64 posts tagged with financialplanning.
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Can you recommend a financial planner in the Toronto area?

My partner has come into some money. Can you recommend a financial planner? [more inside]
posted by anonymous on Oct 28, 2016 - 3 answers

Financial planning for PhD students

I’m a PhD student with a stipend who needs to figure out how to manage their finances. What’s a good system to ensure I’m living within my means and am saving properly? [more inside]
posted by anonymous on Oct 12, 2016 - 18 answers

Seeking fee-based financial planner in DC for jellybean-sized nest egg

Any recommendations for a fee-based financial planner in Northern Virginia (or the DMV area)? Someone willing to accept an hourly fee for a few hours of consultation, regarding the possibility of retirement in 15 or so years. Thanks in advance.
posted by Napoleonic Terrier on Sep 25, 2016 - 3 answers

Saving to buy a house strategies

Soon we will be completely out of debt and are considering buying a place in the mid-distant future. What is the best strategy investment and tax-wise to save up for a down payment? Any tips or tricks? Low hanging fruit? [more inside]
posted by srboisvert on Mar 3, 2016 - 9 answers

Financially planning?

Like a lot of people, my household has debt. We also have income. Neither is out of the ordinary or extra special but I'm wanting to know if I've planned appropriately. Is that something a financial planner does, which seems way overkill, or am I looking for someone else? [more inside]
posted by fireoyster on Mar 2, 2016 - 14 answers

Do I need to consult a financial planner, or what?

The company I work for is getting bought out. The sale will be final sometime in the first quarter of 2016. I've been participating in the Employee Stock Purchase Plan since I got hired about 15 years ago, and I've never touched it, so I have a good-sized chunk of change coming (hooray). However, I am pretty much a noob when it comes to financial planning, investing, tax consequences, and how to use my money (boo). Can you help me figure out what to do next? [more inside]
posted by That's Numberwang! on Dec 20, 2015 - 7 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

What type of professional can advise me on selling my house?

I bought my first house a few years ago, with the help of a mortgage advisor. Now I'm starting to consider moving to a different city (where I would rent a place), but I need some professional help in analyzing my mortgage situation. Also, I know the house needs some repairs and cosmetic fixes, so I'd also like to get professional advice on how to handle those issues (basically, how much should I spend to make the house sellable). [more inside]
posted by neushoorn on Dec 1, 2015 - 3 answers

Why save for my retirement?

Pessimist seeks reason to save for retirement. [more inside]
posted by quadrilaterals on Oct 21, 2015 - 36 answers

Should I go on a fabulous tropical vacation?

You are neither my travel agent nor my financial adviser, but I'm having trouble working out the cost/benefit ratio on this. I'm thinking of taking myself and my husband on a belated honeymoon around the time of our first anniversary, in October. I have the money to do it, and of course I'd like to do it, but I can't seem to pull the trigger on "yes let's go!" or "naw." [more inside]
posted by missrachael on Mar 19, 2015 - 22 answers

Recommended Books on Financial Planning?

My wife and I are looking for a good book to help us make some better financial plans. We had our first child in the past year and my wife will finish graduate school and start a job in a few months. Accordingly, we'd like to redo our financial plans, and we'd like a book to help guide us. [more inside]
posted by pombe on Feb 28, 2015 - 4 answers

New job, new budget, yay!/halp?

I'm about to make more money than I ever have before. Help me figuring out saving and investing. [more inside]
posted by sockity sock on Feb 14, 2015 - 8 answers

How do I stop beating myself up about this financial mistake and fix it?

So, in an attempt to get our financial lives in order in some very basic and fundamental ways (making a budget, sticking to it, identifying priorities, making sense of our retirement funds and plans) my husband and I went to a recommended financial planner. She was not one of these lauded "fee-only" financial planners but she came recommended by numerous people in my expanded social circle so we gave her a shot. While there were many positive things that came out of this, we did something that I am still very unsure about other than feeling certain that we made an utterly idiotic mistake. [more inside]
posted by amanda on Feb 9, 2015 - 8 answers

Which financial professional can help me choose a mortgage?

I'm about to make an offer on a home. I've seen six different loan scenarios from two different lenders. The monthly payments and $ to close are all in the range that I can afford, so I will probably just pick one for the offer and pre-approval letter. I told my realtor that after the contract is accepted, I want to sit down with a CPA of some sort (yes Metafilter, fee-only) and figure out which is best for me, given my tax and employment and personal details that the lenders don't seem to want to consider. She said that she has never had a client ask for that before. Really?! [more inside]
posted by ecsh on Jan 26, 2015 - 10 answers

Is investing in these mutual funds with this planner a good call?

