Search found 5 matches

by pipesnbytes
Thu Oct 12, 2017 4:36 pm
Forum: Investing - Help with Personal Investments
Topic: Investment Review/Advice
Replies: 10
Views: 893

Re: Investment Review/Advice

It's been 7 months since my first post and thought I'd give an update. I transferred my taxable account to Vanguard and got rid of my CFP. Going with a CFP was probably the worst financial decision I ever made and wish I knew about Vanguard and understood the market years ago. MY funds are still the...
by pipesnbytes
Fri Mar 10, 2017 5:56 pm
Forum: Investing - Help with Personal Investments
Topic: Investment Review/Advice
Replies: 10
Views: 893

Re: Investment Review/Advice

For the taxable account, I'm not sure if it will be for retirement. My mentality has been to use it to pay off the mortgage once it's big enough or maybe get a second house though the more I think about it the more I feel like that's a bad idea financial idea (though it could make me 100% debt free)...
by pipesnbytes
Fri Mar 10, 2017 3:32 pm
Forum: Local Chapters and Bogleheads Community
Topic: Any Albany, NY Bogleheads out there?
Replies: 17
Views: 2769

Re: Any Albany, NY Bogleheads out there?

+1 for an Albany meet up
by pipesnbytes
Wed Mar 08, 2017 9:56 am
Forum: Investing - Help with Personal Investments
Topic: Investment Review/Advice
Replies: 10
Views: 893

Re: Investment Review/Advice

Thanks Duckie. The advice is much appreciated and am a huge NCIS fan so I love your username. Start with #2. Transfer the four funds "in kind" to Vanguard to avoid the 1.25% management fee. Then you can slowly do #3 when fiscally prudent. Make sure you have all the cost basis information b...
by pipesnbytes
Tue Mar 07, 2017 7:58 pm
Forum: Investing - Help with Personal Investments
Topic: Investment Review/Advice
Replies: 10
Views: 893

Investment Review/Advice

Hi, New user here and stumbled across these forums (and Vanguard) after spending some time on reddit's personal finance section. Here's my stats: I'm 35, own a home that my partner just moved into and have no debts other then my mortgage which has about $82k (10 years) left on a 15 year fixed rate 3...