Savings account?


Posted March 23rd, 2009 by admin 10 Comments »
savings account
ryguy8161 asked:


I currently have a few thousand dollars just sitting in the bank in a savings account, not growing or anything. Is there anything else I could do with it that is a safe investment but will still get me a higher rate of return?

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Posted in Personal Finance | 10 Comments »

What charges are associated with using a financial planner for retirement funds?


Posted February 14th, 2009 by admin 4 Comments »
retirement funds
T C asked:


My wife and I are planning to retire in the next few months and will receive several hundred thousand dollars from our retirement funds. We need to work with a financial planner to be able to roll most of this money into accounts that won’t be taxed until we withdraw funds to spend. How much should we anticipate having to pay a financial planner to arrange this. Also, if anyone knows about these things will it be possible to make such a rollover? I am 63 and my wife is 64.

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Posted in Personal Finance | 4 Comments »