misc.invest.financial-plan posts index

Go To Mortgage 101

pay in mortgage vs. invest in ira

Re: Retirement Plan

Re: Stable future for children with special needs

Re: Retirement Plan

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

Re: Retirement Plan

Re: Stable future for children with special needs

Re: Personal finance software

Re: Retirement Plan

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

Stable future for children with special needs

Re: Retirement Plan

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

CCH TAX NEWS for January 12, 2005

Re: Roth IRA

Re: Where is the catch in a cash accumulation program?

new car in cash or double the house payment?

Re: Retirement Plan (you can take back ROTH contributions any time

Retirement Plan

Re: Roth IRA

Re: Bypass Trust Funding With Both Spouses Non-Retirement Assets

Re: Roth IRA

Re: Where is the catch in a cash accumulation program?

Re: Buy Now or Later

Re: Refinancing advice

Refinancing advice

Re: Roth IRA

Re: Where is the catch in a cash accumulation program?

Re: Credit score

Re: Bypass Trust Funding With Both Spouses Non-Retirement Assets

Buy Now or Later

Re: Credit score

Re: Bypass Trust Funding With Both Spouses Non-Retirement Assets

Re: Another question on Tsunami donations

Bypass Trust Funding With Both Spouses Non-Retirement Assets

Re: CD Return Rate

Re: Another question on Tsunami donations

Another question on Tsunami donations

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

Re: CD Return Rate

Re: 401(k) investment allocation

Re: Still Time to Plan on Deduction for LAST YEAR - TSUNAMI DONATIONS

Re: CD Return Rate

Re: 401(k) investment allocation

Re: Where is the catch in a cash accumulation program?

Re: Roth IRA

Re: Personal finance software

Re: CD Return Rate

Re: Where is the catch in a cash accumulation program?

Re: Fear Of Private Social Security

Re: Assisted Living Retiree Investment Help

Re: Credit score

Re: CD Return Rate

Re: Assisted Living Retiree Investment Help

CD Return Rate

Re: Assisted Living Retiree Investment Help

Re: Credit score

Assisted Living Retiree Investment Help

Re: Credit score

Re: GE 401k rollover period is too long..what to do next?

Re: Credit score

Re: GE 401k rollover period is too long..what to do next?

Re: Credit score

Re: Where is the catch in a cash accumulation program?

GE 401k rollover period is too long..what to do next?

Re: Fear Of Private Social Security

Re: Credit score

Re: First time home buyer questions

Credit score

Re: 401(k) investment allocation

Re: Roth Conversion Rule of Thumb?

Re: Fear Of Private Social Security

Re: 401(k) investment allocation

Re: index fund on nasdaq

Re: Fear Of Private Social Security

Re: Where is the catch in a cash accumulation program?

Re: Roth Conversion Rule of Thumb?

Re: 401(k) investment allocation

401(k) investment allocation

Re: Retirement investment advice wanted

Re: First time home buyer questions

Re: Retirement investment advice wanted

Re: mutual fund NAV question (vanguard vs fidelity)

Re: Retirement investment advice wanted

Re: First time home buyer questions

Re: Beneficiary of my mothers retirement account

Re: Retirement investment advice wanted

Re: Beneficiary of my mothers retirement account

Re: Retirement investment advice wanted

Re: First time home buyer questions

Re: Financial Aid help!!!

Re: Beneficiary of my mothers retirement account

Re: First time home buyer questions

Beneficiary of my mothers retirement account

Re: mutual fund NAV question (vanguard vs fidelity)

Re: First time home buyer questions

Re: Correlation Coefficients

Re: Fired...disclose during job interview??

Financial Aid help!!!

Re: Correlation Coefficients

Correlation Coefficients

Re: mutual fund NAV question (vanguard vs fidelity)

mutual fund NAV question (vanguard vs fidelity)

First time home buyer questions

Re: credit card debt help

Re: keeping cash on hand for emergency

Re: Fear Of Private Social Security

Re: credit card debt help

Re: Fear Of Private Social Security

Re: credit card debt help

Re: Fear Of Private Social Security

Fired...disclose during job interview??

Re: Fear Of Private Social Security

Re: index fund on nasdaq

Re: Fear Of Private Social Security

Re: index fund on nasdaq

Re: Fear Of Private Social Security

Re: index fund on nasdaq

Re: Fear Of Private Social Security

index fund on nasdaq

Re: Fear Of Private Social Security

Re: What is with the Ownership Society?

Re: Fear Of Private Social Security

Re: What is with the Ownership Society?

Re: Fear Of Private Social Security

Re: mortgage against 401k

Tracking personal finances - Quicken Credit Card alternatives? Quicken alternatives?

mortgage against 401k

Re: Place to Park Corporate Money

Re: Fear Of Private Social Security

Re: Roth Conversion Rule of Thumb?

Re: Fear Of Private Social Security

Re: credit card debt help

Re: Roth Conversion Rule of Thumb?

Re: Fear Of Private Social Security

Re: Will or Trust ?

Re: credit card debt help

Re: Fear Of Private Social Security

Re: What is with the Ownership Society?

Re: Roth Conversion Rule of Thumb?

Re: Fear Of Private Social Security

Re: Long-Term Bond Mutual Fund(s) for Income

Re: Fear Of Private Social Security

Fear Of Private Social Security

Re: credit card debt help

Re: Roth Conversion Rule of Thumb?

Re: Long-Term Bond Mutual Fund(s) for Income

Re: So why bonds

Re: Roth Conversion Rule of Thumb?

Re: So why bonds

Re: Roth Conversion Rule of Thumb?

Re: Long-Term Bond Mutual Fund(s) for Income

Re: What is with the Ownership Society?

Re: credit card debt help

Re: Roth Conversion Rule of Thumb?

Re: What is with the Ownership Society?

Re: Roth Conversion Rule of Thumb?

