|
Joint Brokerage Account
|
|
3
|
63
|
February 13, 2023
|
|
Home equity loan payoff
|
|
3
|
71
|
December 20, 2022
|
|
Investing within a traditional IRA?
|
|
1
|
87
|
December 4, 2022
|
|
Short Term Disability- Pre VS Post Tax
|
|
1
|
64
|
November 18, 2022
|
|
How Target Index Funds work?
|
|
1
|
102
|
November 8, 2022
|
|
Rollover old 410k into my new ROTH IRA
|
|
5
|
226
|
October 31, 2022
|
|
Investing for retirement at a late stage
|
|
1
|
130
|
October 10, 2022
|
|
SEP versus Solo 401
|
|
2
|
93
|
October 7, 2022
|
|
JEPI inventment
|
|
1
|
102
|
October 1, 2022
|
|
Which Fidelity Index Fund Should I be buying?
|
|
2
|
181
|
October 1, 2022
|
|
Leaving Advisor
|
|
1
|
101
|
September 20, 2022
|
|
When to allow yourself to make a big purchase
|
|
0
|
113
|
September 15, 2022
|
|
Inheritance- what to do
|
|
1
|
204
|
September 12, 2022
|
|
Saving the recommended 15-20%
|
|
1
|
211
|
September 12, 2022
|
|
Increase in income
|
|
1
|
142
|
September 5, 2022
|
|
Rollover of old accounts
|
|
1
|
123
|
August 31, 2022
|
|
Allocation--401k or taxable brokerage?
|
|
1
|
158
|
August 28, 2022
|
|
Pay off debt or add to target index fund
|
|
2
|
255
|
August 22, 2022
|
|
TCDRS retirement account
|
|
1
|
95
|
August 2, 2022
|
|
Well paying careers/ looking for direction
|
|
6
|
564
|
July 31, 2022
|
|
Income changes after getting married - Roth IRA
|
|
0
|
99
|
July 26, 2022
|
|
How to invest a lump sum of money when newly retired?
|
|
3
|
312
|
July 20, 2022
|
|
Vanguard alternatives for Non US
|
|
0
|
113
|
July 13, 2022
|
|
Roth Ira/401k funds
|
|
1
|
135
|
July 13, 2022
|
|
What's the blueprint in my situation
|
|
0
|
95
|
July 12, 2022
|
|
Best type of account to gift adult children
|
|
1
|
137
|
July 10, 2022
|
|
Traditional Vs Roth
|
|
1
|
154
|
June 30, 2022
|
|
Should my teen save or invest?
|
|
1
|
168
|
June 30, 2022
|
|
Roth v Traditional - New to US
|
|
1
|
120
|
June 30, 2022
|
|
Brokerage firm for a Canadian user?
|
|
0
|
79
|
June 14, 2022
|
