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529 Plans
Mar 11, 2008
Question: How does a 529 plan affect a person in terms of financial aid eligibility? Samir....
A Cautious Investor
Mar 10, 2008
Question: I'm 44, working at a university. My position is not secure nor stable. I have $40,000 in CD. How do I make my money grow? I would like to...
The Falling Dollar
Mar 7, 2008
Question: The dollar continues to hit new lows almost every day. What is the retired investor to do to protect his/her portfolio from the effects...
Too much Debt
Mar 6, 2008
Question: I'm 54, earn about $80,000/yr and plan to work for 10 more years. I have $100,000 invested with Edward Jones in growth funds and would...
A 401(k) "Margin Call"
Mar 5, 2008
Question: My former employer has gone into receivership and I was informed that they will be terminating their 401k program. I would have rolled...
A, B, C, Shares, And So On
Mar 4, 2008
Question: I have some investment and savings questions. I'm 24 with about 12,000 in CDs and no debt. I recently went to a financial planner from...
Monitoring Financial Institutions
Mar 3, 2008
Question: In tough times like these, how do I monitor the health of my insurance company and bank? Sure the bank is FDIC insured but getting money...
For public good, not for profit.
Saving for Retirement
Feb 28, 2008
Question: I'm a 30 year old who works at a public university. I think I'm eligible to deposit $15,500 at my 403b and another $15,500 at 457b. I...
Co-signing and Insurance
Feb 27, 2008
Question: I'm divorced with 2 children who have college loans on which I cosigned. I want to make sure that if anything happens (god forbid) that I...
Another Credit Reporting Bureau
Feb 26, 2008
Question: While I was checking my credit reports, I came across the name of a fourth credit reporting agency, Innovis. I was told they are not...