misc.invest.financial-plan posts index

Go To Mortgage 101

Re: Where to open a Roth IRA?

Re: Need some Help with Financial Plan

Re: How does unemloyment income affect the Disability insurance underwriting process?

Re: How does unemloyment income affect the Disability insurance underwriting

Re: ING?

Re: Moving money to spouse's Roth IRA a wise idea?

Re: ING?

Re: taxes on pension and SS?

ING?

Re: appropriate questions for financial planner

Re: Need some Help with Financial Plan

taxes on pension and SS?

Re: Need some Help with Financial Plan

Moving money to spouse's Roth IRA a wise idea?

Re: Need some Help with Financial Plan

Re: Shall I start this company in US or China?

Re: Need some Help with Financial Plan

Shall I start this company in US or China?

Re: How does unemloyment income affect the Disability insurance underwriting process?

Need some Help with Financial Plan

Re: How does unemloyment income affect the Disability insurance underwriting process?

Re: purchase 2 shares of BUD for my nephew

Re: How does unemloyment income affect the Disability insurance underwriting process?

www.ncf.ca/~ag384/Retire.htm

Re: Where to open a Roth IRA?

Re: Master Limited Partnerships and Income Trusts

Master Limited Partnerships and Income Trusts

purchase 2 shares of BUD for my nephew

Re: Disability insurance for full-time students?

How does unemloyment income affect the Disability insurance underwriting process?

Re: Disability insurance for full-time students?

Disability insurance for full-time students?

Re: Home Addition Financing Question

Re: Where to open a Roth IRA?

Re: appropriate questions for financial planner

Real Estate Investing

Re: Home Addition Financing Question

Re: Where to open a Roth IRA?

Re: appropriate questions for financial planner

Posting to misc.invest.financial-plan

Re: Where to open a Roth IRA?

Where to open a Roth IRA?

Re: appropriate questions for financial planner

Re: Home Addition Financing Question

Home Addition Financing Question

How Is Suze Orman's Business Set Up??

Re: Suze Orman's Will and Trust Kit CD

Re: appropriate questions for financial planner

Re: Refinance or Not?

Re: Taxes on IRA/401k distributions

Re: CFP: Changing from annual to hourly fee?

Taxes on IRA/401k distributions

Re: Reverse mortgages?

Re: Investment Philosophy

Re: Wise use of inheritance?

Re: Reverse mortgages?

Re: Wise use of inheritance?

Re: Tax Stratgies in light of AMT threat?

Re: A defense for the dollar?

Re: Reverse mortgages?

Defunct pension plan

Re: A defense for the dollar?

Re: Wise use of inheritance?

Re: A defense for the dollar?

Re: taxation of REITs

Re: A defense for the dollar?

Re: appropriate questions for financial planner

taxation of REITs

Re: Wise use of inheritance?

Re: Reverse mortgages?

Re: Allocation Update

Re: Reverse mortgages?

Re: Wise use of inheritance?

Re: appropriate questions for financial planner

Re: Wise use of inheritance?

Re: Allocation Update

Re: Wise use of inheritance?

Wise use of inheritance?

Re: Reverse mortgages?

Re: appropriate questions for financial planner

Allocation Update

Re: Wilshire 5000 Question

Reverse mortgages?

Re: Legality of Account Maintenance Fees as IRA Contributions

appropriate questions for financial planner

Re: Wilshire 5000 Question

Re: Tax Stratgies in light of AMT threat?

Re: A defense for the dollar?

Re: Increase in AMT impact in 2006

Re: Tax Stratgies in light of AMT threat?

Re: Legality of Account Maintenance Fees as IRA Contributions

Re: CFP: Changing from annual to hourly fee?

Tax Stratgies in light of AMT threat?

Re: A defense for the dollar?

Re: Increase in AMT impact in 2006

Re: Legality of Account Maintenance Fees as IRA Contributions

Re: Refinance or Not?

Re: Legality of Account Maintenance Fees as IRA Contributions

Refinance or Not?

Re: Legality of Account Maintenance Fees as IRA Contributions

Posting to misc.invest.financial-plan

Re: Increase in AMT impact in 2006

Re: Legality of Account Maintenance Fees as IRA Contributions

Increase in AMT impact in 2006

Re: Question about sep-ira

Re: Suze Orman's Will and Trust Kit CD

Question about sep-ira

Re: CFP: Changing from annual to hourly fee?

Re: Suze Orman's Will and Trust Kit CD

Re: Wilshire 5000 Question

Re: Prepaid Legal and Identity Theft Shield - Any comments?

Re: Wilshire 5000 Question

Re: WorldCom MCI Bond Exchange and 2004 1099-B

Re: Suze Orman's Will and Trust Kit CD

Re: IRA and educaztion planning

Suze Orman's Will and Trust Kit CD

Re: IRA and educaztion planning

Re: WorldCom MCI Bond Exchange and 2004 1099-B

Re: Best way to provide steady stream from insurance (death benefit)

Re: Wilshire 5000 Question

Re: IRA and educaztion planning

Re: Wilshire 5000 Question

Re: Best way to provide steady stream from insurance (death benefit)

Re: Wilshire 5000 Question

Re: CFP: Changing from annual to hourly fee?

Re: Best way to provide steady stream from insurance (death benefit)

Re: WorldCom MCI Bond Exchange and 2004 1099-B

Re: Best way to provide steady stream from insurance (death benefit)

Re: My life insurance

CFP: Changing from annual to hourly fee?

Re: A reasonable rate to charge?

Re: Best way to provide steady stream from insurance (death benefit)

Re: Wilshire 5000 Question

My life insurance

Re: Best way to provide steady stream from insurance (death benefit)

Re: Wilshire 5000 Question

Re: Contribute to IRA even without Tax benefit?

Re: Company insurance

WorldCom MCI Bond Exchange and 2004 1099-B

Re: Contribute to IRA even without Tax benefit?

Re: IRA and educaztion planning

Re: Legality of Account Maintenance Fees as IRA Contributions

Re: Tax effect of portfolio management.

