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Re: Have you ever used your credit card's warranty extension

My recent experience with a broken iPhone was almost too easy. I contacted AMEX about my phone with a cracked screen 30 days after purchase. They looked up my purchase in my account and a week later credited my account with the full purchase price. They never asked for any documentation or paperwork...
by chuck h
Sat Jan 11, 2014 10:34 pm
 
Forum: Personal Consumer Issues
Topic: Have you ever used your credit card's warranty extension?
Replies: 27
Views: 2489

Re: What states offer online tax preparation?

I have used PA's e-filing process the past few years. It is easy to use.
by chuck h
Mon Jan 06, 2014 8:18 am
 
Forum: Personal Finance (Not Investing)
Topic: What states offer online tax preparation?
Replies: 15
Views: 938

Re: How did you/your child pay for college?

For my education, my parents paid for me at a small private college in the 60's. I used the GI Bill in the 70's to obtains a masters degree.

My 2 boys went to ivy schools in the 90's where I paid most of the costs and they took out maximum loans. They paid for their graduate degrees.
by chuck h
Sat Oct 05, 2013 10:43 pm
 
Forum: Personal Consumer Issues
Topic: How did you/your child pay for college?
Replies: 151
Views: 9021

Re: International Cell Phone for Vacation?

I used ATT's International plan for phone calls and data usage for 3 weeks in Europe last fall. Infrequent calls cost $1/minute and was worth the hassle of not getting a cell phone there.
by chuck h
Sat Aug 17, 2013 9:58 pm
 
Forum: Personal Consumer Issues
Topic: International Cell Phone for Vacation?
Replies: 23
Views: 1131

Re: Traveling to Europe for the first time...need help!

I went with 2 friends for 3 weeks across Europe from Paris a few months ago and stayed in Salzburg for 3 nights. We had a rental car for the trip and drove to Berchtesgaden, about 15 miles away, and toured the Eagles nest one day. This was in late October and there was 3 inches of snow on the ground...
by chuck h
Sat Apr 06, 2013 7:53 pm
 
Forum: Personal Consumer Issues
Topic: Traveling to Europe for the first time...need help!
Replies: 67
Views: 8892

H & R Block Tax Software on sale

There is a one day sale of H&R Block tax software at Amazon. I just purchased the H&R Block Deluxe + State for 21.99, which is normally about $44.
It is on sale at this price only today.
by chuck h
Sat Jan 05, 2013 9:15 am
 
Forum: Personal Consumer Issues
Topic: H & R Block Tax Software on sale
Replies: 30
Views: 2943

Re: 2013 BOGLEHEAD CONTEST REGISTRATION

1557.91
by chuck h
Fri Jan 04, 2013 11:08 pm
 
Forum: Investing - Theory, News & General
Topic: 2013 BOGLEHEAD CONTEST REGISTRATION
Replies: 481
Views: 15477

Re: Have you received your SS 1099?

Mine came in today's mail.
by chuck h
Mon Jan 23, 2012 3:50 pm
 
Forum: Personal Finance (Not Investing)
Topic: Have you received your SS 1099?
Replies: 10
Views: 641

Re: Amerisave/refi

I just finished an Amerisave refinance at 3 1/4% for 10 years. The good faith estimate turned out to be slightly higher than The actual closing costs. Very happy with the process and it was very painless. A person came to my house for closing to Sign all the documents. She explained everything and g...
by chuck h
Thu Nov 17, 2011 12:43 am
 
Forum: Personal Finance (Not Investing)
Topic: Amerisave/refi
Replies: 6
Views: 662

Everything is in the trust which is now terminating. The successor trustee is also the executor of the estate. Also, even though the income and the 1099's from the annuity companies were issued after her death, the annuity income was actually earned up to her date of death and not afterward. Would t...
by chuck h
Mon Jul 11, 2011 11:13 am
 
Forum: Personal Consumer Issues
Topic: Question on taxes on income of a Living trust after death
Replies: 3
Views: 439

Question on taxes on income of a Living trust after death

My mother passed away in June 2010. The beneficiaries of her estate are my 2 sons and I. She lived about 1500 miles from me and the executor of her estate is a friend of hers and an insurance salesperson. All of her assets are inside of a Living Trust. My question relates to her income tax filing fo...
by chuck h
Mon Jul 11, 2011 10:04 am
 