Re: Long-Term Bond Mutual Fund(s) for Income

Re: Asset Class Data

Re: Roth Conversion Rule of Thumb?

What is with the Ownership Society?

Re: So why bonds

Re: Long-Term Bond Mutual Fund(s) for Income

Re: Roth Conversion Rule of Thumb?

Re: Long-Term Bond Mutual Fund(s) for Income

Re: So why bonds

Re: Long-Term Bond Mutual Fund(s) for Income

Re: So why bonds

Re: Long-Term Bond Mutual Fund(s) for Income

So why bonds

Re: Roth Conversion Rule of Thumb?

Re: Retirement investment advice wanted

Re: Roth Conversion Rule of Thumb?

Re: Retirement investment advice wanted

Re: Roth Conversion Rule of Thumb?

Long-Term Bond Mutual Fund(s) for Income

Re: Roth Conversion Rule of Thumb?

Posting to misc.invest.financial-plan

Re: Roth Conversion Rule of Thumb?

Re: Mortgage payoff for retirement or not?

Re: Money market accounts

Re: Roth Conversion Rule of Thumb?

Re: Asset Class Data

Re: Roth Conversion Rule of Thumb?

Re: Asset Class Data

Re: Speaking of Roths...

Speaking of Roths...

Re: Roth Conversion Rule of Thumb?

Re: pre-tax vs. after tax 401k contribution

Re: IRA Withdrawl Rules

Re: Roth Conversion Rule of Thumb?

Re: Are IRA and employer's 401(k) mutually indenpendent?

Re: Asset Class Data

Re: Roth Conversion Rule of Thumb?

Re: Asset Class Data

Re: Retirement investment advice wanted

Re: Rebalancing Question

Re: pre-tax vs. after tax 401k contribution

Re: Rebalancing portfolio and bonds,REIT

Re: CD's---3 mo. vs 6 mo. vs 1 year?

Re: Rebalancing portfolio and bonds,REIT

Re: Rebalancing Question

Re: Retirement investment advice wanted

Re: Roth Conversion Rule of Thumb?

Are IRA and employer's 401(k) mutually indenpendent?

Re: Retirement investment advice wanted

Re: CD's---3 mo. vs 6 mo. vs 1 year?

Re: IRA Withdrawl Rules

Re: Rebalancing portfolio and bonds,REIT

Re: Roth Conversion Rule of Thumb?

Re: Rebalancing portfolio and bonds,REIT

Re: Asset Class Data

Re: Rebalancing portfolio and bonds,REIT

Re: Roth Conversion Rule of Thumb?

Re: pre-tax vs. after tax 401k contribution

Re: Roth Conversion Rule of Thumb?

CD's---3 mo. vs 6 mo. vs 1 year?

Re: Asset Class Data

Re: Roth Conversion Rule of Thumb?

Re: Need Low-Cost Defined Benefit Plan or other deduction

Re: pre-tax vs. after tax 401k contribution

Re: Roth Conversion Rule of Thumb?

Rebalancing portfolio and bonds,REIT

Re: pre-tax vs. after tax 401k contribution

Re: Can I put 403(b) money into I-bonds?

Re: Roth Conversion Rule of Thumb?

Re: Need Low-Cost Defined Benefit Plan or other deduction

Re: Can I put 403(b) money into I-bonds?

Re: Investment account for 9 month old child

Re: Can I put 403(b) money into I-bonds?

Roth Conversion Rule of Thumb?

Re: Need Low-Cost Defined Benefit Plan or other deduction

Re: Can I put 403(b) money into I-bonds?

Re: Investment account for 9 month old child

Best way to find a great deal on a mortgage?

Need Low-Cost Defined Benefit Plan or other deduction

Re: Investment account for 9 month old child

Re: Any down side to canceling credit cards ?

Re: Can I put 403(b) money into I-bonds?

Re: retirement planning

Re: Investment account for 9 month old child

Re: Can I put 403(b) money into I-bonds?

Re: Investment account for 9 month old child

Re: pre-tax vs. after tax 401k contribution

Re: Can I put 403(b) money into I-bonds?

Re: new at this

Re: Can I put 403(b) money into I-bonds?

pre-tax vs. after tax 401k contribution

Re: Can I put 403(b) money into I-bonds?

Can I put 403(b) money into I-bonds?

Re: IRA Withdrawl Rules

Re: Investment account for 9 month old child

Re: Retirement investment advice wanted

new at this

Re: Investment account for 9 month old child

Re: Retirement investment advice wanted

Section 415 Limits question

Re: formula for withdrawal rate

Re: Any down side to canceling credit cards ?

Re: IRA Withdrawl Rules

Re: Retirement investment advice wanted

Investment account for 9 month old child

Re: Retirement investment advice wanted

Re: formula for withdrawal rate

Re: Retirement investment advice wanted

Re: formula for withdrawal rate

Re: Asset Class Data

IRA Withdrawl Rules

Retirement investment advice wanted

Section 415 Limits question

Re: Any down side to canceling credit cards ?

Re: Personal finance software

Free advice vs. financial planners...

Re: Personal finance software

Re: Any down side to canceling credit cards ?

Re: Personal finance software

Re: formula for withdrawal rate

Any down side to canceling credit cards ?

Re: ADR currency effect

Re: Estate Planning

ADR currency effect

Posting to misc.invest.financial-plan

Re: Asset Class Data

Re: Ideas for student going into investing?

formula for withdrawal rate

Re: Asset Class Data

Re: Estate Planning

Re: Personal finance software

Re: Estate Planning

Re: Load vs No-load Mutual Fund Managers

Re: Health care fund

Re: Load vs No-load Mutual Fund Managers

Re: Asset Class Data

Re: Health care fund

Re: solution for unexpected pension

Re: Asset Class Data

Re: Load vs No-load Mutual Fund Managers

Re: Health care fund

Re: Estate Planning

Re: Load vs No-load Mutual Fund Managers

Re: Estate Planning

Ideas for student going into investing?