Re: Fin. Plan for first child

Re: sudden and rapid drop in credit score at 1 particular bureau

Re: Legality of Account Maintenance Fees as IRA Contributions

Contribute to IRA even without Tax benefit?

Re: EE bond rules follow-up question

Re: Asset Allocation Questions

sudden and rapid drop in credit score at 1 particular bureau

Re: A reasonable rate to charge?

Re: another refi question

Re: Advice needed re: debts and terminal illness

Re: Fin. Plan for first child

Re: best option for 401k/pension rollover?

Re: another refi question

Re: best option for 401k/pension rollover?

Re: Asset Allocation Questions

Re: Good Financial Publications? (2nd try)

Re: EE Bond purchase limit and changes question

Re: Legality of Account Maintenance Fees as IRA Contributions

Re: EE bond rules follow-up question

Re: Where to park cash?

Re: W-4 Withholdings

Re: A reasonable rate to charge?

Re: Asset Allocation Questions

EE Bond purchase limit and changes question

Re: Where to park cash?

Legality of Account Maintenance Fees as IRA Contributions

W-4 Withholdings

Getting out of a whole life adjustable term policy!?

Re: Advice needed re: debts and terminal illness

Fin. Plan for first child

Re: Where to park cash?

EE bond rules follow-up question

How to split funds for two 529 plans?

Re: A reasonable rate to charge?

Company insurance

another refi question

Re: A reasonable rate FOR A CFP to charge?

Re: Best way to provide steady stream from insurance (death benefit)

Re: Where to park cash?

Re: Bond cost Schwab vers Merrill Lynch

Re: Advice needed re: debts and terminal illness

Re: Where to park cash?

Re: I-Bond technical question (was I screwed?)

A reasonable rate to charge?

best option for 401k/pension rollover?

Re: Advice needed re: debts and terminal illness

Re: Where to park cash?

412i plan at previous employer

Re: financial record keeping

Re: Debt Firewall?

Re: Where to park cash?

Re: Can existing IBonds be gifted?

Re: Advice needed re: debts and terminal illness

Where to park cash?

Re: Newbee Question Re: Home Improvement Loan

Re: Advice needed re: debts and terminal illness

I-Bond technical question (was I screwed?)

Re: Can existing IBonds be gifted?

New EE Bond rates (was Re: Can existing IBonds be gifted?)

Re: Can existing IBonds be gifted?

Advice needed re: debts and terminal illness

Can existing IBonds be gifted?

Re: margin trading in tax-deferred account?

Re: Should expected inheritance be part of asset allocation?

Re: financial record keeping

Re: Should expected inheritance be part of asset allocation?

Re: Asset Allocation Questions

Re: Should one pay off one'e home mortgage ?

Re: Newbee Question Re: Home Improvement Loan

Re: financial record keeping

Re: Should expected inheritance be part of asset allocation?

Re: Wachovia Securities - "FundSource"

Re: financial record keeping

Re: Should expected inheritance be part of asset allocation?

Re: Wachovia Securities - "FundSource"

Re: financial record keeping

Re: margin trading in tax-deferred account?

Re: Should expected inheritance be part of asset allocation?

Re: financial record keeping

Re: Should one pay off one'e home mortgage ?

Re: US Supreme Court ruling on Bankruptcy and IRAs

Re: Should expected inheritance be part of asset allocation?

Re: Should one pay off one'e home mortgage ?

are financial planners worth it? (was Re: Wachovia Securities - "FundSource")

Re: Should one pay off one'e home mortgage ?

Re: financial record keeping

Re: Asset Allocation Questions

Re: Can I keep the same SEP IRA Account now that I am an S-Corp?

Wachovia Securities - "FundSource"

financial record keeping

Re: Asset Allocation Questions

Re: Should one pay off one'e home mortgage ?

Re: Sale of internet domain name, tax treatment

Re: Should one pay off one'e home mortgage ?

US Supreme Court ruling on Bankruptcy and IRAs

Re: Asset Allocation Questions

Re: Should one pay off one'e home mortgage ?

Re: Should expected inheritance be part of asset allocation?

Asset Allocation Questions

Sale of internet domain name, tax treatment

Re: Online TurboTax bugs

Re: Should one pay off one'e home mortgage ?

Should one pay off one'e home mortgage ?

Re: Online TurboTax bugs

Re: Trying to take money out of VUL policy

Re: Online TurboTax bugs

Re: Trying to take money out of VUL policy

Re: What's my next step? Point me in the right direction...

Re: Should expected inheritance be part of asset allocation?

Re: 10-99B

Re: Roth 401(k) available starting 2006

Re: 10-99B

Re: Should expected inheritance be part of asset allocation?

Online TurboTax bugs

Re: Should expected inheritance be part of asset allocation?

Re: First Trust Deed HELOC -- deductibility of interest?

Re: Doubts about financial advices about saving and investing, paying off debt - from Dave Ramsey's book

Should expected inheritance be part of asset allocation?

Re: Term Insurance - TIAA Cref

Posting to misc.invest.financial-plan

Re: Term Insurance - TIAA Cref

Term Insurance - TIAA Cref

Re: Bond cost Schwab vers Merrill Lynch

First Trust Deed HELOC -- deductibility of interest?

Re: Conventional Wisdom on 401k (Re: Question on bond fund)

Re: Newbee Question Re: Home Improvement Loan

Re: Money, Quicken, or online?

Re: did he have a 401k plan?

Re: What's my next step? Point me in the right direction...

did he have a 401k plan?

Re: Trying to take money out of VUL policy

Re: Newbee Question Re: Home Improvement Loan

Trying to take money out of VUL policy

Re: Newbee Question Re: Home Improvement Loan

Re: Is it unwise to keep all your retirement/investment accounts with one brokerage?

Re: Brokers - What's the Attraction?

Re: Can I keep the same SEP IRA Account now that I am an S-Corp?

Re: Newbee Question Re: Home Improvement Loan

Re: Can I keep the same SEP IRA Account now that I am an S-Corp?

Re: Newbee Question Re: Home Improvement Loan

Re: What's my next step? Point me in the right direction...

