyers, CFP(R)
Apr 12, 2014
Replies
2
Views
4K
May 6, 2014
[email protected]
,
[email protected]
, CFP
D
H
my rate factor is .03235 for 36 month lease what is my interest rate ?
herman
Mar 6, 2014
Replies
2
Views
2K
Mar 9, 2014
Pico Rico
P
J
How much property tax can be paid in advance?
JoeTaxpayer
Mar 8, 2014
Replies
0
Views
2K
Mar 8, 2014
JoeTaxpayer
J
H
Five Return Limit for Efiling
honda.lioness
Mar 1, 2014
Replies
3
Views
3K
Mar 6, 2014
[email protected]
H
P
fixed income historical data
Pierre Asselin
Feb 27, 2014
Replies
3
Views
2K
Mar 1, 2014
[email protected]
H
B
Valuing 401k as a Benefit
Bill Woessner
Feb 24, 2014
Replies
8
Views
2K
Feb 27, 2014
David S Meyers CFP
D
D
FINRA on 401(k) rollovers to IRAs
David S. Meyers, CFP(R)
Feb 23, 2014
Replies
0
Views
2K
Feb 23, 2014
David S. Meyers, CFP(R)
D
R
Share identification under bipartisan attack?
Rich Carreiro
Jan 4, 2014
Replies
5
Views
2K
Feb 18, 2014
Beliavsky
B
R
Question
Rubaiyat of Omar Bradley
Feb 14, 2014
Replies
0
Views
2K
Feb 14, 2014
Rubaiyat of Omar Bradley
R
H
The Historical P/E Ratio of 15
honda.lioness
Jan 4, 2014
Replies
1
Views
2K
Feb 7, 2014
Ron Peterson
R
B
Performance of top-rated Morningstar mutual funds
Beliavsky
Jan 28, 2014
Replies
0
Views
2K
Jan 28, 2014
Beliavsky
B
M
Medicaid Renewal
M Letter
Jan 25, 2014
Replies
3
Views
4K
Jan 27, 2014
[email protected]
H
J
IRA 59-1/2 (year or date?)
JoeTaxpayer
Jan 18, 2014
Replies
2
Views
2K
Jan 21, 2014
Tad Borek
T
T
transfers and taxes
Thompson Frank
Jan 13, 2014
Replies
4
Views
2K
Jan 15, 2014
news
N
D
401K Withdrawal (checkwriting) fees
DanielleOM
Jan 4, 2014
Replies
2
Views
2K
Jan 6, 2014
Tad Borek
T
N
eftps payment from e*trade
NS
Jan 1, 2014
Replies
0
Views
2K
Jan 1, 2014
NS
N
J
A convoluted Phase Out question
JoeTaxpayer
Dec 29, 2013
Replies
4
Views
2K
Dec 31, 2013
JoeTaxpayer
J
R
Do secondary LTD policies exist?
Rich Carreiro
Nov 15, 2013
Replies
1
Views
2K
Dec 24, 2013
bklynboy
B
tax-adjusted wealth
Beliavsky
Dec 10, 2013
Replies
5
Views
2K
Dec 19, 2013
Tad Borek
T
T
IRA MRD question
Thompson Frank
Dec 2, 2013
Replies
7
Views
2K
Dec 17, 2013
Ron Peterson
R
R
When are you comfortable throwing out account statements?
Rich Carreiro
Dec 1, 2013
Replies
4
Views
2K
Dec 4, 2013
Tad Borek
T
D
Only 45% roll over - what do the other 55% do?
David S. Meyers, CFP(R)
Nov 29, 2013
Replies
1
Views
2K
Nov 29, 2013
JoeTaxpayer
J
F
Qualified Charitable Deductions
frank
Nov 15, 2013
Replies
2
Views
2K
Nov 15, 2013
Tad Borek
T
D
I-Bonds “Real” Interest Rate Goes Back Above ZERO
David S. Meyers, CFP(R)
Nov 2, 2013
Replies
2
Views
3K
Nov 4, 2013
terrable
T
R
what can I own in a roth IRA
Rainmaster35
Nov 2, 2013
Replies
1
Views
2K
Nov 3, 2013
JoeTaxpayer
J
B
jackson freedom flex DB annunity
bj
Oct 31, 2013
Replies
1
Views
3K
Nov 1, 2013
David S Meyers CFP
D
R
Laddering with defined-maturity bond funds?
Rich Carreiro
Oct 17, 2013
Replies
1
Views
2K
Oct 29, 2013
David S Meyers CFP
D
R
Achieving duration target via ladder or fund?
Rich Carreiro
Oct 17, 2013
Replies
1
Views
2K
Oct 29, 2013
David S Meyers CFP
D
R
Question - Luncheon
RyanCO
Oct 11, 2013
Replies
0
Views
2K
Oct 11, 2013
RyanCO
R
J
Dave Ramsey article I wrote
JoeTaxpayer
Oct 4, 2013
Replies
4
Views
2K
Oct 5, 2013
David S Meyers CFP
D
B
Financial planning forums
Beliavsky
Sep 23, 2013
Replies
2
Views
2K
Oct 4, 2013
JoeTaxpayer
J
D
Bogle: Overweight Corporates, underweight Treasurys
David S. Meyers, CFP(R)
Oct 3, 2013
Replies
0
Views
917
Oct 3, 2013
David S. Meyers, CFP(R)
D
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