I visited with the financial planner of my local bank last week and want to know if his advice is generally considered good, since I know he's a fiduciary but also that he does still earn money off his recommendations. Plus I'm a novice at this. [more inside]
posted by vegartanipla on Jan 17, 2015 - 21 answers

Recommendations for a comprehensive financial planner in the DC area

In need of recommendations for a comprehensive financial planner in the DC area. [more inside]
posted by anonymous on Aug 21, 2014 - 4 answers

Recommendations for SPANISH SPEAKING financial planners?

Can anyone recommend a Spanish-speaking, fee-only financial planner who works with non-rich clients, possibly in the NYC area? [more inside]
posted by copacetic on Aug 5, 2014 - 1 answer

Help me start saving for retirement (U.S.)

I would like to finally start saving for retirement! I'm thinking a Roth IRA is the way to go (unless you think otherwise and can tell me why), but I am a little confused/overwhelmed with how to proceed. A few snowflakes inside. [more inside]
posted by likeatoaster on Feb 20, 2014 - 14 answers

Financial planning for somewhere...?

I graduated college last year. I know I should be at least thinking about saving and 401ks and things like that but I moved countries, started grad school and I don't know where I'll be living in three years let alone thirty. How do I do financial planning? [more inside]
posted by raeka on Jan 14, 2014 - 8 answers

Would it be wise to transfer my 401k to bonds or cash equivalents?

Looking at the market, currently, I have the same sense of foreboding I had in late 2007. If I am operating under the assumption the Dow and other stocks are going to start tumbling over the next 1-2 years, what actions should I be taking to protect my 401k? [more inside]
posted by Bathtub Bobsled on Nov 6, 2013 - 29 answers

403(b), TIAA-CREF v. Fidelity, WTF?

I'm finally out of school and in the working world, and now in the midst of trying to orient myself I'm trying to figure out if/how I should sock money away in a tax-deferred account with either TIAA-CREF or Fidelity. Should/can I try to figure this out myself, or should I find myself an advisor? [more inside]
posted by sciencemandan on Jun 17, 2013 - 11 answers

Another mint.com question

I know how to use Mint.com, but I wonder if I'm using it in the right way. [more inside]
posted by RabbleRabble on May 30, 2013 - 6 answers

How do I prioritize my credit card and private/public student loan debt?

I need some help prioritizing the repayment of my debt, which consists of 0% APR credit card debt and a mix of private and government student loans. [more inside]
posted by iamisaid on May 3, 2013 - 9 answers

Fee-only financial planner, New York City

I am looking for a good fee-only financial planner in New York City. [more inside]
posted by to sir with millipedes on Apr 30, 2013 - 1 answer

Financial Planner or Advisor in San Francisco

Do I need a (fee-based) financial planner, advisor, or tax accountant? Recommendations for one in San Francisco? I'm almost 30, almost debt-free, and feeling out of my depth as I try to figure out what to do about non-retirement savings. [more inside]
posted by polexa on Apr 16, 2013 - 5 answers

Quitting my job to pursue my dream! Now how do I pay for it?

I am aggressively saving money so that I can quit my job and start a new life. How should I be investing this money if I need it back in 2-5 years? [more inside]
posted by Nickel on Mar 28, 2013 - 6 answers

How Does a New Couple Start Having Regular Money Talks?

My main squeeze is moving in! Our finances are starting to be a little more comingled and I'm looking for the best, healthiest way to start having a regular "money check-in" as part of our new life together. He is on board with this. How do we structure the conversation? Is there a sample agenda? Do we make it a date night? Help, please. [more inside]
posted by amoeba on Mar 26, 2013 - 12 answers

How can I help my parents, who are in over their heads financially?

I am worried about my parents, both of whom make a decent living, but are overwhelmed by debt. I cannot help them financially (and neither can my siblings, really), but I am looking for suggestions as to what direction to point them to be able to help themselves. [more inside]
posted by aka_anon on Feb 23, 2013 - 17 answers

Seeking affordable financial planning/tax help!

I'd like to have a professional guide my new husband and I through filing taxes jointly, investing and saving for future goals, and so forth. How on earth do I find a financial planner to help us get started? [more inside]
posted by The Biggest Dreamer on Jan 21, 2013 - 4 answers

Saving for retirement as a graduate student.

I am a new graduate student and was hoping to put some money into a Roth IRA to start saving for retirement, but just read that contributions must be made from earned income and now I'm not sure if that is the best plan for my circumstances. [more inside]
posted by anonymous on Dec 26, 2012 - 7 answers


As a follow up to this question about suddenly coming into a substantial amount of money - I'm wondering if anyone in the New York City area can recommend a fee-only financial advisor. [more inside]
posted by anonymous on Sep 16, 2012 - 2 answers

Is it worth it to contribute to my company's 401k?