Forum: Personal Consumer Issues
Topic: Question on taxes on income of a Living trust after death
Replies: 3
Views: 439

Another Question on Tipping

We recently had an interior designer plan and design furniture arrangements and accessories for a living room. We purchased the items she suggested from the store which employs her. She did an excellent job and spent a bit of time on the design and in our living room. She listened to our needs and a...
by chuck h
Wed Jun 01, 2011 8:39 am
 
Forum: Personal Consumer Issues
Topic: Another Question on Tipping
Replies: 11
Views: 1555

2003 Honda Accord with 130k miles
2008 BMW Z-4 (summer car)
by chuck h
Sat Apr 23, 2011 11:39 pm
 
Forum: Personal Consumer Issues
Topic: Average age of all household cars for bogleheads........
Replies: 105
Views: 9449

I have used Mint for all my accounts, including Vanguard, for several years and really like not having to go to all my accounts individually for balances, credit card charges, etc, which saves a tremendous amount of time.

Also, they have a very good Iphone app to check things when I am traveling.
by chuck h
Sun Feb 20, 2011 9:56 am
 
Forum: Personal Finance (Not Investing)
Topic: Mint.com
Replies: 75
Views: 14375

1379
by chuck h
Wed Jan 05, 2011 10:32 am
 
Forum: Investing - Theory, News & General
Topic: 2011 BOGLEHEAD CONTEST REGISTRATION
Replies: 374
Views: 28137

If I told my non-financial thinking friends that I read a prospectus before I invest in something, they would probably think that I am weird.
It is comforting to know, after reading some of the responses, that I am not as strange as I thought I was......
by chuck h
Mon Aug 30, 2010 9:49 pm
 
Forum: Investing - Theory, News & General
Topic: What do you REALLY do about the Prospectus?
Replies: 45
Views: 3572

PA offers the Schwab option in their 457 plan. I used it with some success when I was employed. Since retiring a year and a half ago, I have maintained the account with Schwab. Our investment choices in the Schwab account are limited to the mutual funds that they offer.....no stocks or ETF's.
by chuck h
Sun Aug 29, 2010 10:03 pm
 
Forum: Investing - Theory, News & General
Topic: 457, Self directed option?
Replies: 3
Views: 1217

Before I retired, I enjoyed reading "How to Retire Happy, Wild and Free" by Ernie Zelinski, a practical and humorous non-financial book.
He also is the author of "The Joy of Not Working".
by chuck h
Mon Jul 19, 2010 7:38 pm
 
Forum: Personal Finance (Not Investing)
Topic: Retirement planning books?
Replies: 14
Views: 2020

Below is a link to a study done by the Pew Center on the under funded state retirement systems:

http://downloads.pewcenteronthestates.o ... _final.pdf
by chuck h
Mon Jun 14, 2010 3:49 pm
 
Forum: Personal Finance (Not Investing)
Topic: Government Pension Plan Resources
Replies: 2
Views: 666

My hair style could be called a reverse mohawk and feel that barbers should give a discount to their bald customers.

Mine charges $15, plus tip, and I go every 2 months.
by chuck h
Mon Mar 22, 2010 9:57 pm
 
Forum: Personal Consumer Issues
Topic: Poll for males: How often do you get a haircut?
Replies: 52
Views: 6151

In the past year I purchased a single family home and moved from the townhouse I rented for several reasons, one of which was the lady next door who always sang in the shower. It might have been OK through the paper thin walls, but she could not carry a tune.....
by chuck h
Wed Mar 17, 2010 11:52 pm
 
Forum: Personal Finance (Not Investing)
Topic: What do you think about townhome living?
Replies: 28
Views: 3745

I have watched F1, but prefer WRC.

