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Personal Investment & Financial Planning Q`s/Experts

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Gerry Morgan

Australia
Available
  • Knowledgeability N/A
  • Clarity of Response N/A
  • Politeness N/A
  • Response Time(hr) N/A
  •  --Last 90 Days(hr) N/A
  • Total Questions 2
 I can answer questions about finances or financial services. Also information about banks fees and rates.

Paul Sid, CPA CFA

U.S.
Available
  • Knowledgeability 9.88
  • Clarity of Response 9.79
  • Politeness 10.00
  • Response Time(hr) 16.2
  •  --Last 90 Days(hr) 22.4
  • Total Questions 107
 I am a CPA and CFA with more than 20 years of assisting others to address a wide variety of tax and financial issues, including: (a) tax and timing for conversion of various retirement vehicles including 401(k), traditional IRA, and Roth IRA; (b) starting date considerations for social security benefits and related tax liabilities; (c) computation of book and tax basis, gains and losses on investments, §1031 exchanges; (d) tax benefits and deductions on principal residence, vacation homes, and investment properties; (e) acquisitions of business properties, computation of bonus depreciation, and MACRS depreciation; (f) tax as related to various martial issues, including dependences, noncitizen spouses, and divorce settlement; (g) review of college funding options and tax attributes; (h) tax computation and investment considerations for fixed and variable annuities; (i) tax considerations relating to gifting by parents and grandparents; (j) tax on employee benefits programs including retirement plans, health insurance, and other benefits; (k) tax on inherited assets including assets, insurance, and other assets. Paul Sid, CPA CFA
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Bruce Julien

U.S.
Available
  • Knowledgeability 9.93
  • Clarity of Response 9.93
  • Politeness 9.97
  • Response Time(hr) 18.1
  •  --Last 90 Days(hr) 3.6
  • Total Questions 396
 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.

David Disraeli

U.S.
Available
  • Knowledgeability 10.00
  • Clarity of Response 10.00
  • Politeness 10.00
  • Response Time(hr) 20.3
  •  --Last 90 Days(hr) 18.9
  • Total Questions 30
 Questions relating to potential claims against brokers. Suitability, churning, breach of fiduciary duty, the FINRA arbitration process, how to determine if an actionable claim is present.

Joe Hawkins

U.K.
Available
  • Knowledgeability N/A
  • Clarity of Response N/A
  • Politeness N/A
  • Response Time(hr) 87.0
  •  --Last 90 Days(hr) 96.2
  • Total Questions 3
 I can answer any questions on UK stocks, and provide in-depth analysis with the different materials that I currently use. I can also give out plans for other stock market advice and whether or not it will be a good idea to invest in a company, and who I would say is better to invest in. I have also been studying finance for two years and have good vision about different investment areas as well as share advice.

John D Smith, CFP

Available
  • Knowledgeability 9.83
  • Clarity of Response 9.90
  • Politeness 10.0
  • Response Time(hr) 25.0
  •  --Last 90 Days(hr) 28.9
  • Total Questions 1575
 I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner (CFP) and have performed fee only investment management and financial planning services for the past 11 years.

Recent Answers

2012-02-09 IRA:

Hi. Although an IRA that is invested in mutual funds, stocks, bonds, etc, is not federally insured, you should be covered by the brokerage houses errors and ommissions insurance of there was fraudulant

2011-12-28 investment planning:

Hi Robert,    In looking about your investment results, I commend you for making some very smart decisions.  I would not be surprised if your portfolio outperforms the portfolios of most wall street money

2011-12-17 Should I sell my rental property?:

Hi. Unfortunately this is a difficult question to answer since your specific situation and the specifics of the real estate itself ultimately factor in. Since there is not a general answer that applies

2011-12-09 Managing Mother-In-Laws Finances:

Hi Doug,    If you want it free of risk then your options are limited in that federally insured deposits (CDs, checking/savings accounts, etc) are the only things free of risk. The tradeoff with this is

2011-12-09 Managing Mother-In-Laws Finances:

You need a BANK account where you will not make much but as you want no risk, that is it. Your wife needs a power of attorney from your mother in law to work on the account for your mother in law's behalf

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