Re: Brokers - What's the Attraction?

Re: What's my next step? Point me in the right direction...

Re: Can I keep the same SEP IRA Account now that I am an S-Corp?

Re: Brokers - What's the Attraction?

Re: Newbee Question Re: Home Improvement Loan

Can I keep the same SEP IRA Account now that I am an S-Corp?

What's my next step? Point me in the right direction...

Re: Use a home equity line to pay-ff cars

Re: Is it unwise to keep all your retirement/investment accounts with one brokerage?

Re: Brokers - What's the Attraction?

Re: Contribute to Traditional vs Roth IRA?? - Converstion to Roth

Re: Question on bond fund

Re: Brokers - What's the Attraction?

Re: Is it unwise to keep all your retirement/investment accounts with one brokerage?

Re: Brokers - What's the Attraction?

Re: Is it unwise to keep all your retirement/investment accounts with one brokerage?

Re: Brokers - What's the Attraction?

Re: Bond cost Schwab vers Merrill Lynch

Re: Question on bond fund

Re: Brokers - What's the Attraction?

Re: ING GoldenSelect Variable Annuities

Roth 401(k) available starting 2006

From the Moderators: Fast Approval

State-exempt dividends, arrrgh!

Re: ING GoldenSelect Variable Annuities

Re: Is it unwise to keep all your retirement/investment accounts with one brokerage?

Re: Question on bond fund

Is it unwise to keep all your retirement/investment accounts with one brokerage?

Re: What's my next step?

ING GoldenSelect Variable Annuities

Re: Question on bond fund

Re: Newbee Question Re: Home Improvement Loan

Re: Question on bond fund

Bond cost Schwab vers Merrill Lynch

Re: 529 plan with $25 per month contribution?

Re: Question on bond fund

Re: Newbee Question Re: Home Improvement Loan

Re: Question on bond fund

Re: Newbee Question Re: Home Improvement Loan

Re: variable annuity life insurance

Re: Question on bond fund

Re: Conventional Wisdom on 401k (Re: Question on bond fund)

Re: Contribute to Traditional vs Roth IRA??

Conventional Wisdom on 401k (Re: Question on bond fund)

Re: Question on bond fund

Re: Contribute to Traditional vs Roth IRA??

Re: When to be in short term cash or stocks, and the accuracy of Robert Shiller's data?

Re: Question on bond fund

Re: Interesting Information on Corporate Governance

Re: Newbee Question Re: Home Improvement Loan

Re: Stock market valuation and "money illusion" (was: Do you worry

Re: 529 plan with $25 per month contribution?

Newbee Question Re: Home Improvement Loan

Stock market valuation and "money illusion" (was: Do you worry about debt?)

Re: Interesting Information on Corporate Governance

Question on bond fund

Re: Interesting Information on Corporate Governance

Re: What's my next step?

Re: The advantage of ETFs (Was Re: Do you worry about debt?)

Re: 529 plan with $25 per month contribution?

variable annuity life insurance

Re: Contribute to Traditional vs Roth IRA??

Re: Interesting Information on Corporate Governance

Re: Do you worry about debt?

Re: Interesting Information on Corporate Governance

Re: Contribute to Traditional vs Roth IRA??

Re: Do you worry about debt?

Re: Contribute to Traditional vs Roth IRA??

Re: Do you worry about debt?

Re: How to hedge inflation if you rent?

Re: Interesting Information on Corporate Governance

Re: Do you worry about debt?

Re: Interesting Information on Corporate Governance

Re: How to hedge inflation if you rent?

Interesting Information on Corporate Governance

Re: How to hedge inflation if you rent?

Re: Do you worry about debt?

Re: How to hedge inflation if you rent?

Re: 529 plan with $25 per month contribution?

Re: How to hedge inflation if you rent?

Re: When to be in short term cash or stocks, and the accuracy of Robert Shiller's data?

Term Insurance - TIAA Cref

Re: What's my next step?

Re: When to be in short term cash or stocks, and the accuracy of Robert Shiller's data?

Re: How to hedge inflation if you rent?

Re: Do you worry about debt?

Re: The advantage of ETFs (Was Re: Do you worry about debt?)

Re: How to hedge inflation if you rent?

Re: Do you worry about debt?

Re: When to be in short term cash or stocks, and the accuracy of Robert Shiller's data?

Re: How to hedge inflation if you rent?

Re: Do you worry about debt?

Re: What's my next step?

Re: When to be in short term cash or stocks, and the accuracy of Robert Shiller's data?

Re: Do you worry about debt?

When to be in short term cash or stocks, and the accuracy of Robert Shiller's data?

Re: What's my next step?

Re: Do you worry about debt?

Re: 529 plan with $25 per month contribution?

Re: Do you worry about debt?

The advantage of ETFs (Was Re: Do you worry about debt?)

Re: Do you worry about debt?

Re: What's my next step?

Re: Trust vs Will

Re: What's my next step?

Re: Do you worry about debt?

Re: What's my next step?

Re: Do you worry about debt?

Re: Contribute to Traditional vs Roth IRA??

Re: How to hedge inflation if you rent?

Re: Do you worry about debt?

Re: business use of your home

What's my next step?

Re: Do you worry about debt?

How to hedge inflation if you rent?

Contribute to Traditional vs Roth IRA??

Re: Do you worry about debt?

Emigrant direct offering 3.25% savings acct

Re: 529 plan with $25 per month contribution?

Re: business use of your home

Re: Do you worry about debt?

Re: They should teach this in schools

Re: business use of your home

Re: Do you worry about debt?

Re: business use of your home

Re: Trust vs Will

Re: Do you worry about debt?

Do you worry about debt?

business use of your home

Posting to misc.invest.financial-plan

Re: Historical T-Bond Returns

Re: Graded Premium Whole Life vs Buying Term and Investing

Re: Roth 401k ?

Re: 401k contribution limit

401k contribution limit

Re: 529 plan with $25 per month contribution?

Roth 401k ?

Re: Historical T-Bond Returns

Re: They should teach this in schools

Historical T-Bond Returns

Re: Money, Quicken, or online?