Re: Estate Planning

Re: Load vs No-load Mutual Fund Managers

Re: Estate Planning

Re: Load vs No-load Mutual Fund Managers

Estate Planning

Re: Health care fund

Re: Asset Class Data

Re: solution for unexpected pension

Re: Health care fund

Re: Will or Trust ?

Re: Asset Class Data

Re: Load vs No-load Mutual Fund Managers

Re: Health care fund

Re: Load vs No-load Mutual Fund Managers

Re: Health care fund

Maximum retirement contributions

Re: 401(k) asset alloc. question

Re: Asset Class Data

Re: Will or Trust ?

Re: Health care fund

Re: 401(k) asset alloc. question

Re: balancing gains and losses at year end

Will or Trust ?

Re: 401(k) asset alloc. question

Re: Asset Class Data

Health care fund

Re: balancing gains and losses at year end

Re: Load vs No-load Mutual Fund Managers

Re: balancing gains and losses at year end

Re: Books of Martin D Weiss, PhD --anyone else read them?

Re: Asset Class Data

Re: Load vs No-load Mutual Fund Managers

balancing gains and losses at year end

Asset Class Data

Chart comparisons

Re: Load vs No-load Mutual Fund Managers

Re: Load vs No-load Mutual Funds

Books of Martin D Weiss, PhD --anyone else read them?

Re: Load vs No-load Mutual Funds

Re: Personal finance software

Re: Load vs No-load Mutual Funds

Posting to misc.invest.financial-plan

Re: License requirements for interstate group health sales?

Re: Load vs No-load Mutual Funds

Re: Investing in Euros? - Your response appreciated

Re: 2nd Mortage vs Credit Card

Re: raising fico score

Re: Load vs No-load Mutual Funds

License requirements for interstate group health sales?

Re: Load vs No-load Mutual Funds

Re: Free advice vs. financial planners...

2nd Mortage vs Credit Card

Re: raising fico score

Re: Load vs No-load Mutual Funds

Re: Rate and yield in i-bonds

Re: Load vs No-load Mutual Funds

Re: Personal finance software

Re: Load vs No-load Mutual Funds

Re: Rate and yield in i-bonds

Re: Load vs No-load Mutual Funds

Rate and yield in i-bonds

Re: Load vs No-load Mutual Funds

Re: raising fico score

Re: Load vs No-load Mutual Funds

Re: raising fico score

Looking for American Bank for Slovak Mortgage

Re: keeping cash on hand for emergency

Re: Load vs No-load Mutual Funds

Re: offset capital gains with loss

Re: Load vs No-load Mutual Funds

Re: keeping cash on hand for emergency

Load vs No-load Mutual Funds

offset capital gains with loss

Re: Fidelity Portfolio Advisory Services?

Looking for American bank for Slovak mortgage

Re: Personal finance software

Re: IRA Questions

Re: Free advice vs. financial planners...

Re: Fidelity Portfolio Advisory Services?

Re: American Express Financial Services

Re: Free advice vs. financial planners...

Re: Personal finance software

Re: Free advice vs. financial planners...

Personal finance software

Re: Free advice vs. financial planners...

Re: Using other people's money to lead a good life AND generate equity...

Re: Free advice vs. financial planners...

Re: Fidelity Portfolio Advisory Services?

Re: IBM Pension Change

Re: Free advice vs. financial planners...

Re: Using other people's money to lead a good life AND generate

Re: Using other people's money to lead a good life AND generate equity...

Free advice vs. financial planners...

Using other people's money to lead a good life AND generate equity...

Re: Is this good or bad?

Re: Annual Credit Report

Re: Effect on Credit Score - 0 APR Cards

Re: IRA Questions

IRA Questions

Re: Is this good or bad?

Re: IBM Pension Change

Re: Is this good or bad?

Re: IBM Pension Change

Re: Is this good or bad?

Re: keeping cash on hand for emergency

Re: Optimum Mortgate Payout Timeframe

Re: Is this good or bad?

Re: keeping cash on hand for emergency

IBM Pension Change

Is this good or bad?

keeping cash on hand for emergency

Optimum Mortgate Payout Timeframe

Re: Investing in Euros? - Your response appreciated

Re: Variable Universal Life Insurance for 8 yo child

Re: Brokering/buying Promissory Notes

Re: Variable Universal Life Insurance for 8 yo child

Re: Roth IRA: Multiple Custodians?

Brokering/buying Promissory Notes

Re: Investing with borrowed money

Re: Variable Universal Life Insurance for 8 yo child

Re: Roth IRA: Multiple Custodians?

Re: Variable Universal Life Insurance for 8 yo child

Re: Roth IRA: Multiple Custodians?

Roth IRA: Multiple Custodians?

Re: Variable Universal Life Insurance for 8 yo child

Re: phased retirement and pension benefits

Re: Variable Universal Life Insurance for 8 yo child

Re: Retirement planning at the last minute. Thanks for any help.

Variable Universal Life Insurance for 8 yo child

Re: College Fund

Re: Annual Credit Report

Re: Fidelity Portfolio Advisory Services?

Retirement planning at the last minute. Thanks for any help.

phased retirement and pension benefits

Re: Fidelity Portfolio Advisory Services?

Re: Investing in Euros? - Your response appreciated

Re: Better way to borrow? Renegotiate mortgage or equity line of credit??

Better way to borrow? Renegotiate mortgage or equity line of credit??

Policy on trimming posts

Re: raising fico score

Posting to misc.invest.financial-plan

Re: 401k Rollover - Short Term Redemption Charge

Re: raising fico score

Re: Fidelity Portfolio Advisory Services?

401k Rollover - Short Term Redemption Charge

Re: Investing in Euros? - Your response appreciated

Fidelity Portfolio Advisory Services?

