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Financial Advisers Questions

Updated Feb 12, 2012

Q: Saving for Education    —South San Francisco, CA

"I am wanting to open up an education account for my 7mos old and wondering if 529 is really the best way to go. I als..."

Answers:

A 529 plan is a real blessing, but it is meant for college or post secondary education only. This is the way it works...you put in money and it grows tax free. You c...

Hi A., Our accountant set up 529 accounts for our kids. We contributed for one year. They continue to perform quite well. However... There will always be someone (...

6 more answers >>

Q: Looking for an Experienced and Trustworthy Financial Adviser & Accountant    —Simi Valley, CA

"Due to being new to Simi Valley, I am looking for a financial adviser and an accountant to help myself and my husband..."

Answers:

Hi P., Welcome to Simi! I moved here about 7yrs ago, and LOVE it! I know this isn't what you're looking for, but this coming Tuesday, from 9am-12n, the MOMs Club wi...

Hi P. I can definately help you out. I came from out of the country and used to have my brother-in-law handle my affairs. He has since retired and it took a long ti...

6 more answers >>

Q: Budget    —Porter Ranch, CA

"hi everyone. my husband and i are are trying to make a budget and want to stick with it. i would love suggestions..."

Answers:

Start keeping your recipts for a month and add them up at the end to see what you spend. I have a budget I use every month. Send me a message and I will e-mail it to y...

I was in debt over my head and had about 10 credir cards go to the collectin agency. This was about 5 years ago and it had gotten so bad I stopped opening my mail alt...

13 more answers >>

Q: Seeking Reputable Financial Adviser in Chino Hills Area    —Chino Hills, CA

"Hello moms! I am a stay-at-home mom-slash-dissertation writing graduate student. My husband is the sole breadwinner..."

Answers:

Hi J., The guy I know is in Yorba Linda. His name is Lee Norton, he works for Edward Jones, his number is ###-###-####, and his e-mail address is ____@____.com. Con...

If you're looking for insurance and/or planning for retirement, I recommend this company. With a second one on the way, you'll want to make sure you're prepared in ca...

4 more answers >>

Q: Child Care Costs    —San Francisco, CA

"Hi Ladies, I'm a local financial advisor doing financial planning for the first year thru college for my clients. ..."

Answers:

Hi, I work full time and I have four children in day care in the El Sobrante area. I pay $625.00 a week for the four of them!

When we were living in SF we had a nanny, that was about $2000 a month, we moved to the east bay and had a small family style day care that was about $1500-1600 a mont...

3 more answers >>

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