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Financial Advisor Q&A

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    Investing, Mutual Funds
October 2016
    Investing
Can a Golden Cross reverse?
100% of people found these answers helpful
1 answer
R. Bernard Clay
May 2016
    Real Estate, Stocks, Taxes
last month
    Retirement, Pensions, Social Security, Taxes
Do we have to file taxes?
100% of people found these answers helpful
1 answer
John Kvale
March 2016
    Debt, Financial Planning, Personal Finance
April 2016
    Stocks
Why would I want to accept a tender offer from a stock company?
100% of people found these answers helpful
1 answer
John Kvale
July 2016
    Real Estate
How could an increased loan interest rate affect a mortgage loan?
100% of people found these answers helpful
1 answer
Rick Fingerman
September 2016
    Small Business, Small Business Financing
How long does my business have to make a profit?
100% of people found these answers helpful
2 answers
Guy McPhail
Robert E. Maloney
October 2016
    College Tuition, Financial Planning, Life Insurance
Should I convert my 529 Plan into a whole life insurance policy?
100% of people found these answers helpful
11 answers
Steven Jon Kaplan
Patrick Traverse
Steve Kobrin
Curtis Hearn
Jay Murray
September 2017
    Retirement, 401(k), IRAs
September 2017
    Retirement, IRAs, Mutual Funds
What are the benefits of a 457(b) plan compared to low-cost index funds?
100% of people found these answers helpful
2 answers
Matt Ahrens
Richard Reyes
2 weeks ago
    Marriage / Divorce, IRAs
How to combine inherited IRA spousal basis with my own IRA basis?
100% of people found these answers helpful
1 answer
Russ Blahetka
November 2016
    Debt, Personal Finance
How do I see what medical bills are on my credit report?
100% of people found these answers helpful
1 answer
Rick Fingerman
April 2016
    IRAs, End of Life
How can a partial redemption be withdrawn after somebody's death?
100% of people found these answers helpful
2 answers
Andrew Avellan
John Kvale
May 2016
    Banking
Is the The Infinite Banking Concept still relevant today?
100% of people found these answers helpful
1 answer
Jeffrey Tilson
September 2016
    Marriage / Divorce, Real Estate
What are the ramifications of leaving a home that has equity in it?
100% of people found these answers helpful
1 answer
Rick Fingerman
September 2016
    Real Estate
Does the over 55 capital gains tax exemption apply to a second home?
100% of people found these answers helpful
1 answer
Rick Fingerman
October 2016
    Personal Finance, Lifestage Based Planning
How can I save long term without a large income?
100% of people found these answers helpful
1 answer
Corey Voorman
December 2016
    Financial Planning, Annuities, IRAs
March 2017
    Personal Finance, International / Global
What credit cards are recommended for a college student to study abroad?
100% of people found these answers helpful
1 answer
David Clark
October 2017
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