investment

  1. Linda marshall

    62 year old gets windfall inheritance how to invest?!

    Hello Investment People! I'm hoping you can help me help a friend of mine with some suggestions on investment strategies given her recent inheritance and her age. Last month her father passed away. Although she did expect to receive some portion of his estate, she and her 6 siblings had no...
  2. Linda marshall

    Any thoughts on this GreatWest Financial "Family Legacy" plan?

    my 80 yr old father in law was "invited" to USBank this week where he sat through a mind-numbing 2 hr presentation on a "great new program" called the Family Legacy Plan (single premium universal life insurance) a Great-West Financial plan. I am inherently distrustful of commercial banks, and...
  3. M

    Rollover/Transfer 401k without quitting

    So I messed up terribly last year and when I switched jobs I rolled over my 401k from my relatively low fee merryl lynch fund to my new company's 401k John Hancock fund which the fees are astronomical (I mean lowest is index 500 and is 1.3% astronomical). Is there anything I can do in this...
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