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21 posts tagged with planning and money. (View popular tags)
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Is an accountant obligated to report unreported income to the IRS?

Is an accountant obligated to report unreported income to the IRS, if the conversation is not pertaining to the completion of my tax return? [more inside]
posted by anonymous on Apr 3, 2014 - 4 answers

Please help me organize my investments and finances! (401k Rollover!)

Need help deciding what to do with my investment finances, including rolling over my prior Co. 401k rollover. I hold 2 401ks, 1 Roth IRA and I'm planning maybe on an index Fund. Details inside! [more inside]
posted by PetiePal on Mar 18, 2014 - 8 answers

Step by step guide to get our future married house in order?

We're getting hitched! Yay! I freak out about money, and I freak out that my fiancé doesn't freak out about money as much as I freak out. Is there a good step-by-step guide you'd recommend that we can go through together to make sure we're covering all of our bases for saving for retirement, saving for other stuff, and paying down debt?
posted by ashtabula to opelika on Jan 16, 2014 - 12 answers

Is this investing in my future or is this a stupid decision?

I've been offered to be hired where I have been a contractor. However, there is a health insurance issue that would cost me a lot of money for several months. But I would have a great retirement plan. I have nothing in savings and $100k I just consolidated in student loans, so this issue is just complicating things. [more inside]
posted by McSockerson The Great on Dec 15, 2013 - 14 answers

There's still time to elope and pocket the difference

It's time for us to start spending money for our wedding. How do we do this? [more inside]
posted by SeparateAccountForWeddingQuestions on Nov 4, 2013 - 5 answers

Planes, trains and automobiles: Make me a better traveler

I travel on a semi-regular basis and would like to become a better traveler, both in terms of trip planning and packing/unpacking/repacking. If you travel frequently, how do you do it? How can I up my game? [more inside]
posted by kat518 on Apr 22, 2013 - 25 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

I get a check on Friday, but it's already spent.

I'm desperately trying to become an adult (finally!), but I can't wrap my head around 'classic' budgeting software. Suggestions and tips to find what I really need? [more inside]
posted by hanov3r on Feb 14, 2013 - 28 answers

The ultimate first-world problem

I'm a young person with no debt and a pile of money to invest. The catch: I'm not real confident about the long-term health of the US economy. [more inside]
posted by anonymous on Jul 24, 2012 - 25 answers

I have no idea how I'm going to plan the wedding.

I have come to realize that I am terrible at planning in most areas of my life: education, finance, events, daily tasks etc. How do I become better at looking ahead, seeing what's coming and acting now so that the future doesn't suck? [more inside]
posted by talkingmuffin on Dec 28, 2011 - 8 answers

I Need Motivational Help!

I've asked here about HOW to budget for a family, but darn it, I can't bring myself to do it! I need help. (Perhaps psychological help.) [more inside]
posted by snsranch on Nov 10, 2011 - 17 answers

How can I build a better budget?

Special snowflake budget filter: I tracked my spending in 2010, how can I improve my budget for 2011? [more inside]
posted by gillianr on Jan 4, 2011 - 14 answers

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

Where is my local Mutual Funds 'R' Us?

Where do I go to get mutual funds and bonds? Are there certain types I should be getting? [more inside]
posted by Kippersoft on Jun 7, 2010 - 4 answers

How to prioritise many urgent / important issues?

Help me prioritise my career / accomodation / other goals - they all appear to be short term! [ideally UK MeFi people]. Anon because contains detailed career / personal issues. [more inside]
posted by anonymous on Aug 16, 2009 - 3 answers

Selecting a Financial Planner: Fee v. Commission

How should I select a financial planner? Should I find a fee-only or commission-based planner? $150-$200/hour seems like a lot of money to me. [more inside]
posted by mshields on Mar 18, 2008 - 9 answers

How do I take on these financial burdens, step by step?

My crappy car was deemed totaled and I'm going to accept the payout and finance a new used car. I'd also like to move into an apartment soon. Step by step, how do I wrangle this plan into fruition? [more inside]
posted by cowbellemoo on Feb 15, 2008 - 11 answers

Yet Another Savings Question

How can I maximize my savings for a trip I'm planning for 2009? [more inside]
posted by sprocket87 on Nov 9, 2007 - 6 answers

How do I save for college?

How do I help my girlfriend make sure her daughter has the resources to pursue a college education? [more inside]
posted by kbanas on Oct 8, 2007 - 17 answers

Selling an annuity?

What advice/information can any of you guys give regarding selling an annuity? I have a six-figure annuity sum due in about 2.5 years, but I could definitely use the money now for moving to NYC for graduate school. I wouldn't need to recieve the entire amount immediately, or, the entire amount minus whatever commission/percentages taken by the agency. I would actually prefer a low 5-figure sum to get on my feet in NYC and establish good credit, pay off loans, etc., and then whatever schedule that was determined to be prudent afterwards. Are there any banks, companies, agencies that would be recommended? Pitfalls I should watch out for? Am I potentially making a financial blunder?
posted by oog on Nov 28, 2005 - 10 answers

Personal Finance 101

Young married couple, mid-20's, good income: ready to take our finances more seriously. Who do we talk to? [more inside]
posted by junkbox on Oct 19, 2005 - 25 answers

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