Re: 529 plan with $25 per month contribution?

529 plan with $25 per month contribution?

Re: They should teach this in schools

Re: Money, Quicken, or online?

Money, Quicken, or online?

Re: Graded Premium Whole Life vs Buying Term and Investing

Re: Calculating interest after make a lump-sum payment to a mortgage

Re: time value and mortgage

% of investing done through financial advisors

Re: how to stop credit card offers to learning disabled son ?

Re: gift tax and disabled person

Re: time value and mortgage

Re: how to stop credit card offers to learning disabled son ?

Re: Calculating interest after make a lump-sum payment to a mortgage

Re: how to stop credit card offers to learning disabled son ?

Graded Premium Whole Life vs Buying Term and Investing

Re: how to stop credit card offers to learning disabled son ?

Re: Calculating interest after make a lump-sum payment to a mortgage

Re: Insurance instead of joint survivor pension option?

Re: gift tax and disabled person

Re: how to stop credit card offers to learning disabled son ?

Re: Calculating interest after make a lump-sum payment to a mortgage

Re: how to stop credit card offers to learning disabled son ?

Re: Calculating interest after make a lump-sum payment to a mortgage

Re: gift tax and disabled person

Re: Dollar-Euro conversions .......try EverBank

how to stop credit card offers to learning disabled son ?

Re: Calculating interest after make a lump-sum payment to a mortgage

Re: Insurance instead of joint survivor pension option?

Re: Calculating interest after make a lump-sum payment to a mortgage

Re: Insurance instead of joint survivor pension option?

Re: Calculating interest after make a lump-sum payment to a mortgage

Re: Insurance instead of joint survivor pension option?

Calculating interest after make a lump-sum payment to a mortgage

Re: gift tax and disabled person

Re: Insurance instead of joint survivor pension option?

Re: gift tax and disabled person

time value and mortgage

Re: They should teach this in schools

Posting to misc.invest.financial-plan

Re: gift tax and disabled person

Re: Insurance instead of joint survivor pension option?

Re: They should teach this in schools

Re: Insurance instead of joint survivor pension option?

Re: Spousal contribution in IRA

Re: gift tax and disabled person

gift tax and disabled person

Re: Dollar-Euro conversions .......try EverBank

Re: Insurance instead of joint survivor pension option?

Insurance instead of joint survivor pension option?

Re: Dollar-Euro conversions .......try EverBank

Re: Help! Disposable income & no clue how to use it ....

Re: Give Cottage Share to Daughters

Re: Help! Disposable income & no clue how to use it ....

Re: How can I file this loss from my LLC?

Re: Dollar-Euro conversions .......try EverBank

Re: How can I file this loss from my LLC?

How can I file this loss from my LLC?

Dollar-Euro conversions .......try EverBank

Re: Help! Disposable income & no clue how to use it ....

Re: They should teach this in schools

Re: Help! Disposable income & no clue how to use it ....

Dollar-Euro conversions

Re: They should teach this in schools

Spousal contribution in IRA

Re: Help! Disposable income & no clue how to use it ....

Re: Source of private company information ?

Help! Disposable income & no clue how to use it ....

Well paying euro denominated account

Re: Source of private company information ?

Re: Finding a new advisor

Finding a new advisor

Re: 401K Asset allocation Queswtion

Re: Good source to find, or recommendation of Fee-Only financial

Re: How do you calc remaining length of mortgage with extra principal payments?

Re: Good source to find, or recommendation of Fee-Only financial advisor in NJ/PA?

Re: Paying off one Home Equity Loan with another?

Re: Good source to find, or recommendation of Fee-Only financial advisor in NJ/PA?

Re: 401K Asset allocation Queswtion

Re: How do you calc remaining length of mortgage with extra principal payments?

Re: Paying off one Home Equity Loan with another?

Re: Longish: IRA Consolidation/Asset Allocation Questions

Re: Good source to find, or recommendation of Fee-Only financial advisor in NJ/PA?

Paying off one Home Equity Loan with another?

Re: Good source to find, or recommendation of Fee-Only financial advisor in NJ/PA?

Good source to find, or recommendation of Fee-Only financial advisor in NJ/PA?

Re: Annuity question / how premium bonuses are treated

Annuity question / how premium bonuses are treated

Re: Longish: IRA Consolidation/Asset Allocation Questions

Re: 401K Asset allocation Queswtion

Re: Debt Firewall?

Re: How do you calc remaining length of mortgage with extra principal payments?

Re: How to devise a long-term investment plan?

Re: Longish: IRA Consolidation/Asset Allocation Questions

Targeted Bond Funds vs. Most Bond Funds (All IG) [was Re: 401K Asset allocation Queswtion]

Re: How do you calc remaining length of mortgage with extra principal

Re: How do you calc remaining length of mortgage with extra principal payments?

Re: How to devise a long-term investment plan?

Re: Longish: IRA Consolidation/Asset Allocation Questions

Re: IRS to restrict transfers from 403(b) plans

Re: Yield-to-call calculator?

How do you calc remaining length of mortgage with extra principal payments?

Yield-to-call calculator?

Re: 401K Asset allocation Queswtion

Re: 2 jobs, 2 401k's?

Re: Treasury Direct v. Paper Bonds

Re: Give Cottage Share to Daughters

2 jobs, 2 401k's?

Re: IRA dilema

Re: Give Cottage Share to Daughters

Re: IRA dilema

Re: Treasury Direct v. Paper Bonds

Re: 401K Asset allocation Queswtion

Re: Treasury Direct v. Paper Bonds

Re: Social Security Reform

Re: Lifetime annuity re-sold for lump sum?

Re: IRA dilema

Re: 401K Asset allocation Queswtion

Re: Hey Elle (re: ETDS's

Re: 401K + Roth plan and brokerage?

Re: 401K Asset allocation Queswtion

Re: Hey Elle (re: ETDS's

Hey Elle (re: ETDS's

Re: Longish: IRA Consolidation/Asset Allocation Questions

Re: 401K Asset allocation Queswtion

From the Moderators: Fast Approval

Re: 401K Asset allocation Queswtion

Re: How to devise a long-term investment plan?

