investment advisor
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I Need a Recomendation for a Financial Advisor
Asked by A.M. from Miami
on June 11, 2009
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Dear Moms, I need you to recommend me a financial advisor since I need to make a desition between selling a rental property that is not rented to pay debt or wait unti...
Answers
- Why is the property not rented? I'm not a financial advisor, but I have bought and sold many houses and now is not the time to sell anything. At this point things ca...
- Hi A., I am a financial advisor in downtown Ft. Lauderdale. I would be happy to work with you and your husband. An initial consultation is always complimentary. ...
- Hi Aliia, I would call my best friend Scott Miller and talk with him. He is a realtor, a business man, and very knowledgeable about the market, our financial times, ...
Investment Broker Advice
Asked by J.S. from Dallas
on March 12, 2007
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My husband and I will be having our first initial consultation with an investment broker within the next couple of weeks. I'm pretty much on top of our finances, but ...
Answers
- In my opinion, it's totally worth it. I've always been pretty good at keeping all our finances together, but a professional can help you get everything together. We ...
- When I left my last job I had a 401k through the company. Since I wasn't going immediately to another employer, I rolled my 401k to IRA but kept the (almost) same inv...
- J., I am in the financial industry so trust me on this advice...I do not work with investments but there are guidelines on my company's website that you can find usef...
Need Financial Advisor Who Will Not Try to Sell Us Products
Asked by K.Z. from Minneapolis
on August 7, 2006
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Hi there,
We're expecting our first child in November and are now experiencing the inevitable "financial freak-out" thinking about how we are going to pay for day car...
Answers
- My aunt is a Financial advisor who I know would treat you with Complete Respect. Elizabeth A. Shaw Financial Advisor Ameriprise Financial Ameriprise Financi...
- My husband and I have been working with Nicole Middendorf of Strategic Financial for a number of years - she is very down-to-earth - and makes money matters easy to un...
- Scott Beers at Lottsa Tax and Accounting Services, Lottsa.com, helps us with our taxes and helps me with payroll tax filings for our childcare provider. They also pro...
Retirement Investment Advice
Asked by A. from Dallas
on October 16, 2008
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My husband's job offers the Fidelity Advisor SIMPLE IRA and so I wanted advice from you smart mommas on if this a good way to save for retirement. Thanks, we're new t...
Answers
- I agree - talk to a financial planner about it. I'm not a financial planner, but here are the things I, personally, would look for before investing in my employer's r...
- Be careful about using an insurance agent for financial advice, they often use just their life insurance products and you will spend more than you invest for insurance...
- A.: My husband is a financial planner with Northwestern Mutual. He would love to sit down and talk with you about your retirement plans. Give him a call at ###-###-...
Looking for Financial Advisers in Cottage Grove Area
Asked by N.B. from Minneapolis
on March 13, 2007
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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 professional about getting our money in order, so ...
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...
- Hi N., Please check out this great site you will love it, just click below, This is my upline Joe's website: http://createmysuccess.com/mangosteen/webcast Thanks...
Seeking Financial Advisor/Insurance Agent
Asked by A.G. from Chicago
on September 16, 2008
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We are seeking a finacial advisor who can also help us with our insurance needs. We would like someone who can advise us on family financials as well as take care of ...
Answers
- A., I am a Financial Planner and Partner with W Financial Services. We provide insurance and investment advice for our clients. I have a number of small business o...
- Dear A., I have worked with the same financial advisor now for almost 7 years. He works for MetLife and has experience with all kinds of insurance plans, retirement p...
- Hi A., I am a small business owner also. We use an amazing advisor in Downtown Chicago that I HIGHLY recommend to all my family, friends and colleagues. He is in ...
Should I Refinance?
Asked by T.B. from San Francisco
on February 5, 2009
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I purchased my home 6 yrs ago at a fixed rate of 6.375% for 30 yrs. My financial advisor is advising that I refinance at a new fixed rate of 5% for 30 yrs and include...
Answers
- you should get the advice of a finance expert that is not positioned to gain a commission if you choose this option. it is hard to get an unbiased opinion from someo...
- Hi T., If you can afford the payments as you have them now, then don't refinance. Not only will you owe more than you do now on the principle but over time you will...
- I've been a Realtor for 40 years, and have seen all the scenarios you can name. One of the crucial things you need to think about before refinancing is "how long do y...
Educational Savings for Your Child's Future
Asked by J. from Memphis
on January 30, 2008
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Has anyone started an educational investment account for their child/children?? I was just wondering who you went through, and if you are happy with the service. I'm...
Answers
- I started a Upromise account for my daughters 6 years ago. What Upromise does is give you savings toward college when you buy items from participating companies. You...
- Last year I was faced with the same problem. Not sure which plan to go with, I spoke to some of the employees at my bank. I met with an investment specialist that is...
- We went with a friend of ours who is an Investment dealer. Her name is Lana K. Caldwell-Wargo and she works for PFS Investments ###-###-####. We were looking into ed...
What Are the Options to save Money for Baby's Future?
Asked by A.H. from Dallas
on January 2, 2008
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I would like to invest money for my baby's future. What is the best investment option from your experience? I was looking into buying trust funds, but I am not sure if...
Answers
- Take a look at this website: www.thesimpledollar.com He gives a lot of sound financial advice from his own personal viewpoint and experience. An additional bonus is ...
- If you are still looking, give me a call...I am a working mom in Austin and I am also a financial adviser. I set up 529 plans for both of my children under 2. There ...
- We went though our State Farm Agent and set up a college fund for our son hes 4 and I think its worth $7000 right now! So my suggestion would be to contact your insura...
Investing in Real Estate
Asked by K.A. from Philadelphia
on August 5, 2011
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Hey Mamas
Does anyone have any advice/knowledge on how to go about buying a few investment properties with no money down? My husband and I are interested in gettin...
Answers
- There are many ways to buy a house with no money down but you would need to be real estate or money savvy to do so. With the financial institutions now again having a ...
- Are you sure you want to go in with no money down in a questionable real estate market? If the market drops at all you'd be upside down on your mortgage right away! ...
- My understanding is that you must have a hefty down payment now to qualify for a second mortgage. If you have cash to buy a property out-right, do it. If not, don't.
