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Updated Feb 12, 2012

Q: Need a Financial Planner And/or Lawyer    —Eden Prairie, MN

"After having our first child a couple of years ago, my husband and I have struggled with the idea of needing to have ..."

Answers:

My cousin's husband is a financial planner with Edward Jones. He works out of there Farmington office. His name is Jeff Myers.

A., My husband and I have a college fund set up for both of our kids which is tax free money, we also just set up a will. We are using a CFP who I grew up with so ...

2 more answers >>

Q: Looking for Financial Advisor in Western Suburbs    —Lisle, IL

"We're looking for a highly recommended financial advisor for retirement planning and college savings. Someone in the..."

Answers:

My husband and I have been using Steve Visser since my husband was let go from his job in 2005. He has given us some awesome financial advice and always has our best ...

I know of an excellent Financial Advisor. His name is Ted Lefere and he works for Wachovia. His number is ###-###-####. He is very easy to talk to and listens to w...

2 more answers >>

Q: Financial Adviser Needed    —Irving, TX

"My husband & I have decided we want to move up north w/in the next 5 years or so. We know what we need to do financia..."

Answers:

Ameriprise Financial will charge a flat fee .... I think about $500 (though sometimes there's a discount with Costco or American Express Platinum) and Chris gives very...

I recently transferred my retirement IRA, 401K rollover as well as most of my other financials to an advisor who has become a trusted friend. Young guy, very, very sh...

2 more answers >>

Q: What Is the Best Online Savings Account??    —Montevideo, MN

"I am wondering what other moms are doing for savings? And what is the best online savings account offered right now? ..."

Answers:

hi i also do a in home day care since june of 2007. its going good so far. learned allot and enjoying being home with my 18 mth old as well. i can say i just have sa...

I also signed up with the ING orange account, also for the bonuses, but my husband is encouraging me to switch to Vanguard. I opened up accounts for both of our kids(...

2 more answers >>

Q: PLEASE HELP!!! In Dire Need of Financial Advice    —Mansfield, TX

"I and my husband can no longer work due to disabilities and we are about to lose our house and car. We have hardly ..."

Answers:

I am also disabled. Have you applied for disability with the Social Security office? Have you applied for food stamps? Where do you live? Here in Fort Worth,TX we ...

First of all, call all of the companies now and let them know what is going on. They will often give you a couple of months of reduced payments to give you time to fig...

2 more answers >>

Q: Seeking Moms That Have Remarried    —Strykersville, NY

"I am 50 yrs. old and have 2 young adult children, one owns his own home and the other is in College. I have built a v..."

Answers:

Hi C., My advice is to wait till your son is out of college. My mother got remarried while I was in college and it increased my expected family contribution (the amou...

C., I'm 43 and recently married in October. We each have one son and I'm raising some neices and nephews as well. Marriage for us was about the committment. We didn't...

5 more answers >>

Q: Seeking Feedback on Edward Jones Financial Advisors    —Aurora, IL

"Seeking positive or negative feedback/experience on working with an Edward Jones financial advisor. Is this a good ro..."

Answers:

We Like our EJ FA from Oak Forest.

My family and I have been using Edward Jones in Romeoville for quite sometime right now and are very pleased. The customer service is awesome and he is a really great...

2 more answers >>

Q: Need Financial Advisor - Preferably in Carrollton    —Carrollton, TX

"I am looking for a financial advisor in Carrollton (preferably). Someone who can help us with our current investment..."

Answers:

I have a great reference for you - he is in McKinney but also has an office in Addison. Bill Keenan of Keenan Financial Co. is a trusted financial advisor whom we h...

We see Deborah Federick with Ameriprise. She's in Addison, just off Addison Rd & the Tollway. Her # is ###-###-####. We've been working with her for 8 years and h...

2 more answers >>

Q: Looking for Financial Advisers in Cottage Grove Area    —Cottage Grove, MN

"I was wondering if there are any moms out there that use a financial adviser? I would like to sit down and talk to a ..."

Answers:

Not in Cottage Grove but willing to travel to see you: Jeremy Dobson ###-###-####

N., I do not have a reference for you however I do have some advice. I have worked in the financial business for many years. One of the biggest thing to consider is fe...

2 more answers >>

Q: Why Does David Ramsey Work So Well for You?    —Sherman, IL

"Hi Moms, I was wondering why the David Ramsey program works so well for you all as compared to other advisors? I wa..."

Answers:

It works because he lays it on the line what you need to do and what you should not do. But if you do not have a regular pay check, like if you are an independent b...

I LOVE, LOVE, LOVE Dave Ramsey!!!! Not only is he logical and stands his ground, but his plan works. He doesn't try to give you a feel good approach, he tells you li...

5 more answers >>

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