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Updated Tuesday, May 21, 2013 as of 8:47 AM ET

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When to retire??
by jimpeters » Wed Oct 10, 2012 12:58 pm

0 Replies

15662 Views

Last post by jimpeters
Wed Oct 10, 2012 12:58 pm
Trying to Motivate my Client to spend less
by Bradly T. » Mon Oct 18, 2010 4:53 pm

1 Replies

6531 Views

Last post by jimpeters
Thu Sep 27, 2012 12:52 pm
Mortgage in retirement?
by Steve23 » Tue Sep 25, 2012 8:05 am

0 Replies

2138 Views

Last post by Steve23
Tue Sep 25, 2012 8:05 am
Estate Planning Case Study
by IdaPlanner » Mon Jan 26, 2009 11:10 pm

5 Replies

7917 Views

Last post by simonclay111
Wed Sep 19, 2012 1:30 am
Profit Sharing Rollover Blues
by RClark » Thu Mar 08, 2012 5:46 pm

4 Replies

8005 Views

Last post by RClark
Fri Mar 09, 2012 3:46 pm
401k Principal Financial?
by winterqqqq » Wed Mar 08, 2006 9:25 am

2 Replies

6417 Views

Last post by Christina123
Wed Mar 07, 2012 8:01 am
Estate Planning
by StuCam » Wed Feb 22, 2012 2:18 pm

7 Replies

4593 Views

Last post by the observer
Thu Feb 23, 2012 1:25 pm
In-Service SEP transfer possible?
by 0brian0 » Sun Apr 20, 2008 7:41 am

3 Replies

7530 Views

Last post by Bradly T.
Wed Sep 21, 2011 12:42 pm
leveraged lending programs
by bkim » Wed Jan 12, 2011 4:43 am

0 Replies

5901 Views

Last post by bkim
Wed Jan 12, 2011 4:43 am
Do you need ex-spouse's SS to get the benefit?
by athena » Wed Nov 17, 2010 10:02 am

2 Replies

6213 Views

Last post by athena
Wed Nov 17, 2010 9:11 pm
Using a Roth IRA for an Education Fund
by Tom D » Wed Jun 30, 2010 12:18 pm

6 Replies

7223 Views

Last post by Tom D
Thu Jul 01, 2010 9:56 am
20 yr old medical settlement 3.5 million
by CFPstudent1 » Fri Feb 05, 2010 2:28 pm

7 Replies

8630 Views

Last post by Bradly T.
Tue Feb 09, 2010 4:58 pm
Case Study Response
by Hal County » Wed Feb 03, 2010 4:08 pm

0 Replies

5644 Views

Last post by Hal County
Wed Feb 03, 2010 4:08 pm
What to do with unkown cost basis
by Weemery » Fri Mar 07, 2008 12:18 pm

9 Replies

9564 Views

Last post by Frank StOnge
Tue Dec 22, 2009 5:10 pm
Annuity For Entity
by ReStart » Mon Jul 20, 2009 8:31 pm

10 Replies

13231 Views

Last post by Bradly T.
Wed Jul 22, 2009 2:25 pm
Old 401K Balance
by Shadowfax » Sat May 23, 2009 12:47 pm

6 Replies

8090 Views

Last post by uphill
Tue Jun 23, 2009 3:28 pm
Capital Gains
by swood » Wed Jun 17, 2009 6:19 pm

0 Replies

5738 Views

Last post by swood
Wed Jun 17, 2009 6:19 pm
How Long Does a Typical Financial Plan take
by john-adams » Sat May 23, 2009 9:29 am

0 Replies

6042 Views

Last post by john-adams
Sat May 23, 2009 9:29 am
Fee Only Advisor - 401k compensation
by Sccoter59 » Wed Apr 01, 2009 7:24 pm

13 Replies

12744 Views

Last post by jdang307
Sat May 02, 2009 8:14 pm
Endowments
by Bob H » Sat Feb 21, 2009 3:53 pm

0 Replies

5830 Views

Last post by Bob H
Sat Feb 21, 2009 3:53 pm
Basic A vs B Share Question
by SouthBayAdvisor » Tue Dec 16, 2008 4:53 pm

1 Replies

6159 Views

Last post by Deb
Fri Jan 16, 2009 6:37 pm
Multiple INherited IRA's
by Mike A. » Mon Sep 29, 2008 10:30 am

1 Replies

6012 Views

Last post by BruceM
Thu Jan 15, 2009 11:49 am
Automobile Leases
by hydepark » Wed Nov 05, 2008 1:56 pm

2 Replies

6450 Views

Last post by Doctor Dave
Mon Nov 10, 2008 9:05 pm
IRA to HSA transfer
by Jay » Mon Sep 15, 2008 2:09 pm

5 Replies

7834 Views

Last post by Tony2008
Tue Sep 23, 2008 10:44 am
Social Security For Young Clients
by HRP » Tue Aug 26, 2008 7:56 am