Posting to misc.invest.financial-plan

Re: 401K Asset allocation Queswtion

Re: What Would You Do With This Portfolio?

401K Asset allocation Queswtion

Re: What Would You Do With This Portfolio?

Re: How to devise a long-term investment plan?

Re: IRA dilema

Re: What Would You Do With This Portfolio?

What Would You Do With This Portfolio?

Re: IRA dilema

Re: How to devise a long-term investment plan?

Re: IRS to restrict transfers from 403(b) plans

Longish: IRA Consolidation/Asset Allocation Questions

Re: IRS to restrict transfers from 403(b) plans

Re: Financial Advisor question

Re: How to devise a long-term investment plan?

Re: IRS to restrict transfers from 403(b) plans

Re: How to devise a long-term investment plan?

Re: IRS to restrict transfers from 403(b) plans

Re: How to devise a long-term investment plan?

IRS to restrict transfers from 403(b) plans

Re: Financial Advisor question

Re: How to devise a long-term investment plan?

Re: IRA dilema

Re: How to devise a long-term investment plan?

Re: IRA dilema

Re: Financial Advisor question

Re: Lifetime annuity re-sold for lump sum?

Re: classes for day trading

Re: Firm won't transfer 401k until end of plan year

Re: Financial Advisor question

Re: IRA dilema

Re: Payoff Student Loans with HELOC?

Firm won't transfer 401k until end of plan year

Re: I need to rollover part of my 401k to an IRA.

Re: I need to rollover part of my 401k to an IRA

Re: Historical Stock Basis

Re: Payoff Student Loans with HELOC?

Re: IRA dilema

Re: Lifetime annuity re-sold for lump sum?

Re: Payoff Student Loans with HELOC?

Re: IRA dilema

Re: Payoff Student Loans with HELOC?

Re: IRA dilema

Re: Lifetime annuity re-sold for lump sum?

Re: IRA dilema

Re: How to devise a long-term investment plan?

Re: Payoff Student Loans with HELOC?

Re: IRA dilema

Re: Social Security Reform

IRA dilema

Re: Social Security Reform

Re: I need to rollover part of my 401k to an IRA.

Re: Payoff Student Loans with HELOC?

Re: Online Brokers - Trasfering IRAs, Funds and Stock

Re: expected long term stock and bond returns

Re: Social Security Reform

Re: Payoff Student Loans with HELOC?

Re: 401K or Roth???

Moderator: Social Security thread

Re: Expense ratios

Re: Re: Social Security Reform (was: Re: Social Security Reform)

Re: Social Security Reform

Online Brokers - Trasfering IRAs, Funds and Stock

Re: 401K or Roth???

Re: Social Security Reform

Re: How to devise a long-term investment plan?

Re: Social Security Reform

Re: I need to rollover part of my 401k to an IRA.

Re: Social Security Reform

Re: How to devise a long-term investment plan?

Re: Social Security Reform

Equity line of credit for $2,000,000

Re: 401K or Roth???

Re: Social Security Reform

Re: I need to rollover part of my 401k to an IRA.

Re: 401K or Roth???

Re: Social Security Reform

Re: 401K or Roth???

Re: How to devise a long-term investment plan?

Re: 401K or Roth???

Re: I need to rollover part of my 401k to an IRA.

Re: expected long term stock and bond returns

Re: Payoff Student Loans with HELOC?

I need to rollover part of my 401k to an IRA.

Re: Payoff Student Loans with HELOC?

Re: Expense ratios

Re: Social Security Reform

Payoff Student Loans with HELOC?

How to devise a long-term investment plan?

Re: 401K or Roth???

Re: Trouble Correcting Issue on Credit Report

Re: 401K or Roth???

Social Security Reform

Re: 401K or Roth???

Re: Lifetime annuity re-sold for lump sum?

Re: Expense ratios

Re: expected long term stock and bond returns

Re: Expense ratios

Re: Lifetime annuity re-sold for lump sum?

Re: emergency cash fund

Re: Financial advice for late 20's

Re: emergency cash fund

Re: Financial advice for late 20's

Re: Expense ratios

Re: emergency cash fund

Re: Financial advice for late 20's

Re: A defense for the dollar?

Re: emergency cash fund

Portfolio Allocation "Accuracy" [was Re: Expense ratios]

Re: Expense ratios

A defense for the dollar?

Re: emergency cash fund

Re: Expense ratios

Financial advice for late 20's

Re: emergency cash fund

Posting to misc.invest.financial-plan

Re: Expense ratios

emergency cash fund

Re: Variable or fixed annuities

Re: Expense ratios

Re: Lifetime annuity re-sold for lump sum?

Re: Expense ratios

Lifetime annuity re-sold for lump sum?

Re: Expense ratios

Re: Treasury Direct v. Paper Bonds

Re: Variable or fixed annuities

Re: Expense ratios

Re: Treasury Direct v. Paper Bonds

Re: Expense ratios

Re: Variable or fixed annuities

Re: Expense ratios

Re: Estimated Tax paid online?

Re: Expense ratios

Re: Winn Dixie -a dog?

Re: Expense ratios

Re: expected long term stock and bond returns

Re: Expense ratios

Re: Variable or fixed annuities

Re: Estimated Tax paid online?

Re: Variable or fixed annuities

Re: expected long term stock and bond returns

Re: Winn Dixie -a dog?

Re: Estimated Tax paid online?

Re: expected long term stock and bond returns

Re: Estimated Tax paid online?

Re: Winn Dixie -a dog?

Re: expected long term stock and bond returns

Re: Winn Dixie -a dog?

Re: Discounted commission rates

Re: Winn Dixie -a dog?

Re: Discounted commission rates

Winn Dixie -a dog?

Re: How about another Debt is Killing me post?

Re: Discounted commission rates

Re: Question

Re: Estimated Tax paid online?

Re: How about another Debt is Killing me post?

Re: Discounted commission rates

Re: expected long term stock and bond returns

Re: Discounted commission rates

Re: Estimated Tax paid online?

