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Re: Done with Honda, not sure what next car should be?

Audi A3 TDI. You get audi quality with better than Prius MPG's. Love mine!
by archman65
Mon Oct 27, 2014 2:34 pm
 
Forum: Personal Consumer Issues
Topic: Done with Honda, not sure what next car should be?
Replies: 77
Views: 6967

Engine selection for new car?

I am shortly ordering an Audi A3 and can't decide between the AWD Quattro or the FWD TDI. I like the idea of great MPG with the TDI diesel but hope it is ok in snow. I already have an AWD wagon so don't necessarily need another AWD vehicle. Any thoughts?
by archman65
Mon Sep 22, 2014 10:50 pm
 
Forum: Personal Consumer Issues
Topic: Engine selection for new car?
Replies: 3
Views: 398

Tax Preparation Cost

I am wondering what people paid in 2013 for their tax return. I am looking for costs for 1040 returns that generally people consider not too complicated. My return for 2013 including preparing my two kids returns cost $900. I would consider my return a bit complicated because of a K-1 I receive. Tha...
by archman65
Thu Sep 18, 2014 5:10 pm
 
Forum: Personal Finance (Not Investing)
Topic: Tax Preparation Cost
Replies: 19
Views: 1086

Financial Planning Software

I am looking for financial planning software to use for a planning practice that I am starting. Can somebody recommend a company with a reasonably priced product?

Thanks
by archman65
Sun Aug 31, 2014 3:55 pm
 
Forum: Personal Finance (Not Investing)
Topic: Financial Planning Software
Replies: 1
Views: 447

Personal Financial Planning question

What need do individuals have that personal financial planners are currently not meeting? i.e. today we have new firms that auto pilot your portfolio through ETF's based on pre-determined risk profile. Betterment, Wealthfront, etc... What other need do individuals have that the industry is not meeti...
by archman65
Tue Aug 26, 2014 1:56 pm
 
Forum: Personal Finance (Not Investing)
Topic: Personal Financial Planning question
Replies: 4
Views: 514

What 5 stocks can I own forever?

I am about to redeem from a hedge fund and want to put all of the proceeds into about 5 quality dividend paying stocks that I can hold for decades. Can anybody recommend what they like. I already own a basket of great Vanguard index funds and have a good allocation to bonds as well. Thanks.
by archman65
Sun Aug 24, 2014 9:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: What 5 stocks can I own forever?
Replies: 58
Views: 4726

Need spa / yoga destination suggestion

My wife and I are driving from Baltimore MD to New York. We would like to stop at a relaxing place to hike, take yoga and eat well. Does anybody have a suggestion for such a place in between Baltimore and New York? Pennsylvania would be ok.
by archman65
Tue Aug 19, 2014 2:33 pm
 
Forum: Personal Consumer Issues
Topic: Need spa / yoga destination suggestion
Replies: 2
Views: 303

About to Order my first Mini Cooper S

I have two remaining questions: (1) If I am buying a mini cooper and my preference is a manual transmission will selling it down the road be more difficult because nobody seems to drive manual anymore? (2) I'm leaning towards the red color with black top or a dark blue with black top. What color do ...
by archman65
Tue Aug 19, 2014 2:30 pm
 
Forum: Personal Consumer Issues
Topic: About to Order my first Mini Cooper S
Replies: 19
Views: 1294

Looking for local tax accountant-NYC area

Does anybody have a reputable tax accountant that they would recommend in the NYC or Nassau County Long Island area that they are pleased with. This would be for my
personal taxes which is somewhat complicated by partnership K-1 I receive.
by archman65
Mon Aug 11, 2014 2:20 pm
 
Forum: Personal Consumer Issues
Topic: Looking for local tax accountant-NYC area
Replies: 0
Views: 133

Re: QLAC

Yes QLAC has to be paid with retirement funds. Thanks.
by archman65
Mon Jul 14, 2014 10:50 am
 
