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Financial Advisor Q&A

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    Retirement, Investing, 401(k), Taxes
Should I build an emergency fund or invest for retirement?
100% of people found these answers helpful
6 answers
Jason Preti
Mark Hebner
Chris Cyndecki
Kevin Michels
Steve Kobrin
last month
    Insurance, End of Life
December 2016
    Taxes
How long do I need to keep income tax records?
100% of people found these answers helpful
1 answer
Investopedia
October 2015
    ETFs, Mutual Funds
What are the pros and cons of mutual funds and mutual fund ETFs?
100% of people found these answers helpful
8 answers
Kevin Michels
Dan Stewart
Simon Brady
Alison Davies
Timothy Baker
March 2017
    Investing, Stocks
How are after hour trading rates determined?
100% of people found these answers helpful
1 answer
Jason Preti
March 2016
    Financial Planning, Investing
Is leasing or buying a car a better long term investment?
100% of people found these answers helpful
4 answers
Gary Duell
Peter J. Creedon
Steve Kobrin
B Scott Sadler
February 2017
    Investing
How can investing help someone beat inflation?
100% of people found these answers helpful
16 answers
Mark Struthers
John Daly
Ivan M. Illán
Russell Wayne
Roy Larsen
March 2017
    Financial Planning, Choosing an Advisor
What does comprehensive financial planning entail?
100% of people found these answers helpful
12 answers
Will Thomas
Mark Struthers
Grayson Hofferber
Michael Conway
Derek Notman
April 2017
    Financial Planning, Investing, Stocks
April 2016
    Investing, Stocks, Taxes
How can we grow our funds without a broker?
100% of people found these answers helpful
7 answers
Louis Kokernak
Dan Stewart
Mark Struthers
Russell Wayne
Robert Schmansky
February 2017
    Financial Planning
April 2017
    Investing, International / Global, Stocks
How much should I have allocated in international equities?
100% of people found these answers helpful
16 answers
John Barringer
Dan Stewart
Louis Kokernak
David N. Waldrop
Dominique Henderson
last month
    Retirement, Pensions, IRAs
Which is the more tax-friendly account to distribute from?
100% of people found these answers helpful
19 answers
Scott Snider
David Wattenbarger
Russell Wayne
Stoyan Panayotov
Rebecca Dawson
3 weeks ago
    Investing, IRAs, Lifestage Based Planning
Which retirement account should we set up for our children?
100% of people found these answers helpful
17 answers
Louis Kokernak
Steve Kobrin
Mark Struthers
Jamie Ebersole
Judy McNary
January 2017
    Financial Planning
What is a wrap account and what are the advantages of using one?
100% of people found these answers helpful
6 answers
Investopedia
Rick Konrad
Adam Harding
Nick Bradfield
Paul McCarthy
January 2017
    College Tuition, Financial Planning
How should I invest towards my child's future college tuition?
100% of people found these answers helpful
5 answers
Jonathan Swanburg
Mark Struthers
Gage DeYoung
Ryan Hughes
Jared Hoole
December 2016
    Personal Finance, Asset Allocation
5 days ago
    Financial Planning, Retirement Savings
Yesterday
    Real Estate
January 2017
    Retirement Savings, Asset Allocation
Are we strong candidates to consolidate our retirement funds?
100% of people found these answers helpful
17 answers
Kevin Michels
Eric Flaten
Steven Lewis
Grayson Hofferber
Rose Swanger
last month
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