Re: Discounted commission rates

Hotel investment planing

Discounted commission rates

Re: expected long term stock and bond returns

Re: Estimated Tax paid online?

Re: Question

Re: expected long term stock and bond returns

expected long term stock and bond returns

Re: Estimated Tax paid online?

Re: Question

Re: How about another Debt is Killing me post?

Re: Expense ratios

Re: Debt Firewall?

Re: Expense ratios

Re: How about another Debt is Killing me post?

Estimated Tax paid online?

Re: How about another Debt is Killing me post?

Re: Roth IRA for a child

Posting to misc.invest.financial-plan

Re: Roth IRA for a child

Re: estate planning

Re: Roth IRA for a child

Re: Trustee exit strategy

Re: estate planning

Re: Trustee exit strategy

Re: estate planning

Re: Roth IRA for a child

Re: annuities

Re: Roth IRA for a child

Re: annuities

Re: estate planning

Re: annuities

Trustee exit strategy

Re: (notspam) formula for accumulated growing payments

Re: Use a home equity line to pay-ff cars

Re: annuities

Roth IRA for a child

Re: should I open 2nd 529 for 2nd kid????

Use a home equity line to pay-ff cars

Re: annuities

Re: Is now the time to switch to Euro-denominated?

Re: annuities

Re: should I open 2nd 529 for 2nd kid????

Re: Preferred Stock

Re: OT - Credit Counselors

Re: annuities

Re: Preferred Stock

Re: annuities

Re: mortgage questions

ss for minors

Re: Preferred Stock

Re: annuities

Re: When is a VA o.k.?

Re: Preferred Stock

Re: annuities

Re: mortgage questions

Re: Preferred Stock

Re: annuities

Re: mortgage questions

Re: Preferred Stock

Re: mortgage questions

Preferred Stock

Private Banking

Re: annuities

Re: mortgage questions

Re: When to pay additional principal payments on mortgage?

Re: Private Banking -- Bring LARGE money

Re: annuities

Re: Is now the time to switch to Euro-denominated?

Re: annuities

When to pay additional principal payments on mortgage?

mortgage questions

Re: Investing software

costs of Russell 2000 rebalancing

Re: annuities

(notspam) formula for accumulated growing payments

Re: annuities

should I open 2nd 529 for 2nd kid????

annuities

Re: Investing software

Investing software

Re: Asset allocation - Roth vs. Traditional IRA / 401k

Re: Pay

Re: Retirement Contribution Credit -- really?

Re: Merrill Lynch Market Participation Deposits based upon the S&P 500 Index...

Retirement Contribution Credit -- really?

Posting to misc.invest.financial-plan

Re: Private Banking

Private Banking

Re: I can't find where my 401K is.

Stretch IRAs

Re: I can't find where my 401K is.

Re: Pay

Re: Merrill Lynch Market Participation Deposits based upon the S&P

How to invest cash slotted for a specific purpose/timeline

Re: Merrill Lynch Market Participation Deposits based upon the S&P 500 Index...

Re: Pay

Re: estate planning

Re: Q about 529 - college savings

Merrill Lynch Market Participation Deposits based upon the S&P 500 Index...

estate planning

Re: Q about 529 - college savings

Pay

Re: Inflation (Was: Partial 401k Rollover to Time Deposit (CD )IRA)

Re: Q about 529 - college savings

Q about 529 - college savings

Re: Asset allocation - Roth vs. Traditional IRA / 401k

Re: 401K allocation dilemma

Re: Annuitization

Re: 401K allocation dilemma

Re: Asset allocation - Roth vs. Traditional IRA / 401k

Re: Inflation (Was: Partial 401k Rollover to Time Deposit (CD )IRA)

Asset allocation - Roth vs. Traditional IRA / 401k

401K allocation dilemma

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: Annuitization

Re: When is a VA o.k.?

Re: Payments from Immediate Variable Annuity?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: UNemployment benefits

Re: When is a VA o.k.?

Re: UNemployment benefits

New to Chartered Financial Planner

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: UNemployment benefits

Re: Is now the time to switch to Euro-denominated?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: Is now the time to switch to Euro-denominated?

Posting to misc.invest.financial-plan

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: How about another Debt is Killing me post?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: When is a VA o.k.?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: Question on taxation of variable annuity passed on from my father

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: How about another Debt is Killing me post?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: Trust as beneifiary of IRA or 401(k)

Re: When is a VA o.k.?

Re: How about another Debt is Killing me post?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: When is a VA o.k.?

Re: Annuitization

Re: When is a VA o.k.?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: How about another Debt is Killing me post?

Re: When is a VA o.k.?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: Question on taxation of variable annuity passed on from my father

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Question on taxation of variable annuity passed on from my father

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Re: When is a VA o.k.?

Re: When to drop comprehensive coverage?

Re: When is a VA o.k.?

Re: Partial 401k Rollover to Time Deposit (CD )IRA

Partial 401k Rollover to Time Deposit (CD )IRA

Re: Should your contributions to 401k be maximized

Re: Comments on next 5 yrs re fixed income part of portfolio?

Re: When is a VA o.k.?

Re: Comments on next 5 yrs re fixed income part of portfolio?

Re: Should your contributions to 401k be maximized

Re: When is a VA o.k.?

Re: Tax time: auto-reinvestments and average basis questions

Re: Should your contributions to 401k be maximized

Re: When to drop comprehensive coverage?

Re: When is a VA o.k.?

Re: When to drop comprehensive coverage?

Re: Should your contributions to 401k be maximized

Re: When to drop comprehensive coverage?

Tax time: auto-reinvestments and average basis questions

Re: Should your contributions to 401k be maximized

Should your contributions to 401k be maximized

How to compute an odd mortgage payment

Re: Question from non-accountant...

Comments on next 5 yrs re fixed income part of portfolio?

Re: Question from non-accountant...

Re: investing savings for home down payment

Re: How about another Debt is Killing me post?

Re: When to drop comprehensive coverage?

Annuitization

Re: Question from non-accountant...

