Search found 22 matches

by finmanjim
Mon Jul 08, 2019 12:15 pm
Forum: US Chapters
Topic: South Florida Local Chapter
Replies: 412
Views: 98919

Re: South Florida Local Chapter

Count me in!

Jim
by finmanjim
Thu May 16, 2019 10:57 am
Forum: Personal Investments
Topic: $96/year Planning
Replies: 12
Views: 4163

Re: $96/year Planning

I contacted him by email regarding Roth conversions and RMDs, and here was his response: "Yes, the system I use can run a wide range of scenarios for my clients including Roth Conversions. Also, RMD projections are a part of the distribution review process. I do not do taxes for my clients, but I ca...
by finmanjim
Thu Apr 07, 2016 11:07 am
Forum: Personal Investments
Topic: How to track my portfolio performance
Replies: 7
Views: 1789

Re: How to track my portfolio performance

Two suggestions, free trials are available:

Investment Account Manager --- http://www.investmentaccountmanager.com/

Fund Manager --- https://www.fundmanagersoftware.com/

Jim
by finmanjim
Thu May 30, 2013 10:49 am
Forum: Personal Finance (Not Investing)
Topic: Bankrates 2013 survey of high yield rewards checking
Replies: 6
Views: 811

Re: Bankrates 2013 survey of high yield rewards checking

First Arkansas Bank and Trust: " To earn 2.51% APY*, simply meet these requirements each monthly qualification cycle: Have at least 10 debit card purchases post and clear Have at least 1 direct deposit, ACH automatic payment, or online bill pay post and clear Receive electronic statements It's okay ...
by finmanjim
Mon Jul 09, 2012 9:38 am
Forum: US Chapters
Topic: S.E. FLORIDA CHAPTER: Meetings
Replies: 75
Views: 14734

Re: S.E. FLORIDA CHAPTER: First meeting Sunday.

Dear Pat and Taylor,

I enjoyed meeting you and the other Bogleheads yesterday. Thank you so much for your hospitality, you instantly made everyone feel at home, and I look forward to future meetings.

Jim
by finmanjim
Fri Jul 06, 2012 8:21 pm
Forum: US Chapters
Topic: S.E. FLORIDA CHAPTER: Meetings
Replies: 75
Views: 14734

Re: S.E. FLORIDA CHAPTER: First meeting Sunday.

I will attend.

Jim
by finmanjim
Wed Jun 20, 2012 4:54 pm
Forum: US Chapters
Topic: S.E. FLORIDA CHAPTER: Meetings
Replies: 75
Views: 14734

Re: South Fl bogleheads chapter: first official meeting thre

I'm in.

Jim
by finmanjim
Mon Feb 13, 2012 3:13 pm
Forum: Investing - Theory, News & General
Topic: Need an equation for figuring withdrawals
Replies: 6
Views: 909

Re: Need an equation for figuring withdrawals

You can use this calculator ( http://prenhall.com/divisions/bp/app/cf ... lator.html ) and solve for the Periods:

Jim

Edit: If the earning rate (5%) is greater than the withdrawal rate (4%), the answer is infinity.
by finmanjim
Mon Feb 06, 2012 9:12 pm
Forum: Investing - Theory, News & General
Topic: Bridgewell Capital
Replies: 0
Views: 509

Bridgewell Capital

Does anyone have any information/experience investing in mortgages with Bridgewell Capital?

http://www.bridgewellcapital.com/

A family member wants to invest and I wish to explain the risks/rewards.

Thanks.

Jim
by finmanjim
Wed Oct 05, 2011 9:20 pm
Forum: Personal Investments
Topic: How do you keep track of tax lots?
Replies: 31
Views: 11614

Investment Account Manager

http://www.investmentaccountmanager.com/

You can download a trial version.

Jim
by finmanjim
Fri Sep 09, 2011 11:10 pm
Forum: Personal Consumer Issues
Topic: Prescription Sunglasses
Replies: 11
Views: 1898

Heavyglare.com

www.Heavyglare.com
Heavyglare Eyewear
1960 Cliff Lake Road #119
Eagan, MN 55122
1-888-548-0558
1-651-209-7999

They have done a good job in the past with my prescription RayBans.

Jim
by finmanjim
Fri Sep 09, 2011 10:28 pm
Forum: Investing - Theory, News & General
Topic: online calculator needed
Replies: 12
Views: 1933

Assuming the deposits occur at the end of the period; if the deposits start immediately, multiply your result by (1 + i):

http://prenhall.com/divisions/bp/app/cf ... lator.html

The future value assuming end-of-year deposits = $12,577.89

Jim
by finmanjim
Tue May 24, 2011 11:56 am
Forum: Personal Consumer Issues
Topic: Hats
Replies: 38
Views: 4111

Tilley Hat

by finmanjim
Thu Dec 09, 2010 10:41 pm
Forum: US Chapters
Topic: South Florida Local Chapter
Replies: 412
Views: 98919

Count me in.

Jim
by finmanjim
Wed Nov 24, 2010 10:52 pm
Forum: Personal Consumer Issues
Topic: Florida / Key West Trip?
Replies: 20
Views: 3373

Fly out of Ft. Myers

You might consider flying back from Fort Myers: Southwest Florida International Airport - http://www.flylcpa.com/

Jim
by finmanjim
Fri May 21, 2010 12:50 pm
Forum: Personal Investments
Topic: What are some good online savings accounts?
Replies: 52
Views: 9887

WTDirect Savings Account Promotion - Up to $500 Bonus

WTDirect has started a new promotion with a bonus of up to $500. You'll get a $100 cash bonus, up to $500, for every $10,000 that you deposit. You have to fund the account by June 15th and maintain your initial deposit for 3 months to receive the cash bonus.

Jim
by finmanjim
Mon Mar 15, 2010 11:19 pm
Forum: Personal Investments
Topic: BRK/B reorganization charge by broker for stock split?
Replies: 20
Views: 5483

E*T charged me $30

E*T charged me $30 for BNI shares converted to BRK-B shares:

BURLINGTON NORTHERN SANTA FE CORP REORG FEE ON STOCK OPTION

Jim
by finmanjim
Tue Mar 02, 2010 9:26 pm
Forum: Personal Finance (Not Investing)
Topic: Best home phone long distance company?
Replies: 27
Views: 3343

bigredwire

A little quirky, but cheap: bigredwire dot com

Jim
by finmanjim
Tue Feb 09, 2010 5:31 pm
Forum: Investing - Theory, News & General
Topic: ETrade Complete Savings Accounts - Discover Bank Online
Replies: 4
Views: 2275

ETrade Complete Savings Accounts - Discover Bank Online

Update - Applies only to those E*Trade customers that do not have a brokerage account. Here is the response I received from E*Trade when I asked if my Complete Savings Account would be transferred to DiscoverBank: Dear Mr. Xxxx, "Thank you for your message concerning your Complete Savings Account. Y...
by finmanjim
Fri Mar 27, 2009 6:47 pm
Forum: Personal Investments
Topic: Does Vanguard offer 457 plans
Replies: 6
Views: 2537

457 Plan

T. Rowe Price is a provider in our plan (State of Florida University).

JK