Is it worth it to contribute to my small company's John Hancock 401K, given the high expense ratios and no employee match? [more inside]
posted by anonymous on Jul 21, 2012 - 6 answers

How do I put my money where my mouth is?

This year I need to get my finances in order but what sort of professional would be able to help? [more inside]
posted by freya_lamb on Jan 2, 2012 - 5 answers

Financial planners in central Virginia?

Good financial planners in central Virginia? [more inside]
posted by anonymous on Dec 28, 2011 - 3 answers

Didn't realize how stressful impending financial decreptitude was until this reprieve.

Received a small (huge for me) financial windfall. I have a vague plan on what to do with it. What is the title of the person at my local credit union with whom I should be seeking advice from? Bonus: is my vague plan a reasonable one? [more inside]
posted by porpoise on Nov 22, 2011 - 30 answers

How can I get new clients as an introverted financial advisor?

I'm finishing my economics degree this year and I've decided that I would like to become a fee-for-service financial advisor. The one major issue is that I'm strongly introverted and I'm not confident about my ability to find new clients. I'm looking for book recommendations and sage advice from those with similar types of careers. [more inside]
posted by Homo economicus on Oct 29, 2011 - 11 answers

What do I ask the money guy?

I have learned that I will inherit, with my sibling, a good sized estate including a house and some investments and a few trusts. These assets also come, if I want, with a "money guy" who was my parent's money guy. I have met this man and he has helped me with some basic early estate stuff and has indicated he'd like to work with me. I have a meeting with him and my sibling next week and I'd like to make sure I'm prepared and know what to ask him and could use some help generating questions. [more inside]
posted by anonymous on Aug 31, 2011 - 17 answers

WHY mint.com!? WHY ARE YOU A BIG DODO!!? :'( Just print the report!

How to make Mint.com work for me? / Screen shot of whole webpage in IE8? [more inside]
posted by xicana63 on Aug 15, 2011 - 7 answers

Forking it over for financial frankness

We've made an appointment with a financial planner. What can we expect from our first visit? [more inside]
posted by lannanh on Aug 3, 2011 - 9 answers

Roth IRA conversion from 401(k)?

Should I roll over my 401(k) and then convert it immediately to a Roth IRA? [more inside]
posted by anonymous on Jul 11, 2011 - 6 answers

I Need a ME Planner!

Planning a major life change (leaving work to go back to school): do we need a financial planner, a college planner, a money manager, a tax expert, all of these or something else entirely? [more inside]
posted by julthumbscrew on Mar 22, 2011 - 2 answers

Legal and financial planning for single older people.

Inspired by this comment: what legal and financial plans should I be making? [more inside]
posted by anonymous on Dec 17, 2010 - 1 answer

Big goals, lots of time...

Want to buy our first house... 1-2 years in the future. What do I do now? [more inside]
posted by anonymous on Oct 9, 2010 - 16 answers

I have the book smarts down... now onto the money.

How should I best manage my graduate school stipend? [more inside]
posted by oinopaponton on Aug 25, 2010 - 15 answers

Contribute to 401k and Roth IRA?

Should I invest in both a 401k and Roth IRA? [more inside]
posted by jwfree on Jul 20, 2010 - 23 answers

Get financial planning internship?

How can I as an "economist" make the most of an extended internship interview with a financial planner? [more inside]
posted by handle_unknown on May 12, 2010 - 3 answers

Help me stop digging deeper into credit card debt.

I want to stop using my credit card, but I have one regular (2 or 3 times monthly) expense that I need it for. Help me figure out the best strategy for covering that expense without the card. [more inside]
posted by ocherdraco on Apr 10, 2010 - 12 answers

I'm worried about having to support my mom financially, indefinitely.

I'm worried about having to support my mom financially, indefinitely. [more inside]
posted by anonymous on Mar 25, 2010 - 39 answers

Help me settle for some invoicing/trip tracking software

I'm trying to start 2010 with a decent software strategy in place for tracking travel, projects, invoices, and expenses. 2009's technique was an Excel spreadsheet so there's lots of room for improvement. My picky/nerdy requirements inside. [more inside]
posted by jessamyn on Dec 29, 2009 - 10 answers

I want to give money to kids. In the Future!

I want to give money to relative's children so that they can use it when they're older. How best to do this? [more inside]
posted by rmd1023 on Oct 1, 2009 - 10 answers

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