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Personal Investment & Financial Planning Q`s/Experts

Expert	Average Ratings	Expertise
Bruce Julien U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.92 Clarity of Response 9.93 Timeliness 10.0 Politeness 9.96 Total Questions 279	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 Available View Profile Ask A Question View Past Answers	Knowledgeability 9.83 Clarity of Response 9.89 Timeliness 9.90 Politeness 9.98 Total Questions 1376	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.

Expert

Average Ratings

Expertise

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.

John D Smith, CFP

Available

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.

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Recent Answers

2009-11-19 Former Employer Pension:

Hi. It depends on what type of plan it is. If it is a 401k/Profit Sharing, then yes, you can cash it out. If it is a defined benefit pension, or other type of pension, then maybe not as some of these types

2009-11-19 personal investment:

Hi. The financial answer to your question is it depends on whether or not you feel you can invest the $$ that would be used to retire your debt and earn more on it than the cost of the loan(s). If yes

2009-11-19 personal investment:

Grady Fine to knock off the car debt. I'd let the med school debt ride while it is still deductible for you and even when it isn't , 3.2% is pretty good. I usually don't recommend paying off a mortgage

2009-11-19 61 and Inheritance Investments:

Hi. This is a difficult question to answer as there is no "best" place to invest that applies to everyone. The best way to invest depends on each persons unique goals, risk tolerance, financial situation

2009-11-10 IRA:

The person you spoke with is wrong. You can move $$ from an IRA at one institution to a same titled IRA at another institution without any IRS imposed taxes or penalties. The key is that it needs to be

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