Forum: Personal Finance (Not Investing)
Topic: QLAC
Replies: 3
Views: 347

QLAC

Hello: I have recently read about qualifying long term annuity contracts and was wondering if anybody on this board is familiar with them? My dad is 78 and rely's on me for $12K per year plus his social security. With a portion of his remaining funds it might make sense to buy a QLAC that kicks in w...
by archman65
Mon Jul 14, 2014 10:28 am
 
Forum: Personal Finance (Not Investing)
Topic: QLAC
Replies: 3
Views: 347

Tax questions

Where online can I get answers to tax questions?
by archman65
Mon Jun 16, 2014 3:41 pm
 
Forum: Personal Finance (Not Investing)
Topic: Tax questions
Replies: 14
Views: 542

Hiring a Financial Planner

Does it matter if I hire a financial planner who holds himself out as a CPA/PFS (Personal Financial Specialist) or one who is a certified financial planner with a CFP license?
by archman65
Fri May 30, 2014 2:13 pm
 
Forum: Personal Consumer Issues
Topic: Hiring a Financial Planner
Replies: 10
Views: 1101

Which car to get?

A slightly used certified used Mercedes C 300 4Matic or a Brand new loaded Acura ILX or Honda Accord?
by archman65
Tue May 06, 2014 2:19 pm
 
Forum: Personal Consumer Issues
Topic: Which car to get?
Replies: 10
Views: 835

VW TDI Engines

Any boggleheads like their Jetta, Golf or Passat TDI vehicle. I was at the NYC auto show and noticed that these cars get hybrid like mileage. I'm seriously considering getting one.
by archman65
Fri Apr 25, 2014 2:01 pm
 
Forum: Personal Consumer Issues
Topic: VW TDI Engines
Replies: 48
Views: 12805

Most solid small car

I am replacing an Acura MDX with a smaller vehicle. I like the solid feel of this car and want a sedan that also feels rock solid. My short list is:

Mercedes C
Audi A3
Acura ILX

Any thoughts or suggestions?
by archman65
Tue Apr 15, 2014 3:29 pm
 
Forum: Personal Consumer Issues
Topic: Most solid small car
Replies: 25
Views: 3674

Municipal Bond Allocation

I have a laddered bond portfolio that is 2/3 muni's and 1/3 corporates. As these bonds mature over the coming years I am inclined to simply buy the ETF MUB or The Vanguard Intermediate Tax Exempt Bond Fund (VWITX). Is their a reason to buy MUB over VWITX or vice versa? Is their another good muni bon...
by archman65
Mon Feb 24, 2014 9:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Municipal Bond Allocation
Replies: 2
Views: 461

Time share exchange experience

I own a ski unit in Vt at a Gold Star resort that allows me to deposit weeks into RCI or Interval International. I have yet to join either but have heard that if you have flexibility this can be a great way to travel. Does anybody have experience with either. Which do you recommend I try I would pre...
by archman65
Tue Feb 04, 2014 2:38 pm
 
Forum: Personal Consumer Issues
Topic: Time share exchange experience
Replies: 1
Views: 342

Re: Buying a ski condominium

Very helpful replies much appreciated. The condo I'm considering is in Southern Vt. at Mt. Snow. I've always enjoyed that mountain and while its not Colorado I switch from skiing to Telemark to snowboarding so I don't generally get bored. Great Fall and Summer place as well. I appreciated the post o...
by archman65
Fri Jan 31, 2014 10:41 pm
 
Forum: Personal Finance (Not Investing)
Topic: Buying a ski condominium
Replies: 22
Views: 2695

Buying a ski condominium

I am about to make an offer for a ski condo which is slope side in Vermont. My analysis indicates that by renting the condo out for Christmas/New Years, MLK weekend and Presidents Week and perhaps one or two other weekends we will cover our yearly overheard and have many long weekends left for perso...
by archman65
Fri Jan 31, 2014 9:40 am
 
Forum: Personal Finance (Not Investing)
Topic: Buying a ski condominium
Replies: 22
Views: 2695

Converting old movies on tape to digital?

