AboutJohn D Smith, CFP Expertise I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner (CFP) and have performed fee only investment management and financial planning services for the past 11 years.
Question QUESTION: What recommendation for websites do you have that can help me understand money matters that we have options of choosing and their pros and cons like living trust, money markets, annuities, and other choices.
I am interested in the money being accessble to some extent, not like a checking account.
I am not interested in stocks, and mutual funds unless they are somewhat accessible.
Thanks in advance.
ANSWER: Hi. Can you please clarify the information you are trying to obtain. The first part of your email references learning about trusts, annuities, etc and the second portion is more investment advice related. Please clarify and I will be glad to help. Thanks!
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QUESTION: Sure sorry for the long question?
Question What recommendation for websites do you have that can help me understand money matters that we have options of choosing and their pros and cons like living trust, money markets, annuities, and other choices.
Thanks in advance.
Answer Hi. Thanks for getting back in touch. Your prior question was not too long; it was not clear. To clarify, are you looking for a website resource that talks about general personal finance issues or are you looking for a website resource that is good for assisting with investment decision making? Or both? Your intitial question mentioned wanting to know about living trusts, money markets, annuties, stocks and mutual funds. These are all different personal finance topics so there is not one website that will offer good information on all of them.
Sorry if it appears I am making this difficuly. I am trying to understand what it is that you are looking to accomplish so I can send you the proper resources. Thanks!
