Search found 4 matches

by AdmiralSnackbar
Fri Apr 21, 2017 3:00 pm
Forum: Investing - Help with Personal Investments
Topic: Starting from Ground Zero!!
Replies: 11
Views: 1974

Re: Starting from Ground Zero!!

Nats, you are right, Fidelity does offer some low-cost options! However, after careful consideration, my wife and I are going to consolidate all accounts into Vanguard, as we feel a bit more connected to the values and ethos of Vanguard, vice Fidelity. After reading some other threads about Vanguard...
by AdmiralSnackbar
Wed Apr 19, 2017 10:32 am
Forum: Investing - Help with Personal Investments
Topic: Starting from Ground Zero!!
Replies: 11
Views: 1974

Re: Starting from Ground Zero!!

Wow, I am absolutely blown away by all the insight and sage wisdom from this community. I feel so much better about approaching this transition, and I think with my growing understanding, I think my wife and I can definitely do this without paying an advisor. I will follow up on all the collective a...
by AdmiralSnackbar
Tue Apr 18, 2017 4:21 pm
Forum: Investing - Help with Personal Investments
Topic: Starting from Ground Zero!!
Replies: 11
Views: 1974

Re: Starting from Ground Zero!!

Fishing: Excellent advice on all points. I will definitely look at F Fund while I am in accumulation phase. I will definitely consider Roth while in the 15% bracket and traditional once in the 25% bracket. As for BRS, I will take a hard look at it! Lastly, please excuse me, what is "MFJ"? ...
by AdmiralSnackbar
Mon Apr 17, 2017 10:49 pm
Forum: Investing - Help with Personal Investments
Topic: Starting from Ground Zero!!
Replies: 11
Views: 1974

Starting from Ground Zero!!

Hello, everyone, new to the Boglehead world, and I am drinking from a firehose. Here are the required details: Emergency funds: Three months Debt: Private Student Loan $50k @ 5.25% (not forgiveable) Tax Filing Status: Married, filing Jointly Tax Rate: 15% Federal, 0% State State of Residence: OH Age...

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