Does anybody have an experience with any of the company's that convert old VCR tapes or old 8MM film to digital so I can play on the computer?
by archman65
Wed Jan 22, 2014 4:25 pm
 
Forum: Personal Consumer Issues
Topic: Converting old movies on tape to digital?
Replies: 1
Views: 221

Mt. Snow Vermont Grand Summit

Does anybody have any knowledge of Mt. Snow Grand Summit. They sell 13 week (interval ownership) at the base of the mountain.
Seem like that is a lot easier than owning a condo but I will not use the Spring or most of the Fall weeks. They will rent the unit out
for me but take 50%. Any thoughts?
by archman65
Thu Jan 09, 2014 3:32 pm
 
Forum: Personal Consumer Issues
Topic: Mt. Snow Vermont Grand Summit
Replies: 1
Views: 351

Dying mothers last wish. (Ethical question)?

A friend of ours recently passed away from cancer. She was a 45 year old mother of two boys 12 and 14. This was a tragic loss for her husband, boys and close family and friends. At the memorial service a family friend gave a speech stating that her wish was for people to donate to a new trust set up...
by archman65
Mon Dec 16, 2013 3:01 pm
 
Forum: Personal Consumer Issues
Topic: Dying mothers last wish. (Ethical question)?
Replies: 22
Views: 3082

Treasury Direct

I buy iBonds every year up to max allowed. I'm wondering if anybody else thinks buying EE bonds or other instruments are a good idea to buy each year and hold in
my treasury direct account?
by archman65
Fri Dec 13, 2013 10:40 am
 
Forum: Investing - Help with Personal Investments
Topic: Treasury Direct
Replies: 3
Views: 568

Alternative Investment in Real Estate

Does anybody have any experience with investing in real estate deals as a passive investor. I am looking for alternatives to the equity market but I don't want to actively manage real estate. Anybody familiar with Nesteggrx? http://www.nesteggrx.com/investing-in-commercial-multifamily-real-estate-a-...
by archman65
Wed Dec 11, 2013 12:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: Alternative Investment in Real Estate
Replies: 1
Views: 314

Re: London and Paris Trip Advice

Thank you all...very helpful!
by archman65
Sat Dec 07, 2013 12:42 pm
 
Forum: Personal Consumer Issues
Topic: London and Paris Trip Advice
Replies: 34
Views: 2503

London and Paris Trip Advice

I am heading the London and Paris end of December with my wife and 2 boys (17 and 20). I am looking people's favorite things to do in each place. I have 4 days in both places. Also of particular concern is New Years eve in Paris. I need a good suggestion for dinner that isn't $100 euro fixed meal pe...
by archman65
Fri Dec 06, 2013 10:06 pm
 
Forum: Personal Consumer Issues
Topic: London and Paris Trip Advice
Replies: 34
Views: 2503

Betterment

I'm begining to think a computer based financial advisor that automatically re-balances between funds upon a 5% more or any addition to the fund is worth the 15 bps fee that Betterment charges. I'm also impressed by some of their posts such as the one below. Do Boggleheads have an opinion on Betterm...
by archman65
Wed Dec 04, 2013 6:26 pm
 
Forum: Investing - Theory, News & General
Topic: Betterment
Replies: 4
Views: 1450

Jeremy Grantham-on the equity markets next 2 years

Grantham seems to think this market might have 20% or so of upside over the next year or two but then we will have "the third in the series of serious market busts since 1999 and presumably Greenspan, Bernanke and Yellen will rest happy, for surely they must expect something like this outcome g...
by archman65
Wed Dec 04, 2013 11:59 am
 
Forum: Investing - Theory, News & General
Topic: Jeremy Grantham-on the equity markets next 2 years
Replies: 10
Views: 2300

Re: The 'Hold Bonds to Maturity' Problem

I much prefer a laddered bond portfolio vs bond funds. I have a basket of 2/3 munis spattered with a few higher yielding corporates (1/3) and I hold to maturing and then re-up. I never worry about the price going up or down because I hold to maturity and always get my principal back. In my book this...
by archman65
Wed Dec 04, 2013 11:55 am
 
Forum: Investing - Theory, News & General
Topic: The 'Hold Bonds to Maturity' Problem
Replies: 65
Views: 3418

Re: would you feel comfortable "retiring" ?