Re: When is a VA o.k.?

Re: Simple Investment Question Part I

Re: How about another Debt is Killing me post?

Re: When is a VA o.k.?

Re: Simple Investment Question Part I

Re: Question from non-accountant...

Re: Payments from Immediate Variable Annuity?

Re: How about another Debt is Killing me post?

Re: When is a VA o.k.?

Re: Payments from Immediate Variable Annuity?

Re: Question from non-accountant...

Re: Payments from Immediate Variable Annuity?

Re: How about another Debt is Killing me post?

Re: When is a VA o.k.?

Question from non-accountant...

Re: How about another Debt is Killing me post?

Re: Payments from Immediate Variable Annuity?

Re: How about another Debt is Killing me post?

Re: When is a VA o.k.?

Re: How about another Debt is Killing me post?

Re: investing savings for home down payment

Re: 401K questions

Re: How about another Debt is Killing me post?

Re: investing savings for home down payment

Re: How about another Debt is Killing me post?

Re: Simple Investment Question Part II

Re: investing savings for home down payment

Re: Simple Investment Question Part II

Re: How about another Debt is Killing me post?

investing savings for home down payment

Re: Simple Investment Question Part II

Re: Simple Investment Question Part I

Re: Simple Investment Question Part II

Re: Simple Investment Question Part I

Simple Investment Question Part I

Simple Investment Question Part II

Re: Dividend/Bond yield arbitrage

Re: How about another Debt is Killing me post?

401K questions

Re: 401k Beneficiary choices (was: Trust as 401(k) Beneficiary)

Re: my inheritance & ubs funds

Re: Dividend/Bond yield arbitrage

Trust as beneifiary of IRA or 401(k)

Re: Dividend/Bond yield arbitrage

Re: Is now the time to switch to Euro-denominated?

Re: 401k Beneficiary choices (was: Trust as 401(k) Beneficiary)

Re: Beware of "10 day right to review" on annuity contracts

Re: my inheritance & ubs funds

Re: 457 Plan? Equity-Indexed Annuity or Mutual Fund?

Re: my inheritance & ubs funds

Re: 401k Beneficiary choices (was: Trust as 401(k) Beneficiary)

Re: How about another Debt is Killing me post?

Re: 401k Beneficiary choices (was: Trust as 401(k) Beneficiary)

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Beware of "10 day right to review" on annuity contracts

Re: my inheritance & ubs funds

Re: 457 Plan? Equity-Indexed Annuity or Mutual Fund?

Re: Beware of "10 day right to review" on annuity contracts

Re: How about another Debt is Killing me post?

Re: IRA to buy real estate

Re: How about another Debt is Killing me post?

Re: IRA Beneficiary choices (was: Trust as 401(k) Beneficiary)

Re: my inheritance & ubs funds

Re: IRA Beneficiary choices (was: Trust as 401(k) Beneficiary)

Re: How about another Debt is Killing me post?

Posting to misc.invest.financial-plan

Re: How about another Debt is Killing me post?

Re: IRA to buy real estate

Re: Beware of "10 day right to review" on annuity contracts

Re: Live Free

Re: astrological prediction for markets?

Re: 457 Plan? Equity-Indexed Annuity or Mutual Fund?

Re: How about another Debt is Killing me post?

Re: 457 Plan? Equity-Indexed Annuity or Mutual Fund?

Re: How about another Debt is Killing me post?

Re: Margin brokerage accounts unwise?

Re: Stock Dividend Growth Question

Re: Firstrade Brokerage

Re: How about another Debt is Killing me post?

Re: Stock Dividend Growth Question

Re: How about another Debt is Killing me post?

Re: Margin brokerage accounts unwise?

Re: How about another Debt is Killing me post?

Re: my inheritance & ubs funds

Re: How about another Debt is Killing me post?

Re: Firstrade Brokerage

Re: astrological prediction for markets?

astrological prediction for markets?

Re: 457 Plan? Equity-Indexed Annuity or Mutual Fund?

Dividend/Bond yield arbitrage

Re: IRA to buy real estate

Re: my inheritance & ubs funds

Re: IRA to buy real estate

Re: How about another Debt is Killing me post?

Re: Stock Dividend Growth Question

457 Plan? Equity-Indexed Annuity or Mutual Fund?

Re: Stock Dividend Growth Question

Re: Trust as 401(k) Beneficiary.

Stock Dividend Growth Question

Re: Margin brokerage accounts unwise?

Re: Trust as 401(k) Beneficiary.

Re: Margin brokerage accounts unwise?

Re: Beware of "10 day right to review" on annuity contracts

Re: Trust as 401(k) Beneficiary.

Re: my inheritance & ubs funds

Re: Matching catch-up contribution?

Margin brokerage accounts unwise?

Re: Beware of "10 day right to review" on annuity contracts

Beware of "10 day right to review" on annuity contracts

Re: Trust as 401(k) Beneficiary.

Re: my inheritance & ubs funds

Trust as 401(k) Beneficiary.

Re: Live Free

CCH TAX NEWS for February 1, 2005

Re: Live Free

CCH TAX NEWS for January 31, 2005

Re: How to better align an advisor's interests with their customer'sinterests?

Febuary LIVE (free) WEBCAST - 1 CPE Credit

Re: How to better align an advisor's interests with their customer'sinterests?

Re: Live Free

Re: I don't understand current wisdom on investing

Re: my inheritance & ubs funds

Re: Live Free

Re: I don't understand current wisdom on investing

Re: Live Free

Live Free

Re: Estate tax value of survivor annuity

Re: I don't understand current wisdom on investing

I don't understand current wisdom on investing

Re: my inheritance & ubs funds

my inheritance & ubs funds

Re: Estate tax value of survivor annuity

Re: calculator

calculator

Re: How to better align an advisor's interests with their customer's interests?

Re: online money manager sites?

Matching catch-up contribution?

Re: How to better align an advisor's interests with their customer'sinterests?

Re: How to better align an advisor's interests with their customer's

Re: Problems with financial planning

Re: How to better align an advisor's interests with their customer's

Re: How to better align an advisor's interests with their customer's interests?

