1004 posts tagged with finance.
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Career change 101 (finance / accounting / statistics edition)

I am wanting to shift careers toward finance, accounting, statistics, or something else quantitative. Ideally, I'd like to find a role that can be done as a freelancer. I'm a bit uncertain how to even start. [more inside]
posted by Dollar Dollar Bill Sock on Sep 29, 2016 - 4 answers

How did you (YES, YOU SPECIFICALLY) pay for grad school?

The "how to pay for grad school" articles that pop up in a Google search are WOEFULLY LACKING in specifics. I'm looking for actual, specific tales of how real people out there in the world financed their Masters degrees. Feel free to get brutally honest. [more inside]
posted by helloimjennsco on Sep 20, 2016 - 82 answers

Balance Transferring on a 0% APR Card

I need to replace my laptop. In order to defer costs, I decided to apply for a 0% APR (over the first 15 cycles) card, and put the laptop's cost on that so I can pay a bit each month without accruing interest on the purchase. I'm worried about the longevity of the deal, and my card isn't set to arrive for a week. They also offer fee-free balance transfers - so I'm thinking of putting the charge on an existing card and then transferring the balance. Is there anything else I should keep in mind here, or is there a hidden fee somewhere that might screw me? [more inside]
posted by codacorolla on Sep 6, 2016 - 12 answers

Credit card spending and dementia

My increasingly demented elderly mom has been making tons of online purchases. What should be my next steps to solve this. I have power of attorney. [more inside]
posted by latkes on Sep 2, 2016 - 21 answers

Helping a teenager escape abusive finances

Where can I find information and resources for a teenager trying to make first steps toward financial independence from controlling/unstable/abusive parents? Particularly parental identity theft prevention. [more inside]
posted by Ndwright on Aug 28, 2016 - 9 answers

Will I regret signing up for this VW lease?

Lease with high drive off fee and insanely low monthly payments. Seems like it would be good for me but I feel like I'm missing something. Deepest gratitude in advance for the insight of more experienced car owners. Details within. [more inside]
posted by Griffinlb on Aug 15, 2016 - 20 answers

What to do with extra money originally deferred for company ESPP?

I recently quit my job and started another, with my termination date unfortunately a day before the company purchases shares for an ESPP. So I now have a good chunk of money originally set aside for investing in my (now former) company. Any suggestions what I should do with it? Single-stocks, mutual funds, robo-advisors (e.g. Wealthfront), Roth IRA, index funds? About me: I'm 29, single male, renting, no loans or debts, and make a decent salary as a Silicon Valley medical device engineer, so I'm not pressed for cash or anything and are more open to risk. No need for specifics, just some ideas.
posted by beammeup4 on Jul 31, 2016 - 5 answers

What are the implications of being on unemployment and Patreon?

A while ago I quit my job and went on unemployment insurance. Then later, I signed up for Patreon because I figured it might help to make a little extra cash. But then I found out that apparently Patreon money is considered taxable income and you have to complete a W9 if you make more than $600/year. So... am I in some kind of "employment limbo?" [more inside]
posted by anonymous on Jul 27, 2016 - 7 answers

Ordered on amazon wasn't charged?

Ordered on amazon wasn't charged? I contacted amazon chat and synchrony chat. Now they want me to call. I'm too damn lazy to waste time on the phone to correct their mistake. What's the worst that can happen? Order was only 39.75
posted by mamamia88 on Jul 19, 2016 - 13 answers

403b to Roth or non Roth IRA?

I left my job in August 2015 to do an internship in a school during the 2015-2016 school year. In my previous job I had about $23,000 in a 403b account. I left it there when I left. Should I roll this 403b into a Roth IRA or a regular IRA? [more inside]
posted by the twistinside on Jul 18, 2016 - 9 answers

[UK] How do you save when you have more than £75,000?

