Search found 299 matches

by SpartanFan
Mon Jan 08, 2024 5:31 am
Forum: Personal Finance (Not Investing)
Topic: RMD Question?
Replies: 46
Views: 4271

Re: RMD Question?

Thanks to all for your responses and assistance.

I cringe about calling VG for support anymore (Flagship client)
by SpartanFan
Sun Jan 07, 2024 7:00 pm
Forum: Personal Finance (Not Investing)
Topic: RMD Question?
Replies: 46
Views: 4271

Re: RMD Question?

I will be age 72 this March 1. Will I be required to take an RMD in Tax year 2024? Also my assets are 100% with VG. Is VG proactive in any way as far as letting there IRA holders that this is due? THX Your birth year is 1952, correct? People born 1951-1959 take RMDs at 73, not 72- so, no RMD for you in 2024 at age 72. Technically, your first RMD is not due until 1 April of the year after you turn 73, but if you delay into the next year, you will have 2 RMDs in 2026 & could get boosted into a higher tax bracket. Better to withdraw the RMD in 2025. https://www.irahelp.com/slottreport/ira-rmd-age-made-easy Thanks, Yes, born in 52 so no rmd till tax yr 2025. The tax man is coming :annoyed Now, need to fig out the QCD and how VG handles tha...
by SpartanFan
Sun Jan 07, 2024 3:43 pm
Forum: Personal Finance (Not Investing)
Topic: RMD Question?
Replies: 46
Views: 4271

RMD Question?

I will be age 72 this March 1.

Will I be required to take an RDMD in Tax year 2024?

Also my assets are 100% with VG. Is VG proactive in any way as far as letting there IRA holders that this is due?

THX
by SpartanFan
Thu Apr 01, 2021 8:09 pm
Forum: Investing - Theory, News & General
Topic: VG Rep change out of the blue
Replies: 6
Views: 539

Re: VG Rep change out of the blue

Big Dog wrote: Thu Apr 01, 2021 8:02 pm people change jobs, change employers.

My Fido rep has changed plenty of times over the years and I rarely get notified. heck, even when our company had Fido as a 401k Administrator they rarely informed me when our account rep left. (I was Corp contact.)

Never really cared, since I rarely call them.
I had a good relationship with my rep. Met him years ago when visiting VG headquarters as part of the Bogleheads conference that year in Phili. Met Jack at that trip over to HQ too that day. So thats why I was surprised/concerned that I wasn't even notified.
by SpartanFan
Thu Apr 01, 2021 8:05 pm
Forum: Investing - Theory, News & General
Topic: VG Rep change out of the blue
Replies: 6
Views: 539

Re: VG Rep change out of the blue

Trader Joe wrote: Thu Apr 01, 2021 8:01 pm
SpartanFan wrote: Thu Apr 01, 2021 7:57 pm After logging into my account today I noticed that my VG rep that I have had for years has changed. No one called or sent notice to me of this change. New guy is called a RELATIONSHIP MANAGER.

Anyone know whats going on?
When you called Vanguard to ask this question what did they say?
I have not called them yet, just noticed it tonight. I did send them a secure mssg asking what happened.
by SpartanFan
Thu Apr 01, 2021 7:57 pm
Forum: Investing - Theory, News & General
Topic: VG Rep change out of the blue
Replies: 6
Views: 539

VG Rep change out of the blue

After logging into my account today I noticed that my VG rep that I have had for years has changed. No one called or sent notice to me of this change. New guy is called a RELATIONSHIP MANAGER.

Anyone know whats going on?
by SpartanFan
Mon Feb 01, 2021 1:53 pm
Forum: Investing - Theory, News & General
Topic: What is your age and asset allocation ?
Replies: 1156
Views: 150804

Re: What is your age and asset allocation ?

