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About the MIFP FAQs
FAQs Grouped By Topic
General Financial Planning
A catch-all category for the most common questions about money:
Banks and Credit
Questions about checking and savings accounts, CDs, credit cards, mortgages, and home equity loans.
Investments
Questions about stocks, bonds, mutual funds, and ETFs.
Taxes
Questions about income, estate, and gift taxes, and related planning and recordkeeping. Covers only the most common areas, refer to misc.taxes.moderated for detailed discussions of tax matters.
Insurance and Annuities
Questions about health, auto, and life insurance, as well as fixed and variable annuities.Math and Finance
Questions about math formulas and shortcuts, as well as the finance theory underlying financial planning.
Sources of Information
This one isn't a Q&A, but rather a list of frequently mentioned web sites and recommended reading lists.
Professional Help
Descriptions of the the types of professionals who can help with financial planning, and their credentials and licenses; how to find an advisor; complaints about your advisor.