I'm in the fortunate position of having £69,000 in my Casa ISA this year and be able to put the £15,240 maximum allowance in. Unfortunately this will push me over the £75,000 FSA protection limit - so what are my options now and, assuming I plan to save again next year, what are my options then? [more inside]
posted by anonymous on Jul 17, 2016 - 5 answers

Applying to jobs with no openings?

A career services counselor at my college called me to ask how my job search is going – I told him it's not. A bit of advice he gave me was to send out my cover letter and resume to companies that don't have any open positions. Coming from a man that once encouraged me to bribe employers by buying them gifts I'm hesitant to take seriously his advice. [more inside]
posted by 8LeggedFriend on Jul 17, 2016 - 20 answers

How to help my SIL who is dealing w/husband w/dementia (early Alzheimer

My sister-in-law is the most empathetic, caring for others person in the world & she is dealing with something hard: a husband who has been diagnosed with "dementia" in his mid-60s. The problem is finances... [more inside]
posted by spock on Jul 7, 2016 - 5 answers

Personal Loan

Making a personal loan to a potential direct report so they can return to fill an open position. What do you think? [more inside]
posted by RoadScholar on Jul 1, 2016 - 15 answers

Post Brexit money moves.

My wife and I have several thousand quid sitting in a UK bank account. Is the pound going be stable at this rate? Drop more? Bounce back? [more inside]
posted by srboisvert on Jun 28, 2016 - 2 answers

Becoming an Accounts Payable Clerk

Tomorrow, I'm interviewing for an accounts payable clerk position with a large nonprofit media organization. I really want to get this job! Please help me prep for the interview. [more inside]
posted by static sock on Jun 28, 2016 - 7 answers

Brexit has happened: what does that mean to me financially?

Brexit has happened and the pound has lost a significant amount of value - but I'm not sure what this means to me (in the UK) personally. Could more economically informed Mefites explain what this means to my financial situation now, and possibly in the future? I realise that any future predictions are by their nature tentative, especially in the light of political uncertainty. [more inside]
posted by Vortisaur on Jun 24, 2016 - 8 answers

Fairness in Splitting Housing Expenses as a Couple

My fiancé is moving in with me (hooray!) and I'm trying to figure out how to split the mortgage and other things equitably. [more inside]
posted by anonymous on Jun 17, 2016 - 24 answers

Personal Finance Software

I NEED a personal finance management app. There are many around, so i need help going throw options. [more inside]
posted by thegirlwiththehat on Jun 3, 2016 - 2 answers

Home improvements during rentback period tax deductable?

We just purchased a house and are renting back to the previous owner until August 1st. There are a fair amount of improvements we want to make to the house. Can we deduct the expenses on our taxes as as we have a valid rental agreement with the owner? [more inside]
posted by lattiboy on Jun 1, 2016 - 3 answers

Gimme some credit (or at least help me use it with ease in Europe)

Here's what I want in an American credit card: 1. No foreign transaction fees 2. It actually, no shit, honest to god, works with European chip + PIN point-of-sale credit card interfaces 3. No annual fee/low annual fee/no fee for at least a year If you are American and have a card like this and have used it in Europe and have been able to punch in your PIN instead of a signature please tell me all about it! [more inside]
posted by MoonOrb on May 30, 2016 - 13 answers

Two Tax Questions!

It's weird to ask tax questions in May, but I'm trying to be nicer to myself next April. If I have a full time job that involves attending events, can I write off expenses regarding those events? And, if I'm anticipating having to file freelancer taxes next year, how much of that untaxed income should I be setting aside to pay taxes? [more inside]
posted by Juliet Banana on May 13, 2016 - 4 answers

Money Management when I'm not there to manage it

What should I do with a not insignificant amount of money that is sitting in an account in a different country? [more inside]
posted by JenThePro on May 3, 2016 - 5 answers

Financial resources for the complete newbie?

As an avid watcher of Shark Tank, I always hear phrases like "it is a so-and-so dollar industry" and "company x owns so-and-so percentage of the market" thrown around. Where can I find this type of information laid out in a layman-friendly way?
posted by omar.a on Apr 27, 2016 - 2 answers

Should we stick with our financial/investment advisor or with the bank?