Age 69 and 62

56% Bonds (bnd)
44% Stocks (vti)

Pension and SS(1) provide all Annual living expenses.
Everything paid off
by SpartanFan
Mon Feb 01, 2021 12:44 pm
Forum: Personal Investments
Topic: 1099R Dist Code ? for RMD's
Replies: 2
Views: 212

Re: 1099R Dist Code ? for RMD's

Thanks :happy
by SpartanFan
Mon Feb 01, 2021 12:27 pm
Forum: Personal Investments
Topic: 1099R Dist Code ? for RMD's
Replies: 2
Views: 212

1099R Dist Code ? for RMD's

I want to test an RMD scenario in my tax software as I will be reaching that age next tax season.

My question is this:

Is the Dist type on the 1099R form for RMD withdrawals a 7 ?

Or some other value.

Thanks
by SpartanFan
Wed Apr 01, 2020 7:53 am
Forum: Investing - Theory, News & General
Topic: What is your age/AA during this crisis?
Replies: 138
Views: 9148

Re: What is your age/AA during this crisis?

Age 69, retired in 2008

40/60
by SpartanFan
Wed Apr 01, 2020 7:43 am
Forum: Investing - Theory, News & General
Topic: Penalty-free withdrawals from 401(k)s
Replies: 39
Views: 4420

Re: Penalty-free withdrawals from 401(k)s

Penalty free but still must pay taxes on the dist. :(
by SpartanFan
Sun Mar 22, 2020 10:16 am
Forum: Investing - Theory, News & General
Topic: I won the game but kept playing
Replies: 195
Views: 29874

Re: I won the game but kept playing

Personally, with a pretty conservative 40/60 portfolio we are down 17.9% from our high on Feb 19. Tough to stomach but holding still.

Primary holdings include VBTLX and VTI
by SpartanFan
Fri Jan 24, 2020 12:35 pm
Forum: Personal Finance (Not Investing)
Topic: Best tax software for estimating taxes
Replies: 21
Views: 2836

Re: Best tax software for estimating taxes

CAsage wrote: Fri Jan 24, 2020 10:51 am A financial whiz bang nerd has completely replicated the 1040 in Excel, you can download it for free and model your heart out!

https://sites.google.com/site/excel1040/
+1

I use this each year. Works great
by SpartanFan
Sat Dec 28, 2019 8:42 am
Forum: Investing - Theory, News & General
Topic: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.
Replies: 142
Views: 15691

Re: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.

Dale_G wrote: Fri Dec 27, 2019 2:59 pm Call me old - or just old fashioned. There is no need for Vanguard to become all things to all people. They should stick to things they know best and do well - like easily understood low cost funds and adequate customer service.

If I feel the need to call them at 9:30 pm on a Saturday, I'm the one who has a problem, and I don't expect others to pay to solve it.

Dale
+1
by SpartanFan
Fri Dec 27, 2019 1:27 pm
Forum: Personal Finance (Not Investing)
Topic: 2019 Estimated Tax Estimate Tool?
Replies: 6
Views: 799

Re: 2019 Estimated Tax Estimate Tool?

I have been using it for a few years now. Comes in handy to do "what if" stuff prior to actual year end.
by SpartanFan
Fri Dec 27, 2019 12:39 pm
Forum: Personal Finance (Not Investing)
Topic: 2019 Estimated Tax Estimate Tool?
Replies: 6
Views: 799

Re: 2019 Estimated Tax Estimate Tool?

I have used this free Excel SS with good results ...

http://www.excel1040.com
by SpartanFan
Wed Apr 03, 2019 2:23 pm
Forum: Investing - Theory, News & General
Topic: www.portfoliocharts.com ... "The Coolest Portfolio Tool on the Web"?
Replies: 278
Views: 74699

Re: www.portfoliocharts.com ... "The Coolest Portfolio Tool on the Web"?

willthrill81 wrote: Wed Apr 03, 2019 2:18 pm
SpartanFan wrote: Wed Apr 03, 2019 2:16 pm Tyler,

Can you explain the logic used to include real estate in your "Retirement Spending" calculator?