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Early retirement now

Re: Annual Credit Report

Re: Newbie needs help -- house-buying decision

Re: Early retirement now

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Annual Credit Report

Re: Newbie needs help -- house-buying decision

Re: Early retirement now

Newbie needs help -- house-buying decision

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

OT - more about message formatting (Re: Early retirement now)

Re: Need Help Choosing Fidelity Funds

Annual Credit Report

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Life Insurance for 11 year old daughter

Re: raising fico score

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Need Help Choosing Fidelity Funds

raising fico score

Re: Early retirement now

Re: Investing in Euros?

Re: Early retirement now

Investing in Euros?

When do POSITIVE entries drop off from credit reports?

Re: Is this allowed?

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Need Help Choosing Fidelity Funds

Is this allowed?

bias towards magazine advertisers in mutual fund recommendations

Re: Retirement savings for the itinerant

Re: Need Help Choosing Fidelity Funds

Re: Bob Brinker's Moneytalk

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Need Help Choosing Fidelity Funds

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: How risky is a life insurance company?

Re: Need Help Choosing Fidelity Funds

Re: Bob Brinker's Moneytalk

Re: Need Help Choosing Fidelity Funds

Re: How risky is a life insurance company?

Re: Need Help Choosing Fidelity Funds

Re: How risky is a life insurance company?

How risky is a life insurance company?

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Need Help Choosing Fidelity Funds

Re: Chosing Financial Advisors?

Need Help Choosing Fidelity Funds

Re: Recommendation for contact management software program?

Re: invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Bob Brinker's Moneytalk

invest in 401k, Roth IRA, and SEP-IRA all at the same time

Re: Bob Brinker's Moneytalk

Re: American Express Financial Services

Re: Long-term Investment calculation

Policy on trimming posts

Re: Early retirement now

Re: Does it make sense to pay off a loan early?

Re: American Express Financial Services

Recommendation for contact management software program?

Re: Does it make sense to pay off a loan early?

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

Re: Does it make sense to pay off a loan early?

Re: American Express Financial Services

Re: Does it make sense to pay off a loan early?

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

Re: Does it make sense to pay off a loan early?

Investment in chinese currency via Everbank deposit account

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

Re: Doubts about financial advices about saving and investing, paying

Re: Mortgage prinicipal payment?

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

Re: Long-term Investment calculation

Re: SEP-IRA withdrawal to erase debt?!?

Re: Does it make sense to pay off a loan early?

Re: American Express Financial Services

Re: Bob Brinker's Moneytalk

Re: Does it make sense to pay off a loan early?

Re: SEP-IRA withdrawal to erase debt?!?

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

Re: SPDR vs. I-Shares

Re: Does it make sense to pay off a loan early?

Re: SEP-IRA withdrawal to erase debt?!?

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

Re: Does it make sense to pay off a loan early?

Re: SEP-IRA withdrawal to erase debt?!?

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

Re: Does it make sense to pay off a loan early?

Re: SEP-IRA withdrawal to erase debt?!?

Re: Does it make sense to pay off a loan early?

SEP-IRA withdrawal to erase debt?!?

Re: Does it make sense to pay off a loan early?

Does it make sense to pay off a loan early?

Re: Early retirement now

Re: Where to look data for asset allocation

Re: Tax-Advantaged Gift Question

Re: study on mutual fund trading costs

SPDR vs. I-Shares

Re: 401k rollover to variable annuity

Re: Early retirement now

Re: Immediate Annuity Income Relation to Long Term Interest Rates?

Re: Home buying - homeprice.net

Re: Immediate Annuity Income Relation to Long Term Interest Rates?

Re: Where to look data for asset allocation

Where to look data for asset allocation

Re: Early retirement now

Re: Home buying - homeprice.net

Early retirement now

Re: Trimming posts

Re: Retirement Planning Advice

Trimming posts

Re: Immediate Annuity Income Relation to Long Term Interest Rates?

Re: Taxable vs. TF - which rate?

Re: Immediate Annuity Income Relation to Long Term Interest Rates?

Re: Paying for large ticket items through a mutual fund.

Re: how to get status on frozen 401K

Re: Immediate Annuity Income Relation to Long Term Interest Rates?

Re: Long Term Care Insurance

Re: Tax-Advantaged Gift Question

Re: Immediate Annuity Income Relation to Long Term Interest Rates?

Re: Taxable vs. TF - which rate?

Re: forced 401K transfer to variable annuity

Re: Immediate Annuity Income Relation to Long Term Interest Rates?

Re: how to get status on frozen 401K

Re: Taxable vs. TF - which rate?

Re: Long Term Care Insurance

Re: Immediate Annuity Income Relation to Long Term Interest Rates?

Immediate Annuity Income Relation to Long Term Interest Rates?

Re: Long Term Care Insurance

Re: forced 401K transfer to variable annuity

Re: short-term or long-term, gain or loss?

Long Term Care Insurance

short-term or long-term, gain or loss?

Re: Taxable vs. TF - which rate?

Re: Tax-Advantaged Gift Question

Taxable vs. TF - which rate?

Re: Lottery Winner!!!

Re: Question

Re: how to get status on frozen 401K

how to get status on frozen 401K

Re: forced 401K transfer to variable annuity

Re: Tax-Advantaged Gift Question

forced 401K transfer to variable annuity

College Savings Plan

Re: Tax-Advantaged Gift Question

Re: CFP - where to earn the certificate

Re: Life Insurance for 11 year old daughter

Re: IRA Withdrawals Question

Re: Home buying - homeprice.net

Re: I bond interest rate applied?

Re: IRA Withdrawals Question

Re: Life Insurance for 11 year old daughter

I bond interest rate applied?

Re: Life Insurance for 11 year old daughter

Re: IRA Withdrawals Question

Re: Life Insurance for 11 year old daughter

Re: Question

Re: Home buying - homeprice.net

Re: Which banks can loan only cash?.