We've been using the investment service our local bank provides, but advisors keep leaving and we have to explain again what we want. The latest was the best; he understood our needs and managed our money well. Now we've gotten a call from him saying he's left the bank and hopes to keep us as clients; we've also gotten a letter from the bank saying "[new guy] is replacing [old guy] as the Investment Advisor on your account(s)." We don't really want to change advisors again, but we also don't know what's involved in the decision; your thoughts are welcome.
posted by languagehat on Apr 23, 2016 - 13 answers

What do I do with a $100,000 check?

I just closed on a cash-out refinance to pay for a home renovation. I have a $100,000 check--what do I do with it? [more inside]
posted by anonymous on Apr 9, 2016 - 6 answers

Home Appraisals. Tell me how horrible they are or aren't.

I am buying a condo / loft in the Atlanta area. I am in the first 1/3 of my due diligence period, and I have questions about appraisals. [more inside]
posted by Medieval Maven on Apr 1, 2016 - 12 answers

Making a one-time payment over phone channel that might not be secure

Is there a way to make a one-time payment over the phone without compromising your account, if it turned out to be unsafe? [more inside]
posted by Baeria on Mar 31, 2016 - 3 answers

Help sort out dying grandma's finances and insurance

My grandma is on her death bed. Grandpa is still alive but mostly incompetent. We're trying to figure out what insurance they might have (and if it's current) and where their money is so we can pay for medical bills, impending funeral, home care, etc. Is there a way to search for this type of stuff by name or SSN? Not necessarily online, but perhaps through national databases accessible to insurance agents or bank managers or government agencies.
posted by buckaroo_benzai on Mar 20, 2016 - 13 answers

Structured products in practice

Structured products/notes liquidity IN PRACTICE (kind of technical) [more inside]
posted by triggerfinger on Mar 3, 2016 - 4 answers

RTW trip prep: Buy currency now or later?

My plan is to embark on a year-long round-the-world trip at the end of year (roughly Dec 2016), but I'm having difficulty in deciding how to fund the trip amidst fluctuations in the benchmark currencies. As an expat living in Korea, I'm wondering which currency I should exchange for. [more inside]
posted by AngryTypingGuy on Feb 26, 2016 - 6 answers

Can you help me sort out this complicated 401(k) rollover situation?

I have an undeposited 401(k) rollover check from when I changed jobs a year ago. I've since changed jobs again, and now I need to use a portion of that money for a down payment on a house. Is rolling it over to an IRA the right move? [more inside]
posted by cabingirl on Feb 17, 2016 - 7 answers

What causes a closed end bond ETF to drop in net asset value over time?

Looking at closed end high yield bond ETFs, some of them maintain their NAV (net asset value) and some have been continually dropping in net asset value (not market price although that usually happens too) over 1-2 years. What causes this and how can one anticipate a long term drop in NAV? [more inside]
posted by Tazmaniac on Feb 12, 2016 - 18 answers

SALE! 50% OFF! .... Tuition?

My daughter is headed to college in 2017. She's jumping into the big process of selecting/looking/applying, and I am jumping into finance/panic process. One thing I am seeing as we research schools: Many private schools, liberal arts and larger, are reported as being quite generous with grant aid. I need a reality check. [more inside]
posted by ecorrocio on Jan 21, 2016 - 41 answers

How to get started in investing?

Total investment newbie in need of advice on how to get started with investments and what type etc. [more inside]
posted by CheeseAndRice on Jan 19, 2016 - 13 answers

Is there any remaining value on my car's extended warranty to cash out?

I bought an extended warranty with my new Honda back in 2007, and the contract expired in 2013. Is there any remaining value to cash out, and how much might I be owed? [more inside]
posted by germdisco on Jan 18, 2016 - 5 answers

Cloud-based personal finance program for personal & business?

We're a dual-freelance household looking for a cloud-based budgeting and bookkeeping system that doesn't suck. [more inside]
posted by gottabefunky on Jan 18, 2016 - 4 answers

Real Time Stock Market News?