Thanks for all the great tools - Tom
I believe that he used REIT data.
I assume then, that I should NOT include personal real estate like my primary residence and vacation home values in this calculator. Correct?
by SpartanFan
Wed Apr 03, 2019 2:16 pm
Forum: Investing - Theory, News & General
Topic: www.portfoliocharts.com ... "The Coolest Portfolio Tool on the Web"?
Replies: 278
Views: 74699

Re: www.portfoliocharts.com ... "The Coolest Portfolio Tool on the Web"?

Tyler,

Can you explain the logic used to include real estate in your "Retirement Spending" calculator?

Thanks for all the great tools - Tom
by SpartanFan
Tue Jan 22, 2019 4:29 pm
Forum: Personal Finance (Not Investing)
Topic: Vanguard Tax 2018 Forms Now Online
Replies: 65
Views: 6822

Re: Vanguard Tax Forms Now Online

The Wizard wrote: Tue Jan 22, 2019 4:27 pm Would be good to start a new thread: "2018 Vanguard Tax Forms..."
+1
by SpartanFan
Thu Jan 17, 2019 5:52 am
Forum: Investing - Theory, News & General
Topic: John Bogle has died at age 89
Replies: 856
Views: 81286

Re: John Bogle has died at age 89

I was honored to meet this man at a Bogleheads conference in 2011. I was struck by his compassion for the every day investor. Iam forever in his debt for teaching me all I ever needed to know about investing.

May God bless ...
by SpartanFan
Tue Jan 15, 2019 8:33 am
Forum: Personal Finance (Not Investing)
Topic: Help me pick a retirement date. Or enough is enough?
Replies: 33
Views: 5064

Re: Help me pick a retirement date. Or enough is enough?

flyingaway wrote: Tue Jan 15, 2019 7:13 am You also need to figure out a retirement plan that is more fun than working.
+1
by SpartanFan
Tue Jan 15, 2019 6:07 am
Forum: Personal Finance (Not Investing)
Topic: Help me pick a retirement date. Or enough is enough?
Replies: 33
Views: 5064

Re: Help me pick a retirement date. Or enough is enough?

Your situation sounds very similar to mine. I retired at age 56 in 2008 and have never looked back. Small pension but enough to cover annual expenses. Have not needed to touch any investments yet (tax deferred or taxable).

Portfolio right now is 40-60 (very conservative), Good luck with your decision.
by SpartanFan
Sun Dec 23, 2018 5:38 pm
Forum: Personal Consumer Issues
Topic: Can't get Quicken 2010 to work on new computer- Help! Alternatives (eg CountAbout), or??
Replies: 32
Views: 4048

Re: Can't get Quicken 2010 to work on new computer- Help! Alternatives (eg CountAbout), or??

I was a Quicken user all the way back to the mid 90's but when they chged to there annual fee structure I converted to the FREE software gnuCash available at http://www.gnucash.org/

Its does everything I need and is easy to download and check out.
by SpartanFan
Sun Dec 23, 2018 4:48 pm
Forum: Investing - Theory, News & General
Topic: [Deleted]
Replies: 60
Views: 10332

Re: Preparing for the bounce

dwickenh wrote: Sun Dec 23, 2018 1:30 pm I see a pattern, er trend, er something that may repeat.....
+1
by SpartanFan
Sun Nov 04, 2018 7:32 am
Forum: Investing - Theory, News & General
Topic: Vanguard website "unavailable during weekend of Nov 3"
Replies: 203
Views: 23212

Re: Vanguard website "unavailable during weekend of Nov 3"

lostdog wrote: Sun Nov 04, 2018 7:25 am I worked in IT for 20 years.