The HDT channel will broadcast the WRC this year.
by chuck h
Fri Mar 05, 2010 9:43 am
 
Forum: Personal Consumer Issues
Topic: Formula One
Replies: 113
Views: 13318

Scottrade---$7 a trade for stocks and ETF's
by chuck h
Mon Mar 01, 2010 8:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Which stock broker are you using and why?
Replies: 43
Views: 5447

My favorite quote is from Mickey Mantle who said, "If I knew I was going to live this long, I would have taken better care of myself".
by chuck h
Wed Feb 24, 2010 10:57 am
 
Forum: Personal Consumer Issues
Topic: What mysteries get solved by living a long time?
Replies: 138
Views: 16354

I prepared a return for a friend who had education credits using H&R Block and the Form 8863 populated correctly.

Let us know what you hear from H&R Block on your issue.
by chuck h
Tue Feb 23, 2010 2:25 pm
 
Forum: Personal Finance (Not Investing)
Topic: HR Block (TaxCut) 2009 has major bugs - BEWARE
Replies: 11
Views: 2727

Note to those who think living in the country is a piece of cake. All of the above mentioned woodpeckers have on occasion chosen to drill into our house when in the mood to do so looking for bugs or food. I live in a developed area and have a downey woodpecker come every spring to "drum" ...
by chuck h
Sat Feb 13, 2010 10:16 am
 
Forum: Personal Consumer Issues
Topic: Bird feeding, gardening and the simple pleasures
Replies: 49
Views: 5085

I don't have this problem and my browser is Firefox 3.6
by chuck h
Tue Feb 02, 2010 4:37 pm
 
Forum: Forum Issues and Administration
Topic: Cached Version of Bogleheads.org appearing
Replies: 8
Views: 1958

Waiting for a 1099 from Scottrade. Their website indicates that the 1099's for the sale of ETF's in 2009, which I did, will not be mailed until February 15th.
by chuck h
Sun Jan 31, 2010 6:18 pm
 
Forum: Personal Finance (Not Investing)
Topic: [Poll] Do you have all your 1099s, W-2s, etc.?
Replies: 71
Views: 13670

It is funny how our perception of credit has changed over time... My aunt and uncle, who were very conservative, purchased furniture on credit for the first time back in the 50's. This bothered my uncle and family legend has it that he would not sit on the new couch until the loan was paid in full. ...
by chuck h
Fri Jan 29, 2010 3:55 pm
 
Forum: Personal Finance (Not Investing)
Topic: PBS-Frontline…”The Card Game”
Replies: 27
Views: 4100

Costco sells raw almonds in their stores. I know because I buy them. I don't remember what the exact price is, but I think it's around $12 for a 3 pound bag.





I just bought a 3lb bag at Costco for a few cents less than $10
by chuck h
Wed Jan 13, 2010 10:20 pm
 
Forum: Personal Consumer Issues
Topic: Sam's Club or Costco
Replies: 35
Views: 6313

1241.5
by chuck h
Sat Jan 02, 2010 9:53 am
 
Forum: Personal Consumer Issues
Topic: 2010 BOGLEHEAD CONTEST REGISTRATION
Replies: 284
Views: 26630

Early afternoon to the gym for me. Helps prevent late afternoon naps and usually tires me out enough that I go to bed in the evening about 11.
by chuck h
Fri Dec 11, 2009 6:57 pm
 
Forum: Personal Consumer Issues
Topic: Exercise, AM or PM
Replies: 55
Views: 5702

One of my favorite Ben Franklin quotes:

“Beer is proof that God loves us and wants us to be happy.”
by chuck h
Wed Dec 09, 2009 9:20 am
 
Forum: Personal Consumer Issues
Topic: Duvel Beer and the undercover economist
Replies: 67
Views: 8963

At 50, I was still contributing in my job and got satisfaction from it. I had thought about early retirement too and would have been able to swing it financially, but I was not mentally prepared. If I had retired, I would have probably become bored and would have looked for work within a short perio...
by chuck h
Tue Dec 08, 2009 9:38 am
 
Forum: Personal Finance (Not Investing)
Topic: Over 60? Would you have retired at 50 if you could?
Replies: 56
Views: 6909

Age 63 and retired in January of this year.
Go to the gym 3 times a week for an hour of moderate exercise and weather permitting, go for a 3-4 mile walk 2 or 3 days per week.
This is more activity than when I was working and I feel better, but reduced stress may also play a part in how I feel.
by chuck h
Wed Nov 25, 2009 10:58 pm
 
Forum: Personal Consumer Issues
Topic: How active are you
Replies: 53
Views: 7819

