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Personal Investment & Financial Planning Q`s/Experts

ExpertAverage RatingsExpertise

John Guilford Kerr, CFP, CFA

U.S.
Available
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.

Bruce Julien

U.S.
Available
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.

Rob Drury

U.S.
Available
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).

John D Smith, CFP

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

Louis Schwarz, QFP, CFP, RFC. ChFEBC

U.S.
On Vacation
returns 12/31/2016
Over 40 years experience - discretionary investment management, advisory service, stocks, bonds, mutual funds, annuities, IRA, Roth, 403(b), 401k, tax planning, tax preparation, retirement planning, tax reduction, life insurances. I hold five professional designations: QFP, CFP, RFC, ChFEBC, and Paladin Registered Advisor with a professional rating of five stars.

Recent Answers

2016-11-07 Financial Planning:

Hi Esther,    The first thing to do, if you have not done this already, is to make a careful budget so you have a good feel for your cash flow requirements.  I understand that health care expenses can

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.  

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