investment advisors
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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...
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...
Financial Planner/Advisor for Kids College
Asked by A.L. from Dallas
on May 16, 2011
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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 oldest...
Answers
- May I recommend Mark Cannon with Ameriprise Financial - ###-###-####. He's a really nice and intelligent person with a young family of his own. He's been really help...
- I highly recommend Shirley White-Stevens in Allen: http://www.shirleywhitestevens.com/ Not only is she an independent certified financial planner, but she specializes...
- A., I have a WONDERFUL financial advisor with Ameriprise Financial in Richardson. He is on Campbell Road, just east of 75. His name is Charlie Pepkin. He's been my f...
Parents Co-Signing on Home Loan
Asked by S.B. from Denver
on June 11, 2009
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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 f...
Answers
- S., Here is my opinion, wait till you can do it on your own. We have owned 2 town houses in the past, with no co-signers. We put a house under contract I lost my ...
- Most financial advisors I've ever heard are against co-signing. I'm not sure all the reasons why, but people I know who have done it wish they never had as it ruins t...
- I would wait. "Co-signing" on a home is really just both of you buying it. They would have all rights to it just as you would. If you aren't comfortable with that situ...
What to Do with Monetary Graduation Gifts?
Asked by K.T. from Atlanta
on May 20, 2010
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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 ...
Answers
- Hi K., Monetary graduation gifts were originally intended to pay expenses at college. This may or may not be the intention here, but it would be a good idea to save...
- Depending on how much money is received, I'd either contribute to a 529 (if you have one) to go towards her college expenses, or I'd seek the advice of a financial pla...
- I agree with Mimi...i would save them to help her purchase books in the fall. Books are expensive!! I do think it would be okay for her to spend some of it on a nice...
Investing
Asked by M.G. from Texarkana
on September 26, 2011
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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 st...
Answers
- Your 401(k) is NOT supposed to be accessible. It's a long-term savings vehicle. Please tread very carefully when considering accessing those funds. You will have to...
- If it is a 401 K, and if you acces it, you will pay taxes through the nose. 401K's are not to be accessed. There are special provisions in place that you can borr...
- Where is the money now? Most employers make you transfer it when you terminate. Most people roll it over into an IRA. Depending on the structure you can have ju...
College Application Question
Asked by S.O. from San Antonio
on July 6, 2011
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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 w...
Answers
- My husband has worked in higher ed for 20 years and I have been there for 8 as well. I think at the undergraduate level we are almost always looking for thriving desp...
- There is a lot that goes into consideration. Here is the thing if you leave it out then he is not painted by his disorder. The draw back is you leave it up to their ...
- I believe in full disclosure. My son battled a degenerative hip disease & we made that clear to the college. He ended up dropping out for a hip replacement, & I was ...
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...
How Do You Sell Shares of Stock?
Asked by J.L. from Savannah
on May 4, 2012
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At my last job, I bought some shares of stock through the HR dept. They handled it, I just gave them a check and then I got the shares of stock certificate in the mail...
Answers
- We use e-trade for all of our stock trading. I'm not sure what to tell you, other than I would check out some of these online places, and then contact a broker if you...
- If your company's stock is privately held, you would need to go back through your company to sell it (not a broker). Some companies (like Publix) will only sell stock...
- Most do it yourself sites can sell the stock if you have the paper. What I would recommend is going on Scottrade's website and looking at transferring stock. If it s...
How Would You Advise Your Daughter?
Asked by S.M. from Kansas City
on August 26, 2011
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A few weeks back I wrote on here about my daughter making a stupid mistake at work and getting fired. I was pretty upset by the fact that they don't give second chanc...
Answers
- I work in Outplacement, helping people get jobs. Real work experience is very valuable these days, even if the job is "assistant". If she can manage the job and school...
- Has your daughter researched to find out if there is a chance that she can get a job in Human Resources. I have a friend with a degree in Human Resources and she's be...
- I was a career secretary before I became a SAHM. I was working for the Regional Sales manager of a high end investment firm in San Francisco. I had risen basically a...
