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Personal Investment & Financial Planning Q`s/Experts

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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).

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.

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.

Louis Schwarz, QFP, CFP, RFC. ChFEBC

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

2016-12-19 Investment Sales:

Hi. If I understand your question properly, you are wondering where the brokerage company gets the money  that is paid to an investor who sells the investment? In some ways, it depends on the type of transaction

2016-12-12 Ssdi:

Merry Christmas to you Joyce!    Unfortunately the increase in the COLA this year won't buy a lot of turkey for the table.    A .3 percent increase means three tenths of one percent, i.e. .003.  Not much

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

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