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Hello! I have a couple thousand in an old 401k at a company I no longer work at. I'd like to roll it into....something, where I can keep track of it, and be able to add additional amounts from my paychecks. My current employers do not offer retirement benefits, but I'm finally making enough that I can and should be saving for retirement. [more inside]
posted by Juliet Banana on Nov 19, 2018 - 8 answers

I just sold my condo, yay! There will be a three-to-six month gap between this sale and buying a new house, and I want to stick the down payment somewhere it will make more money than my piddling savings account. What's the best way to shop for a three-month CD? [more inside]
posted by anonymous on Sep 6, 2017 - 10 answers

We've been using the investment service our local bank provides, but advisors keep leaving and we have to explain again what we want. The latest was the best; he understood our needs and managed our money well. Now we've gotten a call from him saying he's left the bank and hopes to keep us as clients; we've also gotten a letter from the bank saying "[new guy] is replacing [old guy] as the Investment Advisor on your account(s)." We don't really want to change advisors again, but we also don't know what's involved in the decision; your thoughts are welcome.
posted by languagehat on Apr 23, 2016 - 13 answers

Co-trustees, executors, personal representatives, powers-of-attorney: my sibling and I have all the authority necessary to manage my aging mother's finances following my father's death, but not all that much expertise or time. What success or cautionary tales have you had with using banks as trustees, agents, or investment advisers -- or alternatives? [more inside]
posted by Clyde Mnestra on Mar 9, 2007 - 7 answers

Who do my investment statements appear to come from Sweden? [more inside]
posted by greatgefilte on Oct 23, 2006 - 2 answers

I know nothing about financial instruments, bonds, certificates... And I want to buy some. Please help. (MI) [more inside]
posted by Meatbomb on May 24, 2005 - 7 answers