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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
    Marriage / Divorce, Taxes
May 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
    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How can a partial redemption be withdrawn after somebody's death?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
    Real Estate, Taxes
How should I report my quitclaim deed?
100% of people found these answers helpful
1 answer
Russell D. Francis
June 2016
    IRAs
What are my options with an inherited IRA?
100% of people found these answers helpful
1 answer
John Kvale
August 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
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