Personal Investment & Financial Planning Q`s/Expert Profile

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Recent Answers from David Disraeli

2012-05-09 Annuitys:

Yes there are all different.  However their literature will (by law) explain everything.  If you really want all the facts ask for a "specimen contract".      I have never seen one charge fees if annuitized

2012-04-05 withdrawl of fixed anniuty:

Hi it depends on whether there are still "surrender charges" or not.    Call the company or agent and ask them.  Also be aware that some companies waive the surrender fees for confinements of 90 days or

2012-02-29 Mislead on policy:

Hi Fancoise I am very sorry for the delay.  You may have been mislead but you also signed documents explaining the limitations.      Have you tried talking to the planner or his/her boss?  The only other

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

Doug - you can't take money out of someone's control without their permission or a court order.  A power of attorney would techinically work but could be viewed as stealing.  Hopefullyu she'll just agree

2011-12-02 TDAmeritrade weekly options mess:

Pauline I feel your pain.  YOu are either going to have to sue via FINRA arbitration or let the matter go.  Arbitration may or may not be a good Idea, I don't have enough facts yet.    All I can offer