Re: Life Insurance for 11 year old daughter

Re: Please advise me on how to reach CFP certification

Re: Life Insurance for 11 year old daughter

Re: Please advise me on how to reach CFP certification

Life Insurance for 11 year old daughter

Re: financial planner's recommendation

Posting to misc.invest.financial-plan

Home buying - homeprice.net

Re: financial planner's recommendation

Re: Who can be a quant? And what's the best path to get there?

Re: financial planner's recommendation

Re: Please advise me on how to reach CFP certification

Re: financial planner's recommendation

financial planner's recommendation

Re: Mortgage payoff for retirement or not?

Re: IRA Withdrawals Question

Re: Mortgage payoff for retirement or not?

Re: 401k rollover to variable annuity

Re: IRA Withdrawals Question

IRA Withdrawals Question

Re: 401k

401k

Re: 401k rollover to variable annuity

Re: Mortgage payoff for retirement or not?

Who can be a quant? And what's the best path to get there?

Re: Mortgage payoff for retirement or not?

Re: 401k rollover to variable annuity

Re: Please advise me on how to reach CFP certification

Re: 401k rollover to variable annuity

Re: Mortgage payoff for retirement or not?

Re: 401k rollover to variable annuity

Re: Please advise me on how to reach CFP certification

Re: 401k rollover to variable annuity

Re: Please advise me on how to reach CFP certification

Re: 401k rollover to variable annuity

Re: Mortgage payoff for retirement or not?

Re: 401k when company is sold

Re: Swap cash and securities in IRA?

Re: Mortgage payoff for retirement or not?

Re: 401k when company is sold

401k when company is sold

Re: Swap cash and securities in IRA?

Re: Pay down mortgage or invest?

Re: Mortgage payoff for retirement or not?

Re: Please advise me on how to reach CFP certification

Re: Swap cash and securities in IRA?

Re: Lots of Cash But Can't Move Up (Out?)

Re: Mortgage payoff for retirement or not?

Re: Retirement Planning Advice

Re: Pay down mortgage or invest?

Swap cash and securities in IRA?

Posting to misc.invest.financial-plan

Trimming posts

Re: Lots of Cash But Can't Move Up (Out?)

Re: How do I make money on stocks??

Re: Pay down mortgage or invest?

Re: Retirement Planning Advice

Re: How do I make money on stocks??

Re: Lots of Cash But Can't Move Up (Out?)

Lots of Cash But Can't Move Up (Out?)

Re: Mortgage payoff for retirement or not?

Re: How do I make money on stocks??

Re: Pay down mortgage or invest?

Pay down mortgage or invest?

Re: How do I make money on stocks??

Re: Mortgage payoff for retirement or not?

Re: How do I make money on stocks??

Re: Mortgage payoff for retirement or not?

Re: How do I make money on stocks??

buying shares "just before" a distribution

Re: How do I make money on stocks??

How do I make money on stocks??

Re: Retirement Planning Advice

Re: What is the best withdrawal strategy?

question on paying off loan

Re: What is the best withdrawal strategy?

Re: Mortgage payoff for retirement or not?

Re: How to change 401K mutual funds held with Smith Barney?

What is the best withdrawal strategy?

Re: seeking recommendations

Re: Mortgage payoff for retirement or not?

Re: seeking recommendations

Re: Mortgage payoff for retirement or not?

Re: seeking recommendations

Retirement Planning Advice

Re: seeking recommendations

seeking recommendations

Re: Junk ("hi-yield") bond mutual funds....is now a bad time?

Re: Investing in munis while rates are rising

Re: Junk ("hi-yield") bond mutual funds....is now a bad time?

Re: Mortgage Payment -- Paying in Advance

Re: How to change 401K mutual funds held with Smith Barney?

Re: Junk ("hi-yield") bond mutual funds....is now a bad time?

Posting to misc.invest.financial-plan

Re: Taxes explained

Re: Banking without a bank

Re: Junk ("hi-yield") bond mutual funds....is now a bad time?

Junk ("hi-yield") bond mutual funds....is now a bad time?

Comparison of the Investment Companies

Re: Investing in munis while rates are rising

Re: Taxes explained

Re: Investing in munis while rates are rising

Re: Mortgage payoff for retirement or not?

Re: House Buying Question?

Re: Scholarship for relative

Re: Taxes explained

Re: Mortgage payoff for retirement or not?

Re: Taxes explained

Re: Understanding Car Loans

Understanding Car Loans

Re: Mortgage payoff for retirement or not?

Re: House Buying Question?

Mortgage payoff for retirement or not?

Re: equity accelerator program... should I bother?

equity accelerator program... should I bother?

Re: Down payment strategy

Re: House Buying Question?

Re: Re: Down payment strategy

Re: Down payment strategy

Re: House Buying Question?

Re: Down payment strategy

House Buying Question?

Re: Down payment strategy

Re: Mortgage Payment -- Paying in Advance

Re: Down payment strategy

Re: Mortgage Payment -- Paying in Advance

Re: Down payment strategy

Down payment strategy

Re: Financial planning for (very) early retirement

Re: Taxes explained

Re: Financial planning for (very) early retirement

Taxes explained

Re: Financial planning for (very) early retirement

Financial planning for (very) early retirement

Posting to misc.invest.financial-plan

Re: Mortgage Payment -- Paying in Advance

Re: Mortgage Payment

Re: Here's one for you.

Re: Mortgage Payment

Re: Scholarship for relative

Mortgage Payment

Re: Here's one for you.

Re: Here's one for you

Re: stock commisions

Re: Here's one for you.

Re: Banking without a bank

Here's one for you.

Re: Home Equity Loan or Refinance? Bad Credit help also...

Home Equity Loan or Refinance? Bad Credit help also...