Whenever we planned for down times there were always a few that complained and some end users were so called experts. We would chuckle and laugh it off. This thread is not so different.
+1
by SpartanFan
Sat Oct 06, 2018 7:40 am
Forum: Investing - Theory, News & General
Topic: 2018 Bogleheads Conference Notes
Replies: 36
Views: 7213

Re: 2018 Bogleheads Conference Notes

BigFoot48 wrote: Fri Oct 05, 2018 5:04 pm The Wall Street Journal had a nice article on the conference today:
Jack Bogle’s Bogleheads Keep Investing Simple. You Should Too.
Inside a gathering when investors pay homage to the father of the index fund.
Https://www.wsj.com/articles/jack-bogle ... lead_pos10
Good WSJ article.

We attended the Bogleheads conf in 2011 and felt really honored to meet Jack.

All the best to Jack and all he has done for the "small" investor.
by SpartanFan
Thu Jan 25, 2018 3:18 pm
Forum: Personal Finance (Not Investing)
Topic: Excel for Personal Finance Accounting ?
Replies: 41
Views: 8574

Re: Excel for Personal Finance Accounting ?

Got this mssg today from Quicken trying to ge me to upgrade, after telling me they are stopping certain services on my 2015 version - Glad Iam not using there products anymore going forward ...

"Purchase entitles you to Quicken for 1 year, starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken License Agreement. You can manage your subscription at your My Account page. "
by SpartanFan
Wed Jan 24, 2018 5:33 am
Forum: Personal Finance (Not Investing)
Topic: Excel for Personal Finance Accounting ?
Replies: 41
Views: 8574

Re: Excel for Personal Finance Accounting ?

pezblanco wrote: Sun Jan 21, 2018 2:21 pm GnuCash has been an absolute revelation for me and for my partner who keeps not only personal accounts but accounts for a thriving small business.

It is open source and has an active user base. Highly recommended if you want to avoid the cloud based, user fee, model that so many computer applications are going to.
Does this app work with Stock quotes in Window 10 ?
by SpartanFan
Sun Jan 21, 2018 3:32 pm
Forum: Personal Finance (Not Investing)
Topic: Excel for Personal Finance Accounting ?
Replies: 41
Views: 8574

Re: Excel for Personal Finance Accounting ?

michaeljc70 wrote: Sun Jan 21, 2018 2:12 pm I know Excel very well, but would not use it for that purpose. To generate enough adequate reports and do what you want would be more work than I would want to do. If you just want to keep a list of expenses, that wouldn't be too bad.

Why don't you just use Quicken? The download features stop working after it expires, but the rest of the application works. It is made for what you want to do.
Well, I could keep using Quicken but eventually I know I wont be able to keep reinstalling it on every new PC I happen to get over the years w/o a bunch of issues from Intuit. Just dont trust them any longer.

I only need an app for my deposit accts and a couple credit cards so I can keep it pretty simple.
by SpartanFan
Sun Jan 21, 2018 11:35 am
Forum: Personal Finance (Not Investing)
Topic: Excel for Personal Finance Accounting ?
Replies: 41
Views: 8574

Re: Excel for Personal Finance Accounting ?

Thanks for all the feedback ...

From what I have looked at I believe I will pursue the VRTEX42 Excel Template.

Tom
by SpartanFan
Sun Jan 21, 2018 7:00 am
Forum: Personal Finance (Not Investing)
Topic: Excel for Personal Finance Accounting ?
Replies: 41
Views: 8574

Re: Excel for Personal Finance Accounting ?

How familiar are you with excel or other spreadsheet programs? They’d do the job but there is a learning curve. You don’t just start entering numbers and it’s all done for you. You can get a template and work off that but chances are you’ll eventually run into things you want to change. Over almost 3 decades I went from quicken, to a custom database, to a collection of spreadsheets—which is where I stand now. It was definitely a Goldilocks situation for me. Quicken was great for a while but I realized that my data was essentially held hostage and they would do to me exactly what’s panned out (rent seeking, subscription crapware), so I dumped it. The custom database (FileMaker Pro) was amazing but took a lot time to develop and changes were...
by SpartanFan
Sun Jan 21, 2018 6:16 am
Forum: Personal Finance (Not Investing)
Topic: Excel for Personal Finance Accounting ?
Replies: 41
Views: 8574

Excel for Personal Finance Accounting ?

