I recently sent out a letter offering a free “Help Desk” service for a couple of weeks to answer questions you, your friends, or colleagues may have. The response has been great and I have received some great questions on a lot of different personal finance topics. Here are a few examples
– Can I transfer my E Savings bonds into my child’s 529 plan?
– Can I purchase my vested stock options using my IRA?
– What will rising interest rates mean to my bond portfolio?
– Is my 529 account penalized if my child receives a scholarship?
– Are there any ways I can improve my Social Security benefits?
If you have friends, family, or colleagues with any type of personal finance question – send them my way, I will do my best to answer it.