Re: Banking without a bank

Re: Solo 401k

Re: Banking without a bank

Re: Solo 401k

Solo 401k

Banking without a bank

Re: How to start as a Financial Planner

Re: SEC and State Registration as Investment Adviser (Was: I need

Re: I need a 2nd opinion on the advice of my Financial Advisor. (involves VUL and DI)

SEC and State Registration as Investment Adviser (Was: I need a 2nd opinion)

Re: I need a 2nd opinion on the advice of my Financial Advisor. (involves VUL and DI)

How to start as a Financial Planner

Re: Cost basis for 401(k) employer-matched stock contributions, dividends

Re: Transfer Car Loan to Credit Card

Re: Historic Price

Cost basis for 401(k) employer-matched stock contributions, dividends

Re: I need a 2nd opinion on the advice of my Financial Advisor. (involves VUL and DI)

Re: Historic Price

Re: I need a 2nd opinion on the advice of my Financial Advisor.

Re: I need a 2nd opinion on the advice of my Financial Advisor. (involves VUL and DI)

Re: I need a 2nd opinion on the advice of my Financial Advisor. (in

Re: Alternative Minimum Tax

Re: I need a 2nd opinion on the advice of my Financial Advisor. (involves VUL and DI)

Re: I need a 2nd opinion on the advice of my Financial Advisor.

Re: I need a 2nd opinion on the advice of my Financial Advisor. (involves VUL and DI)

I need a 2nd opinion on the advice of my Financial Advisor. (involves VUL and DI)

Did got the ARM loan because of my credit score

Re: Phishing

Trimming posts

Re: What would you do?

Re: My former employer will not sign papers to relese funds of 401k for rollover.

Re: Advise on which kind of IRA to set up....TIA

Re: My former employer will not sign papers to relese funds of 401k for rollover.

Advise on which kind of IRA to set up....TIA

Re: What would you do?

How would you get real estate ownership out of a small business

Re: mortage interest deduction question

Re: What would you do?

Re: mortage interest deduction question

What would you do?

Re: My former employer will not sign papers to relese funds of 401k for rollover.

Re: mortage interest deduction question

My former employer will not sign papers to relese funds of 401k for rollover.

Re: mortage interest deduction question

mortage interest deduction question

Re: How to track performance of Wilshire 5000?

Re: Is 19 too young to start a Roth IRA?

Re: Current Tax Rates

Re: How to track performance of Wilshire 5000?

How to track performance of Wilshire 5000?

Re: Is 19 too young to start a Roth IRA?

Posting to misc.invest.financial-plan

Re: Is the "Clean Fuels" deduction allowed under the AMT?

Re: Is 19 too young to start a Roth IRA?

Re: Return vs. Expenses (aka index funds v. actively managed)

Re: Insurance agent drives 1982 Chevy pickup truck...

Re: Credit question for widow

Re: Danger of holding SPY or DIA?

Re: Credit question for widow

Re: 401K + Roth plan and brokerage?

Re: Insurance agent drives 1982 Chevy pickup truck...

Re: Return vs. Expenses (aka index funds v. actively managed)

Re: Danger of holding SPY or DIA?

Re: IBM Pension Appeal

Re: Credit question for widow

Re: Danger of holding SPY or DIA?

IBM Pension Appeal

Re: 401K + Roth plan and brokerage?

Re: Is 19 too young to start a Roth IRA?

Re: 401K + Roth plan and brokerage?

Re: Insurance agent drives 1982 Chevy pickup truck...

Re: Is 19 too young to start a Roth IRA?

Re: Need Gifting Ideas for Net Worth of $1,600,000

Is the "Clean Fuels" deduction allowed under the AMT?

Re: Is 19 too young to start a Roth IRA?

Re: 401K + Roth plan and brokerage?

Re: Cash in my 401K?

Re: Is 19 too young to start a Roth IRA?

Re: Reasonable annual withdrawl rates

Re: Is 19 too young to start a Roth IRA?

401K + Roth plan and brokerage?

Re: Is 19 too young to start a Roth IRA?

Insurance agent drives 1982 Chevy pickup truck...

Re: Is 19 too young to start a Roth IRA?

Re: Credit question for widow

Coverdell IRA - Contribution limit and AGI

Re: Is 19 too young to start a Roth IRA?

Re: Danger of holding SPY or DIA?

Re: Is 19 too young to start a Roth IRA?

Re: Bi-weekly Mortgage payments worthwhile?

Re: Cash in my 401K?

Re: Bi-weekly Mortgage payments worthwhile?

Re: Cash in my 401K?

Posting to misc.invest.financial-plan

Cash in my 401K?

Re: Bi-weekly Mortgage payments worthwhile?

Re: Return vs. Expenses

Re: Low Fico, Debt Free - Now what?

Re: Return vs. Expenses

Low Fico, Debt Free - Now what?

Re: Millennium Bank

Re: Transfer Car Loan to Credit Card

Re: Credit question for widow

Transfer Car Loan to Credit Card

Re: Return vs. Expenses

Danger of holding SPY or DIA?

Re: Credit question for widow

Credit question for widow

Re: Return vs. Expenses

Return vs. Expenses

Re: Question on 401k rollover to Roth IRA

Re: Bond Pricing and Face Value?

Re: Need Gifting Ideas for Net Worth of $1,600,000

Federal student loan debt at death

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Question on 401k rollover to Roth IRA

Re: Need Gifting Ideas for Net Worth of $1,600,000

Federal student loan debt at death

Question on 401k rollover to Roth IRA

Re: Reasonable annual withdrawl rates

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Reasonable annual withdrawl rates

Re: Bond Pricing and Face Value?

Re: Reasonable annual withdrawl rates

Bond Pricing and Face Value?

Re: Alternative Minimum Tax

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Bi-weekly Mortgage payments worthwhile?

Re: Alternative Minimum Tax

Re: Bi-weekly Mortgage payments worthwhile?

Bi-weekly Mortgage payments worthwhile?

