Browse by Categories

• Government, Taxes & Other Disasters
• Retirement

• Investing To Live Abroad… Or Save Purchasing Power

  B.M. writes with a question that must be bugging many people who are wishing to retire abroad: " I plan to make a permanent move to Europe in the next one or two years. However, in the meantime I will earn dollars, most of which I will save. By the time... Posted Jan 25 2005, 11:30 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• Take Your Money and Run from Janus and Strong?

  Q. My wife and I have over $300,000 spread over five Janus and Strong mutual funds. We know you have recommended getting out of the funds involved in the recent fund timing scandals. We also know you seem to like the Vanguard family of funds. We are close... Posted Apr 15 2004, 09:44 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• A 25 Year Old Invests for the Far Future

  Q. My grandfather in Seguin Texas makes it a point to mail me some of your articles from time to time. I'm a 25-year old growth-minded investor. I have about $4,500 or so from a previous job's 401k plan that I intend to rollover into 1 or 2 IRA mutual... Posted Dec 25 2003, 12:29 PM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• How To Maximize Security During A Job Hunt

  Q. I was recently laid off. I have roughly $17,000 in savings (not counting retirement). The only debt I have outside of current living expenses is a car loan. It has a balance of $11,000 (2 years remaining) My question is this. Should I pay off the loan... Posted Jan 02 2003, 11:34 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• For Some, Parenting Never Ends

  Q. I am a 64-year old retired dental hygienist who has a 42-year-old mentally ill daughter. She is bi-polar. I have sole responsibility for her. She was recently awarded disability benefits and Supplemental Security Income totaling $565 a month, $112... Posted May 16 2002, 02:51 PM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• An Action Plan for Income Loss

  Q. We could use some advice investing money. We recently sold a rent property and it netted $33,000. We also have $10,000 from a flood loan that government provided due to hurricane Allison. We started repaying it monthly in February at $357 for the next... Posted Mar 28 2002, 11:22 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• Money Management: No Rocket Science Required

  Q. Here is my dilemma: I will be 61 soon. I am very healthy and energetic. Not employed. No one wants a 60-year old Controller. I have $420,000 in 3 separate IRA accounts, down from $800,000 in January of 2000. I am currently with a full service broker... Posted Nov 15 2001, 11:46 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• Conserve Cash While Looking For A New Job

  Q. I just became unemployed from the downsizing of the telecom industry. I want to know how to manage my resources wisely. I have about $150,000 in 401(k) assets, all in growth funds. I also have $10,000 in cash and $10,000 in a CD, earning 5 percent... Posted Oct 25 2001, 02:47 PM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• For Paying Bills, Use a Money Market Account

  Q. Please explain short-term bond funds. My mother is 88 and has about $50,000 to invest. She would like to put it somewhere and still be available to remove funds and write checks. Would a short bond fund be OK or do you have another suggestion? ---D... Posted May 03 2001, 10:23 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• Your Credit Debt Can Be a Source of Savings

  Q. I am 33 years old with about $26,000 in a retirement fund. The fund is managed by a state run Deferred Compensation Program. I contribute $60 a week to this fund. I have my money divided into 40 percent guaranteed funds with a return of 6 percent-... Posted Aug 31 2000, 02:12 PM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• Start with a Plan, Then Invest According to the Plan

  Q. My husband is 51 and I'm 46. We have two children, one elementary school age and one junior high in a private school at about $450 a month for both. We own two houses, one a rental where the rent covers the payment exactly (we owe about $56,000 on... Posted Jul 20 2000, 10:09 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• Land Ownership Seldom Good for Small Investors

  Q. My husband and I were given a piece of residential property (no house) in Horseshoe Bay, Texas a few years back. It costs us about $1,000 a year to keep this land in taxes and maintenance fees. It's taxable value has remained around $18,000 since we... Posted Jul 06 2000, 08:48 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• Think of it as “The Dell Problem”

  Q. I have 24,000 shares of stock in a central Texas based computer company (Dell) that I have held for nearly 8 years. In the past it has done very well. However, in the last year the price of this stock has been bouncing around in a very lackluster manner... Posted May 11 2000, 10:41 AM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print), Retirement

• The End Is Still Near, As It Has Been for 50 Years

  Q. What is your theory on the potential economic crash of 2000? People like SMU's Ravi Batra are preying on people's fears by talking about horrendous market crashes and the inevitable Depression that will follow. How much of this is true? How much danger... Posted Mar 23 2000, 01:08 PM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)

• How To Be an Aggressive Couch Potato

  Q. When I left my previous company I rolled my $400,000 401(k) into a Merrill Lynch IRA with the broker who represented the 401(k) plan. He wants me to put the money with one or more money managers who would charge a 2% fee and has given me information... Posted Mar 16 2000, 02:35 PM by scottb with | with no comments Filed under: Financial Planning, Income Investing, Q&A (from print)