I posted similar question but asked about retiring at 50 and that thread received some very interesting responses. I think with $5M you can easily spend 3% of that or $150K per year and never run out of $. My "number" is a bit higher than yours because I have two college age kids and aging...
by archman65
Sun Nov 24, 2013 5:52 pm
 
Forum: Personal Finance (Not Investing)
Topic: would you feel comfortable "retiring" ?
Replies: 30
Views: 2225

Re: Retiring at 50

Thank you all for your responses so far. Some of them have really rung a bell. For example I too love to ski and plan on spending more days on the slopes. I also love to cycle and expect my weekly mileage to go up. Yoga, reading, photography, taking on-line courses and volunteering are other activit...
by archman65
Thu Nov 21, 2013 5:14 pm
 
Forum: Personal Consumer Issues
Topic: Retiring at 50
Replies: 67
Views: 8809

Retiring at 50

I would love to hear from "young" retirees. I am 2 years from retiring from the job I've held since 1994. It's been a great ride but am looking forward to not having to deal with the daily commute and my time being mine. I would love advice, suggestions and warnings based on what others ha...
by archman65
Thu Nov 21, 2013 12:35 pm
 
Forum: Personal Consumer Issues
Topic: Retiring at 50
Replies: 67
Views: 8809

Annuity or Social Security at 70

I understand that the cheapest annuity is to simply wait to age 70 to collect social security. Is their ever a scenario where a Boglehead would buy a fixed or variable annuity? A young retiree who is 20 years from social security? A person who isn't confident in the long term viability of the stock ...
by archman65
Wed Nov 20, 2013 5:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: Annuity or Social Security at 70
Replies: 14
Views: 1426

Re: Strategic Income Fund

See sector weightings below for PONDX. Say's 100% financials.

http://finance.yahoo.com/q/hl?s=PONDX+Holdings
by archman65
Wed Nov 20, 2013 10:27 am
 
Forum: Investing - Help with Personal Investments
Topic: Strategic Income Fund
Replies: 17
Views: 2061

Re: Strategic Income Fund

The PONDX fund and PIMIX fund that was suggested are both 100% invested in financials. Not very diversified. So far I still like the Fidelity Income Fund.
by archman65
Tue Nov 19, 2013 8:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: Strategic Income Fund
Replies: 17
Views: 2061

Strategic Income Fund

Bogleheads I am thinking about investing in the Fidelity Strategic Income Fund (FSICX). The fund yields 3.67% with an expense ratio of .70%. It invests in various debt instruments including high yield Investments, Developed Market Debt, U.S. Govt, & Emerging Market Investments. The fund is gener...
by archman65
Tue Nov 19, 2013 5:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Strategic Income Fund
Replies: 17
Views: 2061

Toaster Over Recommendation

I have purchased at least one new toaster over per year for the past 5-7 years. The most recent one is a Cuisinart which I think was on the high end. Does anybody
have a recommendation for one that might hold up?
by archman65
Tue Nov 19, 2013 12:04 pm
 
Forum: Personal Consumer Issues
Topic: Toaster Over Recommendation
Replies: 13
Views: 737

Investment allocation-Year 1 of Retirement and beyond

In about 18 months I will "retire" from my day job and move on to the next phase. I'll be 50 and I will have a large nest egg thanks to my frugal ways, market gains and getting overpaid during the vast majority of my working career. Now the question come down to just how I should invest si...
by archman65
Mon Nov 18, 2013 11:12 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment allocation-Year 1 of Retirement and beyond
Replies: 8
Views: 598

Re: Family vehicle purchase advice

I just bought an Outback. The 2.5i Limited edition. Let me tell you this car is great. My other car is an Acura MDX which is arguably nicer but its a total gas guzzler. The Outback drives fantastic, is good on gas
and is supposed to be amazing in the snow. Get one!
by archman65
Wed Nov 13, 2013 2:22 pm
 