Re: Reasonable annual withdrawl rates

Re: Efficient Markets (was Re: Need Gifting Ideas for Net Worth of $1,600,000)

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Reasonable annual withdrawl rates

Re: Efficient Markets

Efficient Markets (was Re: Need Gifting Ideas for Net Worth of $1,600,000)

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Alternative Minimum Tax

Re: Reasonable annual withdrawl rates

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Reasonable annual withdrawl rates

Re: Need Gifting Ideas for Net Worth of $1,600,000

Reasonable annual withdrawl rates

Re: Alternative Minimum Tax

re: Phishing...

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Alternative Minimum Tax

Re: Should I increase my line of credit?

Re: Math on 401k Match

Phishing

Alternative Minimum Tax

Algorithm for taking best advantage of predictions?

Re: ING Direct and EverBank

Scwab's Mutual Fund OneSource Select List

Re: Should I increase my line of credit?

Re: Disability Insurance Tax Implications?

Disability Insurance Tax Implications?

Re: Should I increase my line of credit?

Posting to misc.invest.financial-plan

Re: ING Direct and EverBank

Re: Should I increase my line of credit?

Re: sister's credit card debt

Re: Re: sister's credit card debt

Re: sister's credit card debt

Re: Should I increase my line of credit?

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Buying I/EE Bonds

Re: sister's credit card debt

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Math on 401k Match

Floating Rate Income Fund

Re: Moving a 401K

Re: Math on 401k Match

Re: Moving a 401K

Buying car and credit score

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: ING Direct and EverBank

Moving a 401K

Re: Need Gifting Ideas for Net Worth of $1,600,000

Math on 401k Match

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: ING Direct and EverBank

Re: Need Gifting Ideas for Net Worth of $1,600,000

Re: Help with calculator...

Re: Need Gifting Ideas for Net Worth of $1,600,000

international worker in US + 401(k)?

Posting to misc.invest.financial-plan

Re: ING Direct and EverBank

Re: Need Gifting Ideas for Net Worth of $1,600,000

Need Gifting Ideas for Net Worth of $1,600,000

Re: Help with calculator...

Re: Debt Ratio Calculation involving rental property

Debt Ratio Calculation involving rental property

Re: My financial advisor says to buy a Variable Universal Life Insurance Policy (VUL)... Are they thinking in my best interest?

Re: ING Direct and EverBank

Re: expert witness testimony (stocks)

Re: My financial advisor says to buy a Variable Universal Life Insurance Policy (VUL)... Are they thinking in my best interest?

Re: Help with calculator...

Help with calculator...

Re: Merge 401k accounts?

Re: Buying I/EE Bonds

Re: My financial advisor says to buy a Variable Universal Life Insurance Policy (VUL)... Are they thinking in my best interest?

Re: Buying I/EE Bonds

Buying I/EE Bonds

Re: 0% credit card for CD?

Re: expert witness testimony (stocks)

Re: 0% credit card for CD?

529 plans

Re: 0% credit card for CD?

Posting to misc.invest.financial-plan

0% credit card for CD?

Re: expert witness testimony (stocks)

Re: Pay down mortgage or continue with 403B (TSA) or a little of both?

Re: expert witness testimony (stocks)

Pay down mortgage or continue with 403B (TSA) or a little of both?

Re: My financial advisor says to buy a Variable Universal Life Insurance Policy (VUL)... Are they thinking in my best interest?

Re: Millennium Bank

Re: Is Northwestern pulling my leg?

Case study of financial planners using the internet

Re: Millennium Bank

Is Northwestern pulling my leg?

Re: expert witness testimony (stocks)

Re: indenting

Re: Reverse mortgages

Re: indenting

Re: Reverse mortgages

Re: indenting

Re: My financial advisor says to buy a Variable Universal Life Insurance Policy (VUL)... Are they thinking in my best interest?

Re: Reverse mortgages

indenting

Re: expert witness testimony (stocks)

Re: My financial advisor says to buy a Variable Universal Life Insurance Policy (VUL)... Are they thinking in my best interest?

Re: expert witness testimony (stocks)

expert witness testimony (stocks)

Re: My financial advisor says to buy a Variable Universal Life Insurance

Re: Foreign tax question.

Re: My financial advisor says to buy a Variable Universal Life Insurance Policy (VUL)... Are they thinking in my best interest?

Re: Reverse mortgages

Re: My financial advisor says to buy a Variable Universal Life Insurance

Re: Reverse mortgages

My financial advisor says to buy a Variable Universal Life Insurance Policy (VUL)... Are they thinking in my best interest?

Re: Reverse mortgages

Fidelity reduces index fund expense ratios to 0.10%

Re: retirement calculator from Society of Actuaries

Re: Reverse mortgages

Reverse mortgages

retirement calculator from Society of Actuaries

Re: Using Single Premium Whole Life to Reallocate Assets

Re: Insurance companies: A+ or A++ ?

Re: Using Single Premium Whole Life to Reallocate Assets

Re: Personal 401(k) and Company 401(k) Same Year?

Re: Insurance companies: A+ or A++ ?

Re: Best way to hold Gold & Silver

Best way to hold Gold & Silver

Posting to misc.invest.financial-plan

Re: 457 vs. 403(b)

Re: Anyone care to critique my plan?

Personal 401(k) and Company 401(k) Same Year?

Re: 457 vs. 403(b)

Re: Housing price bubble

Re: 457 vs. 403(b)

Re: Housing price bubble

Re: Foreign tax question.

Re: Non-Profit Financial Planner?

Re: 457 vs. 403(b)

Re: Anyone care to critique my plan?

Re: Insurance companies: A+ or A++ ?

Re: 457 vs. 403(b)

Non-Profit Financial Planner?

Re: 457 vs. 403(b)

Re: Foreign tax question.

Re: Variable Universal Life vs. 529 Plan

Housing price bubble

Re: 457 vs. 403(b)

Re: Foreign tax question.

Re: 457 vs. 403(b)

Re: 401(k) strategy if my tax rate will be much higher in retirement?

