Archive for the ‘Personal Finance’ Category

Does anyone know of any local money management firms?

Saturday, December 27th, 2008
rjmm asked:


That will set up an IRA or just general investment account? Good fees, good experience with them?

Fundamental Personal Money Managment / Investment Book?

Thursday, June 26th, 2008
tsf_michelle asked:


I am a beginner trying to learn more about money management/investment. Do you recommend any that is easy to comprehend? I wish the book will cover investment planning, basic information regarding stocks, mutual fund, etc, real-estate investment, etc.

My friend recommends “Latino Guide Personal Management” by Laura Castaneda and Laura Castellanos. It covers everything that I am interested and it keeps things very clear and simple and fundamental. The only thing I am not sure is that if it gives accurate information. I read pretty good reviews about it online and wish to see if there are options of other books as well.

Thanks.

Which state has the best 529 plan?

Wednesday, February 13th, 2008
Novice asked:


I have visited http://savingforcollege.com but unless I visit all the links, I couldn’t answer this question. I’m just looking for a good one in term of having a few decent investment options (not too many is ok just ranging from conservative to aggressive) and (importantly) low management fee.
Actually many 529 state plans I have checked (California, Nevada, Kansas, Alaska) do not have any tax break for residence.