49 posts tagged with financialplanning.
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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 question

I know how to use, 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!? WHY ARE YOU A BIG DODO!!? :'( Just print the report!

How to make 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

How do I find accountants and financial advisers for my elderly California Mom and her trust?

How do I find accountants and financial advisers for my elderly California Mom and her trust? [more inside]
posted by anonymous on Aug 12, 2009 - 4 answers

Goodbye Quicken!

Recently converted from Quicken to and am finding it a bit disorienting... [more inside]
posted by Slarty Bartfast on Jun 20, 2009 - 10 answers

No Zipcode

Australian readers, what is a good financial planning/money management site (like that is localised?
posted by mattoxic on Mar 21, 2009 - 6 answers

Financial Filter for choosing an investment person

Financial Filter: Picking a New Financial Advisor and Evaluating Their Plans [more inside]
posted by Coyote at the Dog Show on Mar 18, 2009 - 11 answers

Did the ant and the grasshopper both retire comfortably?

At what age did you start saving for retirement? At what age do you recommend starting to save for retirement? [more inside]
posted by chickletworks on Feb 19, 2008 - 42 answers

How to Grow Good Credit in 2008

Help me design the Best Possible Plan For My Credit in 2008. Ten years ago I had no cash, and terrible credit. Today I have some cash, and no credit. I want to make some good choices next year, based on a well-considered strategy. [more inside]
posted by cockwaffle on Nov 26, 2007 - 5 answers

Is there a set-it-and-forget-it way to invest?

I've got about $3,000 per month to invest, and I don't have time, knowledge, or energy to "beat the market". What's my best safe bet? [more inside]
posted by anonymous on Sep 3, 2007 - 42 answers

Personal finance SOS!

My wife and I have a relatively high combined income for the first time ever (much to our surprise), but we are pretty financially unsophisticated and getting hit hard by taxes. I am beginning to think the big tax bill for 2006 is a lost cause, but can anyone in MeFi-land offer any advice about how to take better control for 2007? [more inside]
posted by anonymous on Mar 21, 2007 - 27 answers

Small amount of money: stock, or cash?

Is holding a small amount of money in the form of insurance stock a smart move for a mid-20s grad student? [more inside]
posted by AthenaPolias on Jan 12, 2007 - 14 answers

Is real estate REALLY a bad idea? If so, then what?

With the housing market slowing, where are people "in the know" putting their money so that it generates income or equity for them? How did they find out? [more inside]
posted by salvia on Jan 5, 2007 - 19 answers

A fool and his money are soon partying.

Tracking expenses for the first time. Also, how the hell do [insert random opensource financial software] work? [more inside]
posted by Memo on Nov 22, 2006 - 14 answers

Trying to learn how to spend for free

Any recs on freeware/shareware financial software, along the lines of Quicken or MS Money? [more inside]
posted by foxy_hedgehog on Oct 15, 2006 - 10 answers

What's the best and most flexible type of savings/investment account for a minor?

What's the best and most flexible type of savings/college fund account for a minor? [more inside]
posted by lychee on Oct 19, 2005 - 3 answers


I did my taxes this weekend and was surprised to find out my husband and I made about 120k last year. After a few rocky dot-com years and a new job for both of us, I knew we were doing ok, but had no idea we would break the six figure barrier for the first time in our lives. The problem is, not much seems different. I always thought making $100k/year meant we could have anything. We don't live paycheck to paycheck and we don't sweat going to the grocery store, but we don't have a huge plasma tv and we both drive economical cars. Our house is worth less than $200k. Are we bad with money? Should we see a financial planner and budget everything to see where it is all going? I feel like we should have tens of thousands of savings given what we make (we have a few grand in the bank for emergencies is all). I feel like we're living just as we did when we made half as much and I'm also concerned if we'll have enough for kids someday. Or am I doing everything right and the $100k/year american dream isn't all it's cracked up to be? This honestly took me by surprise.
posted by anonymous on Feb 13, 2005 - 45 answers

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