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  • Oct 27, 2011

    Time to refinance

    Question: I am currently looking to refinance my home to get a lower interest rate. The problem is I will likely be relocating for work soon. I'd…

  • Question: I've had mutual funds for over 20 years that basically are about 10% higher now than my original investment so long ago. This is typical…

  • Oct 25, 2011

    What now?

    Question: I own shares in a family business and my shares are being purchased. I will be paid approximately $150,000 over the next ten years in…

  • Question: Hello, I was just listening to your program here in sunny San Diego, Saturday around noon (Oct 22). You were interviewing a recent…

  • Oct 22, 2011

    Time to refinance

    Question: Refinance or additional payments towards principal? After Amy Scott's report on falling interest rates I decided I must stop wondering…

  • Question: Could you discuss what is reasonable in terms of fees and sales charges for mutual funds? My current Roth IRA provider charges a $10…

  • Oct 20, 2011

    DIY or planner

    Question: I'd like to think I'm relatively savvy with financial planning (in no small part thanks to your show) and have a growing portfolio that…

  • Oct 18, 2011

    Go for it

    Question: I am planning on retiring from Federal government with a pension of about $19,500 at age 60. I have $300,000 in savings and I will…

  • Question: We would like to make additional payments to our mortgage. Does it make a difference whether we make that additional payment towards the…

  • Question: My mortgage rate is 6.5% and I was laid off over a year ago. I owe only $39,000 and have a home equity line of credit of $100,000 which I…

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