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Personal Investment & Financial Planning Q`s/Experts

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Bruce Julien

I can answer questions on and raise issues clients overlook in the areas of Estate Planning as far as taxes and distribution flow problems, Asset Management as far as appropriateness of assets and allocations for a desired goal and the value a consumer gets for their costs, Tax Planning related to Income and Estates, and Insurance/Annuity questions particularly in light of suitability to the consumer.

John D Smith, CFP

I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related comprehensive wealth management and investment concerns.

John Guilford Kerr, CFP, CFA

I can answer questions related to personal financial planning, asset allocation, private equity investment analysis, fixed income, mutual fund, ETF, and stock questions, estate planning (basic), education planning, insurance planning, and business financial planning.

Rob Drury

Retirement planning, tax qualified retirement plans (401(K), IRAs, etc.), mutual funds, insurance used in retirement planning, estate planning (tax planning, transfer of assets, creditor protection).

Recent Answers

2016-10-05 Protecting Money for College:

Hi Liz,    The easiest way in my opinion would be to open a 529 Plan for each of your intended nieces / nephews.  You need an account for each beneficiary. But if one of them does not use the money that

2016-09-11 investing inheritance:

Hi. I know the tiny return is tough to accept, however, safety seems to be the major concern for you. There is no free ride when it comes to trying to achieve extra return so if this is money you will

2016-09-08 Financial advisors:

Tom    Everything was a miserable failure in 2008; and they have all come back if you stayed with whatever you came into the drop with. There won't be anything you can invest in, in equities, that can

2016-09-05 Financial advisors:

Sorry for the delay Tom    I managed assets as such in the past and still do. It happens a lot when clients come in with old positions they want to or have to keep but do like my ideas if different.  

2016-08-31 Roth IRA:

Dear John,    First, congratulations on your methodical saving.  Best thing you could do.     In general terms, when you have a need for cash, it is better to first take it from your taxable accounts,

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