Re: Insurance companies: A+ or A++ ?

Re: 401(k) strategy if my tax rate will be much higher in retirement?

Re: 457 vs. 403(b)

Re: Insurance companies: A+ or A++ ?

Re: 401(k) strategy if my tax rate will be much higher in retirement?

Re: Anyone care to critique my plan?

Re: Insurance companies: A+ or A++ ?

Insurance companies: A+ or A++ ?

Re: Variable Universal Life vs. 529 Plan

457 vs. 403(b)

Anyone care to critique my plan?

Re: Variable Universal Life vs. 529 Plan

Re: 401(k) strategy if my tax rate will be much higher in retirement?

Re: Variable Universal Life vs. 529 Plan

Variable Universal Life vs. 529 Plan

401(k) strategy if my tax rate will be much higher in retirement?

Re: Newbie questions on bonds

Re: Survivng in a financial industry

Re: Is a MEC similar to both an Annuity and Universal Life Insurance?

Re: Survivng in a financial industry

Re: Please take a look at this regarding rule changes

Re: Survivng in a financial industry

Re: Please take a look at this regarding rule changes

Survivng in a financial industry

Please take a look at this regarding rule changes

Re: 401k distributions

401k distributions

first year adjustment for inflation

Re: Is a MEC similar to both an Annuity and Universal Life Insurance?

Re: Newbie questions on bonds

Is a MEC similar to both an Annuity and Universal Life Insurance?

Re: Found out employer does NOT match my 401k!

Re: IRA Beneficiaries Questions

first year inflation adjustment

Re: Rollover 401(k) to ...? State Farm Mutual Funds

Rollover 401(k) to ...? State Farm Mutual Funds

Re: Found out employer does NOT match my 401k!

IRA Beneficiaries Questions

Re: Gain/loss while employer delays 401(k) transfer?

Re: Found out employer does NOT match my 401k!

Re: Credit related formulas

Re: Age for IRA

Gain/loss while employer delays 401(k) transfer?

Re: Found out employer does NOT match my 401k!

Re: Credit related formulas

Re: Found out employer does NOT match my 401k!

Re: Age for IRA

Re: Credit related formulas

Re: Some basic financial advise needed

Re: Question...

Re: Credit related formulas

Re: Found out employer does NOT match my 401k!

Re: FICO Scores and Credit Card Incentive Plans

Re: Found out employer does NOT match my 401k!

FICO Scores and Credit Card Incentive Plans

Re: Found out employer does NOT match my 401k!

Re: DRiP Question

Found out employer does NOT match my 401k!

Re: Trimming income to trim taxes?

Re: Investing for income?

Re: Question...

Re: Trimming income to trim taxes?

Re: Age for IRA

Re: Any recommendations - Best Money market rates ?

Re: Question...

Re: Any recommendations - Best Money market rates ?

Re: help choose an index fund

Re: Investing for income?

Question...

Re: Zephyr StyleAdvisor and Citigroup Portfolios

Re: Trimming income to trim taxes?

Posting to misc.invest.financial-plan

Trimming income to trim taxes?

Re: Investing for income?

Re: help choose an index fund

Re: Financial advise

Re: Investing for income?

Investing for income?

Re: Got out of debt!

Re: help choose an index fund

Re: Got out of debt!

Re: help choose an index fund

help choose an index fund

Re: Newbie 401(k) question. I am confused ...

Re: Difference between "CREF Equity Index" and "TIAA-CREF Equity

Re: Got out of debt!

Re: Financial advise

Re: Looking for advice

Re: Got out of debt!

Re: Newbie 401(k) question. I am confused ...

Newbie 401(k) question. I am confused ...

Re: Got out of debt!

Difference between "CREF Equity Index" and "TIAA-CREF Equity Index" (TCEIX)

Re: Zephyr StyleAdvisor and Citigroup Portfolios

Financial advise

Re: Some basic financial advise needed

Re: Got out of debt!

Re: Newbie questions on bonds

Got out of debt!

529 Questions

Re: Looking for advice

Re: Effect on Credit Score - 0 APR Cards

Options after loss of 401(k) account

Re: Credit related formulas

Re: Effect on Credit Score - 0 APR Cards

Effect on Credit Score - 0 APR Cards

Re: Credit related formulas

Re: Newbie questions on bonds

Re: Does anybody have or point me to Study material for CFA Level I

Re: Credit related formulas

Credit related formulas

Re: Any recommendations - Best Money market rates ?

Posting to misc.invest.financial-plan

Zephyr StyleAdvisor and Citigroup Portfolios

Re: 10% bonus,no fees, no down years. What's wrong with this?

Re: Term Policy Questions

Re: 10% bonus,no fees, no down years. What's wrong with this?

Term Policy Questions

Re: Looking for advice

Re: 10% bonus,no fees, no down years. What's wrong with this?

Re: Looking for advice

10% bonus,no fees, no down years. What's wrong with this?

Re: Looking for advice

Looking for advice

Re: Investing in munis while rates are rising

Re: CNBC University

Re: Investing in munis while rates are rising

Re: To buy or not to buy

Posting to MIFP

Newbie questions on bonds

Re: To buy or not to buy

Re: Transfer a Rollover IRA to another Rollover IRA

To buy or not to buy

Re: CNBC University

Re: Investing in munis while rates are rising

Re: payoff car loan or pay towards mortgage?

Re: How to?

Re: What are cash flow investments?

Re: Investing in munis while rates are rising

Re: payoff car loan or pay towards mortgage?

Re: Investing in munis while rates are rising

Re: payoff car loan or pay towards mortgage?

Re: Isn't Real Estate Really A Lousy Investment?

Re: payoff car loan or pay towards mortgage?

Re: How to?

Re: payoff car loan or pay towards mortgage?

Re: CNBC University

Re: Investing in munis while rates are rising

Investing in munis while rates are rising

Re: payoff car loan or pay towards mortgage?