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Financial Planning Q&A

Financial Planning Q&A

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Recent Questions

Paul Kennard asked about a month ago in Financial Planning

Staff

Anyone have any current recommended reading on asset allocation?

The times have changed and I feel like the old books I read on asset allocation are no longer of value.

4 replies

Erin asked about a year ago in Financial Planning

Staff

At what point in your financial life should you hire a financial planner?

Any common benchmarks or milestones?

3 replies

ricmic5756 asked 3 months ago in Financial Planning

Newcomer

What is the best financial instutution to reduce my credit card debt?

1 reply

biggip47 asked 3 months ago in Financial Planning

Newcomer

My wife and I recently got a $30K lump sum btw taxes and bonuses. Should we pay off our credit cards or keep some as savings?

2 replies

ocdalways247 asked 4 months ago in Financial Planning

Newcomer

My husband is 58 years old, our stock portfolio has dropped from 516,000. to 416,000. Do we sell everything or hand on and ride it out?

3 replies

Elizabeth asked about a year ago in Financial Planning

FiLifer

Investing

Any good resources for affordable, long term investing? I'm looking to build up my portfolio without breaking the bank, and I'm having a hard time finding good,…

2 replies

vtlyons asked 4 months ago in Financial Planning

Newcomer

Where do I find advice on how to refinance a bad mortgage?

I am current on my mortgage. I have two mortgages and ow more than my house is worth. The problem is that the interest rates on the first is over 9 percent and…

1 reply

spacegirl asked 5 months ago in Financial Planning

Newcomer

paperwork

what paperwork should you give a new financial advisor?

1 reply

treemanbob asked 5 months ago in Financial Planning

FiLifer