4 Replies

6922 Views

Last post by HRP
Sat Sep 06, 2008 8:55 am
Overwhelmed with Student Loans
by SND » Wed Aug 20, 2008 8:05 am

2 Replies

6560 Views

Last post by SND
Wed Aug 20, 2008 3:18 pm
Non-Spouse Beneficiary of 401(k)
by gcristina » Tue Jul 29, 2008 8:41 am

4 Replies

7083 Views

Last post by gcristina
Mon Aug 11, 2008 10:51 am
Gift Taxes!
by Community Manager » Thu May 15, 2008 7:57 pm

1 Replies

5936 Views

Last post by ahearn1
Fri Jun 27, 2008 4:03 pm
Client Portfolio
by Community Manager » Fri Jun 06, 2008 12:29 pm

0 Replies

5746 Views

Last post by Community Manager
Fri Jun 06, 2008 12:29 pm
What's the Value of this Conversion?
by Community Manager » Thu Jun 05, 2008 2:46 pm

0 Replies

5764 Views

Last post by Community Manager
Thu Jun 05, 2008 2:46 pm
Planning for a Widow
by Community Manager » Thu May 15, 2008 8:27 pm

0 Replies

5881 Views

Last post by Community Manager
Thu May 15, 2008 8:27 pm
College Planning Case
by Community Manager » Thu May 15, 2008 8:02 pm

0 Replies

5713 Views

Last post by Community Manager
Thu May 15, 2008 8:02 pm
83-Year-Old Business Owner
by Community Manager » Thu May 15, 2008 8:01 pm

0 Replies

5657 Views

Last post by Community Manager
Thu May 15, 2008 8:01 pm
Death Claim Conservation
by Community Manager » Thu May 15, 2008 7:59 pm

0 Replies

5923 Views

Last post by Community Manager
Thu May 15, 2008 7:59 pm
1M Life Insurance for 64 Year Old
by Community Manager » Thu May 15, 2008 7:58 pm

0 Replies

6075 Views

Last post by Community Manager
Thu May 15, 2008 7:58 pm
ISO Employee stock options
by Community Manager » Wed May 07, 2008 11:21 am

0 Replies

6049 Views

Last post by Community Manager
Wed May 07, 2008 11:21 am
What's the Value of this Conversion?
by Community Manager » Wed May 07, 2008 10:41 am

0 Replies

5972 Views

Last post by Community Manager
Wed May 07, 2008 10:41 am
Disclosure requirements
by Community Manager » Fri May 02, 2008 3:07 pm

0 Replies

5625 Views

Last post by Community Manager
Fri May 02, 2008 3:07 pm
Changing custodian on 72(t) acct.
by Community Manager » Fri Apr 25, 2008 3:31 pm

0 Replies

6655 Views

Last post by Community Manager
Fri Apr 25, 2008 3:31 pm
Real Estate Question
by Community Manager » Wed Apr 23, 2008 9:20 am

0 Replies

5656 Views

Last post by Community Manager
Wed Apr 23, 2008 9:20 am
Planning question
by Community Manager » Tue Apr 22, 2008 4:17 pm

0 Replies

5603 Views

Last post by Community Manager
Tue Apr 22, 2008 4:17 pm
Newbe Seeks Advice Regarding New Client
by Community Manager » Fri Apr 18, 2008 3:13 pm

0 Replies

4863 Views

Last post by Community Manager
Fri Apr 18, 2008 3:13 pm
Trust ownership of 529 plans
by Community Manager » Fri Apr 18, 2008 2:59 pm

0 Replies

4655 Views

Last post by Community Manager
Fri Apr 18, 2008 2:59 pm
Longevity/Life Expectancy
by Community Manager » Thu Apr 17, 2008 7:48 pm

0 Replies

4189 Views

Last post by Community Manager
Thu Apr 17, 2008 7:48 pm
QDRO, recent divorcee case
by Community Manager » Thu Apr 17, 2008 7:39 pm

0 Replies

4470 Views

Last post by Community Manager
Thu Apr 17, 2008 7:39 pm
First Case. Please Help
by Community Manager » Thu Apr 17, 2008 7:24 pm

0 Replies

3910 Views

Last post by Community Manager
Thu Apr 17, 2008 7:24 pm
New Client, Old Annuity Problem
by Community Manager » Wed Apr 16, 2008 10:16 pm

0 Replies

3924 Views

Last post by Community Manager
Wed Apr 16, 2008 10:16 pm
How to reduce taxes?
by Vig Oren » Sun Mar 23, 2008 12:40 pm

18 Replies

9732 Views

Last post by Vig Oren
Tue Mar 25, 2008 7:14 pm
case study Hong Kong(anybody helps me?)
by lootle » Wed Mar 19, 2008 1:01 am

4 Replies

5033 Views

Last post by lootle
Mon Mar 24, 2008 8:55 pm
Discussion: Variable Annuity Overseas
by Community Manager » Thu Feb 14, 2008 12:22 pm

2 Replies

4350 Views

Last post by Lucullus
Sat Mar 22, 2008 4:23 pm

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