Pennsylvania uses Great West for their 457B plan and I am a participant. I am happy with their service and they offer a decent, although not comprehensive, array of index funds to choose from. Their fees are very reasonable and the reports they offer on your financial progress are acceptable. One of...
by chuck h
Tue Nov 24, 2009 12:40 am
 
Forum: Personal Finance (Not Investing)
Topic: Any experiences with Great-West Retirement Services ?
Replies: 16
Views: 8579

I was a senior in high school, sitting in Math class when it was announced over the PA system. That was a very sad moment in our history and I remember radio stations playing somber music all weekend.
by chuck h
Sat Nov 21, 2009 4:19 pm
 
Forum: Personal Consumer Issues
Topic: November 22, 1963: Where Were You?
Replies: 91
Views: 10815

Petrocelli wrote:
On a related note, how many posters here have Ivy League degrees besides me and Jack Bogle?



I have a graduate degree from Penn. I thought my undergraduate course work at a small private college was more valuable.
by chuck h
Sat Nov 07, 2009 10:55 pm
 
Forum: Investing - Theory, News & General
Topic: Most expensive colleges
Replies: 72
Views: 7975

Another problem that I have with Farrell's credibility and his gloom and doom forecast is that a future article he writes will probably tout investing using his Lazy Portfolios.

If I were thinking that our world will be changing negatively, why would I keep investing in the funds in his Portfolios?
by chuck h
Tue Oct 20, 2009 8:06 pm
 
Forum: Investing - Theory, News & General
Topic: From Paul B. Farrell at Marketwatch
Replies: 24
Views: 3937

I have a similar account at Dollar Savings Direct and they do not e-mail you when you request a withdrawal.
by chuck h
Tue Oct 20, 2009 6:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ally Bank Savings Account
Replies: 1
Views: 853

Estimated 45, but scored 51.
by chuck h
Mon Oct 12, 2009 10:02 pm
 
Forum: Personal Finance (Not Investing)
Topic: What's YOUR FinaMetrica "risk score?"
Replies: 87
Views: 10049

I had dental insurance before I retired about 9 months ago and always went for the cleanings and checkups every 6 months for many years. My retiree employee association offers dental insurance for about $500-600 per year. When I had my first dental check up as a retiree, I asked my dentist of 15 yea...
by chuck h
Mon Sep 28, 2009 5:49 pm
 
Forum: Personal Finance (Not Investing)
Topic: Is Dental Insurance worth getting?
Replies: 39
Views: 6261

"Vietnam" by John Prados
by chuck h
Fri Aug 21, 2009 4:09 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are YOU Currently Reading? PART II
Replies: 1043
Views: 273425

I have two China ETF's which are part of my mad money investments:

HAO--China Small Cap

GXC--China Large Cap
by chuck h
Tue Jul 28, 2009 8:31 pm
 
Forum: Investing - Theory, News & General
Topic: investing in china
Replies: 22
Views: 3077

Age 62, about 55% in bonds, half of which are in a stable value fund from my previous employer.
by chuck h
Mon Jun 15, 2009 12:38 pm
 
Forum: Investing - Theory, News & General
Topic: Are you 'age in bonds' or 'static allocation'?
Replies: 62
Views: 7880

Antiques Road Show
Family Guy
Top Gear (BBC)
Cash Cab
Baseball
by chuck h
Wed May 27, 2009 3:05 pm
 
Forum: Personal Consumer Issues
Topic: Name your top favorite tv shows
Replies: 159
Views: 24074

Consuelo Mack

To rcasement:
She has been around for a long time in financial broadcasting and has had several shows in which she was the moderator. Just before the end of Wall St Week with Louis Rukyser, she filled in for him for an extended period.[/quote]
by chuck h
Tue May 26, 2009 2:34 pm
 
Forum: Investing - Theory, News & General
Topic: Swensen Recommends TIPS to Hedge ‘Substantial Inflation’
Replies: 40
Views: 8573

2003 Honda Accord with 98k miles on it. Best car I have ever owned.
by chuck h
Tue Mar 24, 2009 8:01 am
 
Forum: Personal Consumer Issues
Topic: What kind of car do you drive?
Replies: 125
Views: 21209
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