Could anyone recommend a good site for real time stock market news? Immediate news, if possible. Today the market started out down, then turned around and is heading up like gangbusters. I'd like to find the news that precipitated that turnaround.
posted by weapons-grade pandemonium on Jan 14, 2016 - 7 answers

Health Savings Accounts - How do they know which expenses are qualified?

Specifically, how can I be sure that my medication purchases at the grocery store are properly tallied as 'qualified expenses?' More generally, how does the IRS keep track of your purchases using funds from an HSA? What's to stop someone from using their HSA to pay for non-medical expenses? [more inside]
posted by lalunamel on Jan 10, 2016 - 13 answers

Do you have an amazing bookkeeper/accountant?

I'm looking for a really great bookkeeper/accounting firm for a small but growing business using Quickbooks. Snowflake: MUST BE AMAZING. [more inside]
posted by 3491again on Dec 30, 2015 - 2 answers

How rich do you have to be to move to the East Bay?

I'm rich. Am I rich enough to live in the Bay Area? [more inside]
posted by anonymous on Dec 29, 2015 - 32 answers

How to talk about merging finances?

My relationship with my partner has become 'real' enough that I want to start the conversation about merging finances. However, I don't want us to just hack together a plan- is there a guide of any sort for how a young couple should start this process? [more inside]
posted by tumbleweedjack on Dec 17, 2015 - 11 answers

Books, essays, etc. on the Financial Crisis of 2008

I'm looking for good sources of basic-ish information on the global financial crisis of 2008, i.e., what caused it and what the short- and long-term aftereffects were. I'm also looking for one specific video I saw around that time. [more inside]
posted by holborne on Dec 16, 2015 - 16 answers

Fin job includes an eoy bonus, once I've received it, when can I quit?

Sort of had to maul the question title, but it's straightforward enough... I work in a finance job with a substantial end of the year bonus. I'm also planning on quitting the second it is safe to do so... I know that merely getting the number is NOT safe, but once it is in my bank account, am I good to quit? I'm not really sure what to look for! But once the money is in my account, can they do anything?
posted by anonymous on Dec 11, 2015 - 7 answers

401 questions about 401k's.

After 2 years of asking my husband finally got around to trying to move the funds from an old 401k & rolling them over into his current 401k. Unfortunately mistakes were made & instead of simply having the money transferred from one account to another he closed the old account & withdrew all the money. Now it appears we are going to take a tax + 20% penalty hit on the amount. Is there anyway to get the money into his current 401k without losing money? [more inside]
posted by wwax on Dec 11, 2015 - 13 answers

Wanting to buy a house in a tough market

Since I recently moved back into the parental home and started a full time job that I love, I'm finally in a position to save some money. According to the news, the housing market is starting to cool, so I'm considering saving up for a house. But is there actually any way that I would be able to manage this in my situation? Details inside. [more inside]
posted by kinddieserzeit on Dec 5, 2015 - 20 answers

Financial advice for seniors?

Who do I contact for specific financial advice for seniors? [more inside]
posted by anonymous on Dec 3, 2015 - 4 answers

Relatives making bad financial decisions—can I wash my hands of them?

Some close, older relatives make terrible financial decisions, and are unwilling to stop. My wife and I are liable to wind up financially responsible for them when the money runs out in a few years. How can we wash our hands of this situation (or can we)? [more inside]
posted by waldo on Nov 30, 2015 - 27 answers

That Personal Finance Question

We're saving for a wedding and paying down debt and trying not to go crazy in the process. Any advice? [more inside]
posted by kmr on Oct 19, 2015 - 17 answers

How to return IRS statements? Not mine...

A few years ago, a friend was staying with me for an extended period of time. Although he has residency over here in the UK, he is still a US citizen and 'temporarily' used my address for bank statements etc. How do I get the IRS to stop sending his letters to my house? [more inside]
posted by joboe on Oct 11, 2015 - 6 answers

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