financial advisor
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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...
"Need Help Understanding My Mutual Funds in This Situation"
Asked by R. from Dallas
on October 9, 2008
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My husband and I currently have Roth IRAs, ESAs, and Coverdell accounts with Edward Jones. We have been with Edfor 7 years, but I am just concerned because I don't und...
Answers
- Hi R., You said you have lost 10K, which is alot, but what really matters is what PERCENT you have lost. The market itself has been down at least 30%, so if you ha...
- and start reading Money magazine; it's pretty good and not that hard to understand. I have some American funds and they have done very well over the last ten years, b...
- I am by no means a financial expert but here is what I would do. 1) Seek a second opinion. Have a planner from another office or company review your portfolio and ...
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, ...
David Ramsey Seminar
Asked by H.L. from Oklahoma City
on April 7, 2009
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My financial advisor suggested that my husband and I take a David Ramsey course. Has anyone been to one of these before? Does anyone know where there might be a semi...
Answers
- I was fortunate enough that the company I worked for at the time paid for this. It is helpful and gets you to thinking, however, you have to be disciplined. Check ou...
- Absolutely take this course! I also attend Lifechurch.tv and Dave Ramsey was just at church doing a financial peace series, it wasn't the full version that is offered ...
- daveramsey.com should get you taken care of. :]
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...
Who Do I Go to for This? Seeking Possible Financial Advisor
Asked by K.P. from Kansas City
on July 11, 2008
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I am seeking someone who can teach me about financial issues. Right now my husband and I could die and I don't know what would happen to our home, our child etc. I kn...
Answers
- I highly recommend Martin Meyers- financial planner with Edward Jones. His number is ###-###-####. Our friends recommended him a few months ago. He is by far one o...
- I would recommend that you visit with a couple of different folks and learn about their particular philosophies and values. It is important to take a look at the whole...
- We used a group called Lighthouse investments (I know it is lighthouse but not sure about the investments part). The financial planner we saw was Rick Bain. We set up ...
