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All Categories » Home Ownership & Mortgages » Financial Planning » Q&A (from print)

Article
04
Dec 04

It Costs Money To Market Mutual Funds

Q. In a recent column you discussed "screening" techniques when selecting mutual funds. One restriction you mentioned in your analysis was the exclusion of loaded funds. In the past my financial planner has almost exclusively recommended no-load funds. Recently, I was introduced to a different financial...

Posted to Registered Investment Advisor (Weblog)

Article
03
Jun 04

Financial Security Isn‘t The Same as “Debt Free“

Q. My wife and I have an unsecured loan for $20,000 at 7 percent with about $17,500 left on the balance that we used to pay off a lot of doctor bills and other things. We pay $400 a month on the loan. We have about 4 years left on the loan. We have about $6,000 in savings from selling my motorcycle and...

Posted to Registered Investment Advisor (Weblog)

Article
19
Jun 03

Patience, Patience, Patience

Q. My father is quite ill and will only live a few more months. I need to help my mom plan for life as a single woman after 47 years of marriage. She will get Social Security, a partial military pension, and healthcare for life. I am trying to come up with a plan to invest her insurance and savings so...

Posted to Registered Investment Advisor (Weblog)

Article
24
Apr 03

Bikers Don‘t Need No Valet Parking

Q. Like you, I am a biker (Harley). I'm nearly 62 and make about $32,000 a year. While reading your " less cash more time" column, I thought about having never saved much of anything, but I do have a 401k from work. What can I do now to have some thing to fall back on when I retire? ---T.G., Houston...

Posted to Registered Investment Advisor (Weblog)

Article
20
Mar 03

More About Finding The “Ownership Premium”

Q. Could you explain more fully what you meant in a recent column about residential real estate? How do you calculate the premium you refer to? Are you comparing a mortgage payment to a rental payment? And if so, what down payment do you assume for the buy side of the property? This is what you wrote...

Posted to Registered Investment Advisor (Weblog)

Article
19
Jul 01

When It Comes to Personal Debt, a Stretch is a Stretch

Q. Can you help? I have a mortgage balance of $73,500 at 7.875 percent. It is an adjustable rate mortgage that started at 6.5 percent in early 1994. The house is appraised, for taxes, at $117,000. I also have credit card debt of about $29,000 and payments of about $748. I make $75,000 a year. Should...

Posted to Registered Investment Advisor (Weblog)

Article
05
Jul 01

Use Qualified Plans First, then Consider Cash Value Life Insurance

Q. My wife and I are in our mid-forties and have been self-employed for 20 years. All but one of our children are married and on their own. Our home is paid for and worth about $175,000. We have no debts other than an auto payment. Unfortunately, we also have no real savings other than a couple of $5...

Posted to Registered Investment Advisor (Weblog)

Article
27
Jul 00

For Most, the Tax Benefits of Home Ownership Are Small

Q. I have a few questions about a first time home purchase. I'm a single 28-year-old male making $4,500 a month. I'm looking to purchase a home in Ohio for about $135,000. I currently rent a condo for $800 a month and have a $286 car payment for 26 more months. I'm virtually debt free except for monthly...

Posted to Registered Investment Advisor (Weblog)

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