Re: Problems with financial planning

Re: How to better align an advisor's interests with their customer's

Re: Problems with financial planning

CCH TAX NEWS for January 26, 2005

CCH TAX NEWS for January 27, 2005

Re: How to better align an advisor's interests with their customer's

Re: Problems with financial planning

Re: How to better align an advisor's interests with their customer's interests?

Re: 401k match vs 10% penalty for early withdrawl

Re: Fiscal year for 401k

Re: 401k match vs 10% penalty for early withdrawl

How to better align an advisor's interests with their customer's

Re: Interest Only Mortgage Loan

Re: Problems with financial planning

Re: Fiscal year for 401k

Fiscal year for 401k

Waddell Reed Securities Violation

Re: Problems with financial planning

Posting to misc.invest.financial-plan

Re: Problems with financial planning

CCH TAX NEWS for January 25, 2005

Re: Fear Of Private Social Security

Re: 401k match vs 10% penalty for early withdrawl

Re: Problems with financial planning

Re: Need help with loan

Re: Problems with financial planning

Re: 401k match vs 10% penalty for early withdrawl

Re: Problems with financial planning

Re: Interest Only Mortgage Loan

Re: 401k match vs 10% penalty for early withdrawl

Re: Interest Only Mortgage Loan

401k match vs 10% penalty for early withdrawl

Modify living trust?

Re: Problems with financial planning

Interest Only Mortgage Loan

Re: What's the best way to invest $50k, $100k, or $200k?

Problems with financial planning

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Need help with loan

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Need help with loan

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Need help with loan

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Need help with loan

CCH TAX NEWS for January 24, 2005

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Need help with loan

Need help with loan

Re: What's the best way to invest $50k, $100k, or $200k?

Re: 401k contributions to old job where still employed

401k contributions to old job where still employed

Re: Fear Of Private Social Security

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Early retirement now

Re: Pref'd Stock Dip in May, 2004?

Re: Bi-weekly Mortgage payments worthwhile?

Re: Pref'd Stock Dip in May, 2004?

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Pref'd Stock Dip in May, 2004?

Re: What's the best way to invest $50k, $100k, or $200k?

Re: Bi-weekly Mortgage payments worthwhile?

Re: Pref'd Stock Dip in May, 2004?

Re: Bi-weekly Mortgage payments worthwhile?

What's the best way to invest $50k, $100k, or $200k?

Re: Pref'd Stock Dip in May, 2004?

Re: Safety and reasonable return

Re: Bi-weekly Mortgage payments worthwhile?

Re: Svaings comparison tables

Re: EE Savings Bond Question

EE Savings Bond Question

Re: Safety and reasonable return

Re: Svaings comparison tables

CCH TAX NEWS for January 21, 2005

Re: Safety and reasonable return

Re: Pref'd Stock Dip in May, 2004?

Re: Report: Index Funds Beat Active Managers again for '04

Re: Pref'd Stock Dip in May, 2004?

Re: How to borrow from Japan?

Report: Index Funds Beat Active Managers again for '04

Pref'd Stock Dip in May, 2004?

CCH TAX NEWS for January 20, 2005

Re: Safety and reasonable return

Re: A State Income Tax Query

Re: Safety and reasonable return

Re: Fidelity's SimpleStart IRA

Re: Safety and reasonable return

Re: Fidelity's SimpleStart IRA

Safety and reasonable return

Re: Rating Banks

Re: Fidelity's SimpleStart IRA

CCH TAX NEWS for January 19, 2005

International Investing...

Re: Probate Costs of an Estate

Re: Investment Property in Walt Disney World, Orlando

Re: Fidelity's SimpleStart IRA

Re: A State Income Tax Query

Re: raising fico score

Re: A State Income Tax Query

How to borrow from Japan?

Re: Fidelity's SimpleStart IRA

CCH TAX NEWS for January 18, 2005

Re: A State Income Tax Query

Re: raising fico score

Re: Fidelity's SimpleStart IRA

Re: raising fico score

Re: My "financial" plan...

Re: Fidelity's SimpleStart IRA

Re: My "financial" plan...

Re: A State Income Tax Query

Re: pay in mortgage vs. invest in ira

A State Income Tax Query

Re: My "financial" plan...

Posting to misc.invest.financial-plan

Re: I need a plan

My "financial" plan...

Re: Credit score

Re: online money manager sites?

Re: I need a plan

Re: Quick question about VUL's

Re: Credit score

online money manager sites?

Re: new car in cash or double the house payment?

Re: Quick question about VUL's

Re: Credit score

Re: new car in cash or double the house payment?

Re: I need a plan

Re: new car in cash or double the house payment?

Re: I need a plan

I need a plan

Re: new car in cash or double the house payment?

Re: Credit score

CCH TAX NEWS for January 14, 2005

Re: pay in mortgage vs. invest in ira

Re: Quick question about VUL's

Re: new car in cash or double the house payment?

Re: pay in mortgage vs. invest in ira

Re: Quick question about VUL's

Re: Stable future for children with special needs

Re: new car in cash or double the house payment?

Re: Quick question about VUL's

Re: new car in cash or double the house payment?

Re: Quick question about VUL's

Re: Stable future for children with special needs

Re: new car in cash or double the house payment?

Re: Quick question about VUL's

Re: Credit score

Re: pay in mortgage vs. invest in ira

Re: Quick question about VUL's

Re: Stable future for children with special needs

Re: new car in cash or double the house payment?

Re: Credit score

Re: Quick question about VUL's

Re: pay in mortgage vs. invest in ira

Re: Quick question about VUL's

Re: new car in cash or double the house payment?

Re: Retirement Plan

Quick question about VUL's

Re: new car in cash or double the house payment?

Re: pay in mortgage vs. invest in ira

Re: Retirement Plan

CCH TAX NEWS for January 13, 2005

Re: Stable future for children with special needs

Re: new car in cash or double the house payment?

Re: Retirement Plan

Re: Refinancing advice

Probate Costs of an Estate

Re: Stable future for children with special needs