Best Children's accounts....?

[Aj]

I wasn't sure if there were certain Apps/brokerages that helped teens / college kids transition to being mindful with their finances, helping them save,...

[Aj]

My high school teenagers have a checking account, a debit/credit card and a Roth IRA account. However, as one kid goes off to college, I want them to...

[Aj]

Thanks for your insight, Cubicle.
Once I realized several years ago that I'd already reached the point where the policies were self-funding (I don't...

[Aj]

I have ~25+ year old whole life NWM policies that are currently self funding themselves. The cash value is just over $900K. I have two questions for...

[Aj]

DanA wrote: Do you need to access this cash? If so, on the whole life policies, ask for an in-force illustrations.  Ask for “as is” illustrations on all of the policies. Also ask ...

[Aj]

Hank wrote: Yep, throw out the emotions of what happened with this policy (and your money) until this point.  Evaluate the policy on a forward-looking basis, using an in force illustrat...

[Aj]

Been going through the blog comments and forum comments on Whole Life Insurance.  Wow! Jim, thanks for taking the attacks from commenters and continu...

[Aj]

Its been a slow process, but I'm finally reevaluating our life insurance policies. My wife (KJ) and I are ~50yo and she is a P.A. who works with me (Ob...

[Aj]

Hey guys, Are you still looking for possible roomies for an AirBnB/suite etc.? I'm booked at the Hampton Inn (Double tree is all sold out) and am look...

[Aj]

Apparently one cannot move the funds from the IRA rollover to another 401K..... that is what our advisor told us.  Am trying to confirm that....  ...

[Aj]

My wife had a 401K at a previous employer worth ~$20,000.  She'd left the job many years ago; as the business was closing, I moved it to a Vanguard IRA...

[Aj]

THANK YOU ALL FOR REPLYING!!!  For some reason I wasn't notified of replies (probably did NOT press a button somewhere). They are 65 LIFE (Wholelife)...

[Aj]

So, unfortunately I came across WCI only a few years ago and was already well on my way down the Whole Life Insurance track.  So, I need help (from folks...

[Aj]

Max out retirement accounts Get rid of old clothes – donate to charities Declutter (home, financial accounts etc.) Review and update estat...

[Aj]

Bart, what I did was the following: (should've done a long time ago) 1). Read the complete 401K document, and write down administrative costs/fees 2). Look at t...

[Aj]

Thanks Scott. I really appreciate the feedback from you guys.  I'm all ears to any other thoughts and suggestions. I have to try to convince my part...

[Aj]

That answer is simple and to the point.

Thanks Zaphod.

[Aj]

I'm in a 5 physician group with a total of 30 employees.  Our current plan fees are 1.2%.  There is another company (America's Best 401K / Creative...

[Aj]

My father recently passed away.  He had some money in a bank account (in INDIA) with my name as a beneficiary.  I moved the money and invested it into...

[Aj]

Similar position (not as much, though).  I chose to continue my current strategy as I'm in the market for at least another 15-20 years at the the current...

[Aj]

You seem to have had an approach that suits your comfort level and philosophy. We just made regular home payments and maxed out tax advantaged accounts fi...

[Aj]

Interested too.  Will follow this thread.

[Aj]

Initiated IRA contribution for wife and myself for ROTH conversion. Initiated 529 contribution for kids. Initiated ROTH contribution for kids. Watched movi...

[Aj]

Max out retirement accounts Get rid of old clothes - donate to charities Declutter (home, financial accounts etc.) Review and update estate p...