Forum: Personal Consumer Issues
Topic: Family vehicle purchase advice
Replies: 47
Views: 2576

Tail risk investing help please

I have a well balance portfolio of bonds and Vanguard Index funds. What I don't have is any exposure to REITS, Gold or Gold Miners, Timber or Natural resources. Is there a fund with low expenses that might capture all of this in one easy to buy portfolio or do I have to buy through ETF's?
by archman65
Fri Nov 08, 2013 10:28 am
 
Forum: Investing - Theory, News & General
Topic: Tail risk investing help please
Replies: 3
Views: 475

Re: Mini Cooper or Fiat 500?

Thanks all. Looks like after testing the mini and the fiat and even thinking about the GTI or Fit (Honda) I am going for a Mini Cooper. I think the quality of the material and build has won me over.
by archman65
Fri Nov 08, 2013 10:14 am
 
Forum: Personal Consumer Issues
Topic: Mini Cooper or Fiat 500?
Replies: 49
Views: 4348

Mutual fund analyzer

Is there a tool on-line that allows me to plug in various mutual funds I own (all Vanguard Index funds) and see what the aggregate portfolio looks like?
by archman65
Tue Nov 05, 2013 5:24 pm
 
Forum: Investing - Help with Personal Investments
Topic: Mutual fund analyzer
Replies: 1
Views: 269

Mini Cooper or Fiat 500?

I'm looking for a small, fun, around the town car. Deciding between a Mini or a Fiat or open to other BoggleHead suggestions. What say you?
by archman65
Wed Oct 30, 2013 4:37 pm
 
Forum: Personal Consumer Issues
Topic: Mini Cooper or Fiat 500?
Replies: 49
Views: 4348

Rental Real Estate

I am interested in peoples thoughts on purchasing multi-family real estate to produce income. It would act as a good diversifier for my portfolio.
I would buy in the town I live in.
by archman65
Wed Oct 02, 2013 4:47 pm
 
Forum: Investing - Theory, News & General
Topic: Rental Real Estate
Replies: 10
Views: 1162

2nd Car for local driving-suggestions please

We have an Subaru Outback for road trips, hauling gear, trips to college, etc... We are searching for Car #2. Prefer something solid feeling that drives well and is fuel efficient. Wife will use this car for her daily around the town driving and to her local job. Ideas? Prius (not too solid feeling)...
by archman65
Fri Sep 20, 2013 10:01 pm
 
Forum: Personal Consumer Issues
Topic: 2nd Car for local driving-suggestions please
Replies: 35
Views: 2382

VW Bug Convertible

Just saw a new convertible and thought it looked very nice. I'm wondering if folks generally view this vehicle as a "chick" car? New design seems to have addressed this issue.
by archman65
Thu Aug 15, 2013 1:03 pm
 
Forum: Personal Consumer Issues
Topic: VW Bug Convertible
Replies: 11
Views: 577

Social Security Benefits

If somebody is a high earner (aka 1%er) and has worked for 25 years with the last 15 being high earnings and then retires 20 years before taking social security (age 50). At age 70 when that person takes social security will their benefit be significantly impacted?
by archman65
Thu Aug 15, 2013 11:20 am
 
Forum: Personal Finance (Not Investing)
Topic: Social Security Benefits
Replies: 4
Views: 556

Social Security Question

If somebody is a high income earner and works for 20 years (Income in excess of $250K a year for this example) and then they retire and they wait until age 70 to collect social security but they only have 20 years of contributions towards SS will they receive a reduced benefit vs somebody who made t...
by archman65
Mon Jun 10, 2013 1:55 pm
 
Forum: Personal Finance (Not Investing)
Topic: Social Security Question
Replies: 13
Views: 1484

Dimensional Fund Advisors

Does anybody have any opinion on Dimensional Fund Advisors?
by archman65
Fri May 10, 2013 3:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: Dimensional Fund Advisors
Replies: 2
Views: 516
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