I have been a Quicken user since the old MS-DOS days but now that Quicken has gone to a annual fee based upgrade model (which I refuse to upgrade to) I would like to find a replacement to reconcile and maintain our deposit and credit card accounts that is Excel based. The simpler the better.

Any suggestions ?
by SpartanFan
Tue Jan 16, 2018 4:27 pm
Forum: Personal Finance (Not Investing)
Topic: Vanguard Tax Forms Now Online
Replies: 40
Views: 9837

Re: Vanguard Tax Forms Now Online

jebmke wrote: Tue Jan 16, 2018 4:19 pm
SpartanFan wrote: Tue Jan 16, 2018 4:08 pm 15A is Blank (it s/b the totalamt" 15B includes the Amount of the totalamt of the distribution
15a doesn't always show the total amount for IRAs; you need to see the instructions for line 15 to determine whether that should be blank in this case. If you zeroed out Box 2a on the 1099-R input and the total still shows in 15b of the 1040 then it sounds like a bug in the software.
The form from VG does NOT have the IRA box checked. This is an IRA. I can see why the tax software treats it as taxable if that box is not checked from VG. Its a VG issue I believe ???
by SpartanFan
Tue Jan 16, 2018 4:08 pm
Forum: Personal Finance (Not Investing)
Topic: Vanguard Tax Forms Now Online
Replies: 40
Views: 9837

Re: Vanguard Tax Forms Now Online

I recvd an 1099-R for a Roth I have (Brokerage Acct) and VG did not enter an amount in box 2A (taxable amt), which is the taxable amount field. They did have box 2B checked (Taxable Amt not determined). When I called them they indicated they could not determine if it was taxable. I dont quite understand that because it is and always has been held in an IRA acct with VG, Iam 65 and have held the acct well over 5 yrs. The reason I called them is that the Tax software Iam using requires a value in box 2A and there was none on the form from VG. They told me to just "put a 0 in the field" . Didnt make me feel too warm and cozy with the answer. Am I missing something ??? This is normal. Box 7 is code "Q", correct? The softwar...
by SpartanFan
Tue Jan 16, 2018 3:27 pm
Forum: Personal Finance (Not Investing)
Topic: Vanguard Tax Forms Now Online
Replies: 40
Views: 9837

Re: Vanguard Tax Forms Now Online

flamesabers wrote: Tue Jan 16, 2018 3:05 pm
John151 wrote: Tue Jan 16, 2018 3:04 pm That’s why I won’t “upgrade” unless I’m forced to.
+1.

Brokerage investors will likely have to wait another month before getting their tax statements.
Iam a brokerage customer and I received my form notice today. (although Iam not sure it is correct - see my other post above)
by SpartanFan
Tue Jan 16, 2018 3:24 pm
Forum: Personal Finance (Not Investing)
Topic: Vanguard Tax Forms Now Online
Replies: 40
Views: 9837

Re: Vanguard Tax Forms Now Online

I recvd an 1099-R for a Roth I have (Brokerage Acct) and VG did not enter an amount in box 2A (taxable amt), which is the taxable amount field. They did have box 2B checked (Taxable Amt not determined). When I called them they indicated they could not determine if it was taxable.

I dont quite understand that because it is and always has been held in an IRA acct with VG, Iam 65 and have held the acct well over 5 yrs.

The reason I called them is that the Tax software Iam using requires a value in box 2A and there was none on the form from VG. They told me to just "put a 0 in the field" .

