7 posts tagged with financial and planning. (View popular tags)
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Financial Advisers - What's in it for them?

I hired a month-by-month financial adviser last year after my divorce to help me get things in order. The guy I worked with left the company last year on May 13. He called me yesterday, 366 days after he left from his new gig wanting me to be his client again. (non-compete plus 1) That's when things got weird. [more inside]
posted by bricksNmortar on May 15, 2013 - 8 answers

 

Planning to have a baby before getting married?

So, I'm trying to get some opinions here: My fiance and I have been engaged for 4 months and are in our mid-20s. We are both in school (undergrad for him, grad for me), but due to my income, we wanted to wait one more year, so that it would be financially better for us (e.g., paying tuition, etc). We are both interested in having children, however, something has come up for me health-wise (ulcerative colitis) that would make it less safe (because of medications) to have a baby later on, compared with now. Here are my questions for you: 1) Would you have a baby before marriage? What would be the reasons? 2) Has anyone actively planned this before? How did it work out? I know some would say suck it up and push up the wedding, but it would save us a good 20K or so.
posted by queenba on Mar 16, 2013 - 49 answers

Am I crazy to offer a gift of financial planning services to my cousins?

My Aunt, Uncle and cousins have never been good with money, and have also never had well paying jobs. My Uncle has just inherited a (low) six-figure sum. Do I try to help them out by offering to build a financial plan for them? [more inside]
posted by RecalcitrantYouth on Dec 20, 2009 - 11 answers

Seeking guidance with financial planning (loans, down payment, more)

Seeking guidance with financial planning (loans, down payment, more) [more inside]
posted by mintchip on Apr 20, 2008 - 5 answers

Recommend a Toronto Financial Planner

Toronto money filter: Two full-time students, recently common-law (under the CRA definition) looking for financial planner recommendations. [more inside]
posted by gavia on Feb 7, 2008 - 4 answers

Financial planner in Boston area

Financial planner in Boston area [more inside]
posted by Flakypastry on Apr 12, 2007 - 8 answers

USAA Financial Planning

Anyone have experience with USAA Financial Planning services? [more inside]
posted by macfly on Feb 7, 2007 - 8 answers

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