investment advisors

Related Questions & Answers

Results 1-10 from 45 articles
6

Investment Broker Advice

J.S. asks from Dallas

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...

14

Financial Advisors - Yes or No?

E.M. asks from Chicago

My husband recently rec'd his annual bonus. In past years, there were things we needed to spend it on, but we are now (thankfully) in a place where we can put some of...

7

Expectations from CPA Financial Advisors and Tax Accountants

S.H. asks from Santa Barbara

Are there any companies that handle investments and taxes? I would really like a person who does our taxes to be familiar with investments and visa versa. I was ex...

20

What Are the Options to save Money for Baby's Future?

A.H. asks from Dallas

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 i...

10

Financial Planner/Advisor for Kids College

A.L. asks from Dallas

So, I am wondering if any financial advisors out there can help me with this. I am currently in grad school and when I finish I will be making a good salary. My oldes...

5

Parents Co-Signing on Home Loan

S.B. asks from Denver

Me and my husband are looking into buying a home. We can not qualify with his credit, but we can with mine and a co-signer. My parents are more then happy to do it ...

6

What to Do with Monetary Graduation Gifts?

K.T. asks from Atlanta

My daughter is about to graduate high school and head to college in the fall. She is receiving a considerable amount of money gifts from family and friends. I would...

13

Investing

M.G. asks from Texarkana

I have a 401k from when I was working. I am trying to figure out what the safest and most accesible place to put it is. I hope to go back to school when my children s...

9

College Application Question

S.O. asks from San Antonio

Question for counselors/ career advisors out there: Do you make mention of a health disorder on a college application or mention anything about it when you ...

4

Looking for Financial Advisers in Cottage Grove Area

N.B. asks from Minneapolis

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...

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Answer Highlights

  • 10 percent penalty in 3 answers "Again, I would not touch it - you will have at least a 10% penalty plus you will have ..."
  • financial planner and tax in 3 answers "I have separate financial planner and tax accountant."
  • our financial planner in 2 answers "... a financial planner, tax counsel/CPA and legal counsel. Our financial planner ..."
  • depending on your tax in 2 answers "... 10% penalty on top of the income taxes you may have to pay depending on your tax ..."
  • edward jones in 2 answers "... a financial advisor, however we do have a financial advisor with Edward Jones."