Didnt make me feel too warm and cozy with the answer. Am I missing something ???
by SpartanFan
Wed Jan 10, 2018 2:17 pm
Forum: Investing - Theory, News & General
Topic: Hitting The Sell Button
Replies: 233
Views: 37027

Re: Hitting The Sell Button

67 years old, retired almost 4 years. I’ve gradually adjusted my asset allocation down to 35/55/10, so that no matter what the market does, I can pay my bills without having to change my lifestyle, and sleep at night without the anxieties of 2000 and 2008. I am not willing to lose what took me a lifetime to accumulate, due to greed. We all know that markets rise and fall, unpredictably Should the next big pullback last more than a few years, I will be OK. I am also quite content with last year’s 11.1% returns on my portfolio. Pretty much the same boat we are in. Retired at 56 (now 65) (Wife retired at 55). Current overall AA at 40/60. All expenses covered by Pension and my SS. No bills. Dont need to take any risk. VTI, VWIAX, VBTLX are pri...
by SpartanFan
Thu Jun 29, 2017 9:40 am
Forum: Investing - Theory, News & General
Topic: VG Brokerage Sweep Out Question?
Replies: 6
Views: 1072

Re: VG Brokerage Sweep Out Question?

livesoft wrote:Do you have some automatic dividend reinvestment going on for stocks and/or ETFs?

Or do you have dividends automatically go to your checking account?
These 2 div were normal div that swept to my Fed MM acct. One from VTI ETF and the other from a VG mutual fund.

I did,however do a bank transfer for each of them separately (one for the 389.04 and one for the 459.61) once they appeared in my Fed MM acct. balance.
by SpartanFan
Thu Jun 29, 2017 9:27 am
Forum: Investing - Theory, News & General
Topic: VG Brokerage Sweep Out Question?
Replies: 6
Views: 1072

Re: VG Brokerage Sweep Out Question?

Well, if I take the diff between 2 recent Div that were paid (459.61 and 389.04) it is equal to the 70.57 entry Iam questioning.

Strange ...
by SpartanFan
Thu Jun 29, 2017 7:32 am
Forum: Investing - Theory, News & General
Topic: VG Brokerage Sweep Out Question?
Replies: 6
Views: 1072

VG Brokerage Sweep Out Question?

Out of the blue had a Sweep Out trans for 70.57 today that appeared in my brokerage acct settlement fund trans history.

I called VG and the rep indicated that I should just ignore it as it did not affect my sweep acct bal. (which I confirmed)

So my ? was "why the entry".

Any other trans that have occurred I have been able to find the offsetting acct entry. The rep just told me to ignore it.

Is it just me or does this explanation lack any sense ???
by SpartanFan
Thu Jun 22, 2017 5:39 pm
Forum: Investing - Theory, News & General
Topic: Email from VG - Vanguard Rep is on Leave ??
Replies: 22
Views: 5106

Re: Email from VG - Vanguard Rep is on Leave ??

The "leave" part is none of anyone's business, so what info did you need or expect? When you go on leave or went on leave earlier in your life, what info did the public have about that? I would think the issue is why OP even got the email?! The leave should be none of OP's business and it should be seamless to him/her. The onus is on Vanguard to ensure that OP does not miss the Rep. Isn't that something that managers handle when permitting underlings to go on leave in the first place? OP should NOT have received that email. Well, I did receive the email and have felt very comfortable with the service from my rep. I dont consider myself the PUBLIC. So my concern is going forward I would have liked to still have access to him if he...
by SpartanFan
Tue Jun 20, 2017 5:43 pm
Forum: Investing - Theory, News & General
Topic: Email from VG - Vanguard Rep is on Leave ??
Replies: 22
Views: 5106

Re: Email from VG - Vanguard Rep is on Leave ??

dbr wrote:So they didn't give you any information about who to contact if you want to contact someone? That seems odd, in fact downright unprofessional.

Do you usually only speak to "your" rep or do you call in and talk to anyone. Are/were they in the middle of doing something for you?

