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Viewing profile - suz9601

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suz9601
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Joined: Mon Jan 18, 2010 9:48 am
Last visited: Tue Dec 11, 2012 12:04 pm
Total posts: 9
[0.01% of all posts / 0.00 posts per day]
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Most active forum: Personal Finance
[ 9 Posts / 100.00% of user’s posts ]
Most active topic: Need help with HSA investment account.
[ 5 Posts / 55.56% of user’s posts ]

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suz9601 Posts

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 Forum: Personal Finance   Topic: Need help with HSA investment account.

Posted: Mon Dec 10, 2012 3:33 pm 

Replies: 8
Views: 1709


Found this on the Pimco Total Return. It is the PTTDX. Doesn't look too bad to me, but when interest rates start rising won't that make the fund go down? Or is it balanced so that helps it not fall as much..Thanks again for everyone's help. I appreciate it. Fees & Expenses Front load 0.00% Defer...

 Forum: Personal Finance   Topic: Need help with HSA investment account.

Posted: Mon Dec 10, 2012 3:01 pm 

Replies: 8
Views: 1709


For the Pimco Total Return is says the annual fee is .75%. I don't see anything about loads on the Prospectus.

 Forum: Personal Finance   Topic: Need help with HSA investment account.

Posted: Mon Dec 10, 2012 1:30 pm 

Replies: 8
Views: 1709


Yes, it is overload for sure...I also have Roths for my husband and I. They are in the Vanguard Star Fund, He has a 401k in the Vanguard 2035 fund. So I feel like these are fairly agressive for our age, 35. I don't want to be as agressive with the HSA fund, but still earn something more than I have ...

 Forum: Personal Finance   Topic: Need help with HSA investment account.

Posted: Mon Dec 10, 2012 1:21 pm 

Replies: 8
Views: 1709


Hello. I just opened an HSA investment account because our balance is getting large enough to make me feel uneasy just letting it sit and earn basically nothing in the cash account. I am 35 and have some money set aside in the cash side of the HSA for unexpected medical expenses. I am not sure what ...

 Forum: Personal Finance   Topic: Need to get life insurance..Questions.

Posted: Wed Aug 04, 2010 7:12 am 

Replies: 13
Views: 2269


Thanks so much for the reply. They do offer it through my husbands work I will check into that as well. I appreciate the info.

 Forum: Personal Finance   Topic: Need to get life insurance..Questions.

Posted: Tue Aug 03, 2010 12:34 pm 

Replies: 13
Views: 2269


Hello. My husband and I are looking to get life insurance. I have read enough to know that I should get Term life insurance but I am not sure where is the best place to buy from? I am getting it on my husband. He is 33 and healthy (he takes thyroid med for low thyroid) but other than that healthy. D...

 Forum: Personal Finance   Topic: Do you and your spouse have roths at same place?

 Post subject: Thanks
Posted: Mon Jan 18, 2010 6:50 pm 

Replies: 6
Views: 1690


Thanks to those that replied. I appreciate the info. I will probably just open mine at Vanguard too. I'm excited to get started and learn more as I go.

 Forum: Personal Finance   Topic: Do you and your spouse have roths at same place?

Posted: Mon Jan 18, 2010 9:54 am 

Replies: 6
Views: 1690


We opened a Roth for my husband last year at Vanguard and we are about to open a Roth for me. I was just wondering if it is best to have it at a different place such as T.Rowe Price or Fidelity? My husbands 401k is also with Vanguard. He is in the 2035 target fund for 401k and is still in the Star f...
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