15 posts tagged with financialplanning. (View popular tags)
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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? [more inside]
posted by anonymous on Aug 12, 2009 - 4 answers

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

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

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

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

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

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

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

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

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

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

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/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