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Personal Investment & Financial Planning Q`s/Expert Profile
Expertise
I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related comprehensive wealth management and investment concerns.
Experience in the area
I have been providing fee only investment management and comprehensive wealth management services for the past 19 years.
Education/Credentials
I have a degree in Financial Planning & Counseling and I am also a Certified Financial Planner practitioner.
Average Ratings
Recent Reviews from Users
K = Knowledgeability C = Clarity of Response P = Politeness| User | Date | K | C | P | Comments |
|---|---|---|---|---|---|
| ron | 05/09/12 | 10 | 10 | 10 | Thanks John! |
| Monte | 05/03/12 | 10 | 10 | 10 | thanks for the advice and since i ..... |
| Jay | 04/03/12 | 10 | 10 | 10 | My questions were fairly broad and John ..... |
| andrea | 03/29/12 | 10 | 10 | 10 | Thanks! |
| jon | 02/27/12 | 10 | 10 | 10 | Thank you! |
Recent Answers from John D Smith, CFP
2012-05-21 Credit Reporting:
Hi Carl. In my opinion, the only reason you would want to enroll in a monthly service is to monoitor your report and make sure nobody has compromised your credit in a false or fraudulent way. With that
2012-04-29 portfolio review:
Hi Monte, Your questions and "dilemma" is a common one. People who have always been do-it yourself investors often times struggle with making the call to determine if they should be hiring a professional
2012-04-26 Refinance and 2nd Marriage:
Hi. Unless your bank will specifically disallow this, he does not necessarily need to be on the title of the house (which determines who gets it if you die) just because he is on the loan. Worst case,
2012-04-02 Choosing a financial advisor / planner:
Hi Jay, The questions you pose are great ones and in an affort to answer these questions in enough detail to where it would be helpful, I would like to offer a few minutes of my personal time over the
2012-03-29 401Kto IRA rollover:
Hi, you are correct. This will not prevent you from having to pay taxes on the withdrawal. Another option, if your 401k/Prfit Sharing allows it is to borrow $10,000 from your 401k and then take this money
Answers by Expert:
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