They indicated I could contact any of the Flagship reps if I needed assistance and that all the benefits would continue uninterrupted.
But I always felt more comfortable talking to my rep. Just hope everything is OK and he makes it back sometime.
by SpartanFan
Tue Jun 20, 2017 3:59 pm
Forum: Investing - Theory, News & General
Topic: Email from VG - Vanguard Rep is on Leave ??
Replies: 22
Views: 5106

Re: Email from VG - Vanguard Rep is on Leave ??

goingup wrote:
SpartanFan wrote:I received an Email today indicating my rep was on leave.

Seemed kind of odd to me. No indication if/when he would return.

Anyone else have any info on this process ?
Did they designate his/her replacement? Could be a medical situation, a family emergency, a sabbatical, a temporary assignment elsewhere. Apparently the leave is of an indefinite term.
No indication of the replacement other than mentioning the Flagship Team.
by SpartanFan
Tue Jun 20, 2017 3:45 pm
Forum: Investing - Theory, News & General
Topic: Email from VG - Vanguard Rep is on Leave ??
Replies: 22
Views: 5106

Email from VG - Vanguard Rep is on Leave ??

I received an Email today indicating my rep was on leave.

Seemed kind of odd to me. No indication if/when he would return.

Anyone else have any info on this process ?
by SpartanFan
Tue Jan 17, 2017 6:36 am
Forum: Investing - Theory, News & General
Topic: Flagship Reps
Replies: 91
Views: 11937

Re: Flagship Reps

Mel Lindauer wrote:
Prokofiev wrote:I wont miss my Flagship rep. But I will miss the free TurboTax I have received for the past 10(?) years. The only real perk of Flagship.
Based on the comments on this thread, you're not alone in missing the free TurboTax. Add my name to that list, too.
+1
by SpartanFan
Mon Dec 05, 2016 5:37 am
Forum: Personal Consumer Issues
Topic: Need Advice on France for my son
Replies: 12
Views: 1566

Re: Need Advice on France for my son

It sounds like Michigan w/o the snow :)


thanks to all for the advice ... Tom
by SpartanFan
Sun Dec 04, 2016 4:53 pm
Forum: Personal Consumer Issues
Topic: Need Advice on France for my son
Replies: 12
Views: 1566

Re: Need Advice on France for my son

The book link appears to reference a book in French but he doesn't speak French. Just now trying to learn enough to get by.
by SpartanFan
Sun Dec 04, 2016 3:42 pm
Forum: Personal Consumer Issues
Topic: Need Advice on France for my son
Replies: 12
Views: 1566

Need Advice on France for my son

My sons employer (an engineering firm in Pittsburgh) is assigning him to the parent holding Company's corporate office in Paris France for a 1 year stint.

He is 30 years old and I want to get him something to help him acclimate to his new surroundings.

Iam looking for any suggestions for books or items that could be useful for him ? He will be leaving after Xmas this year.

Thanks in advance for any suggestions ...
by SpartanFan
Fri Oct 28, 2016 2:52 pm
Forum: Investing - Theory, News & General
Topic: www.portfoliocharts.com ... "The Coolest Portfolio Tool on the Web"?
Replies: 278
Views: 74699

Re: www.portfoliocharts.com ... "The Coolest Portfolio Tool on the Web"?

What I would like to do is add my own personal comments to a blank cell in the SS regarding WHY I choose certain variables for the calculation (Retirement).

I believe I could just create a new TAB and put my notes in there. (looks like that will work - I just tried it)

Thanks
Tom
by SpartanFan
Fri Oct 28, 2016 12:48 pm
Forum: Investing - Theory, News & General
Topic: www.portfoliocharts.com ... "The Coolest Portfolio Tool on the Web"?
Replies: 278
Views: 74699

Re: www.portfoliocharts.com ... "The Coolest Portfolio Tool on the Web"?

Can you tell me the password for unlocking the SS once its been downloaded ?