Search found 11 matches

by ladybug810
Mon Jul 28, 2014 1:28 pm
Forum: Investing - Help with Personal Investments
Topic: Resources to learn more about taxable mutual fund accounts?
Replies: 1
Views: 267

Resources to learn more about taxable mutual fund accounts?

Hi all, I am interested in opening a taxable mutual fund account with Vanguard and am looking for some resources to learn more about taxable accounts. I've read Bogleheads Guide to Investing , and plan to reread that section of the book. Can anyone recommend other resources? This account is for mid-...
by ladybug810
Mon Mar 19, 2012 7:36 pm
Forum: Investing - Help with Personal Investments
Topic: Rolling stock from old 401k plan to brokerage account
Replies: 7
Views: 504

Re: Rolling stock from old 401k plan to brokerage account

Thanks, everyone. I sure learned a lot from reading the links posted. I did speak with a rep at Vanguard today and she said whether or not we could rollover the stock depended upon how the plan rules were written. What's posted online makes it look like it's allowed, but the Vanguard rep said we'd s...
by ladybug810
Sun Mar 18, 2012 3:52 pm
Forum: Investing - Help with Personal Investments
Topic: Rolling stock from old 401k plan to brokerage account
Replies: 7
Views: 504

Rolling stock from old 401k plan to brokerage account

My husband has a 401k account from a previous employer at Vanguard. I've finally been able to convince him to rollover that 401k account into a rollover IRA so we'll have better investment options to choose from. In the 401k plan is about $20,000 of company stock from his previous employer. While I ...
by ladybug810
Mon Mar 12, 2012 10:06 pm
Forum: Personal Finance (Not Investing)
Topic: Best way to screen roofers for my home?
Replies: 17
Views: 2137

Re: Best way to screen roofers for my home?

We replaced our roof last summer and also had success using Angie's List. We still had several estimates done, though.
by ladybug810
Mon Mar 05, 2012 9:44 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3372
Views: 1469831

Re: What Book Are You Currently Reading? Part V

At, home I'm reading The Emperor's New Drugs by Irving Kirsch. In the car (audiobook, of course!) I'm about halfway through Straight Talk on Investing by Jack Brennan.
by ladybug810
Sun Mar 04, 2012 10:13 pm
Forum: Personal Consumer Issues
Topic: Question for bogleheads with no kids
Replies: 225
Views: 17424

Re: Question for bogleheads with no kids

If you really want kids, I think you should go for it. Plenty of people still manage to become wealthy in spite of having kids. (And plenty of folks with no kids are broke.) I'm 38 and have never wanted kids. Not for a nanosecond. My husband has a daughter from his first marriage who is a junior in ...
by ladybug810
Sun Mar 04, 2012 10:05 pm
Forum: Personal Consumer Issues
Topic: Cross Country Relocation
Replies: 8
Views: 1196

Re: Cross Country Relocation

For the love of Pete, don't let cost be the deciding factor! When we moved from Seattle to North Carolina, someone gave me the advice to have movers come to my house, in person, to give me a quote. I was very impressed with United Van Lines, and we had an amazingly smooth move with them (we did all ...
by ladybug810
Sun Feb 26, 2012 2:36 pm
Forum: Personal Finance (Not Investing)
Topic: Is budgeting necessary if you live a simple and frugal life?
Replies: 100
Views: 6694

Re: Is budgeting necessary if you live a simple and frugal l

There are a lot of people on this forum who have very good incomes and spend a lot less than they make. People who make $200K/yr with expenses that total $100K/yr can buy whatever they want when they need it. A budget is not necessary. Its harder for people that make $40K/yr and have $39K/yr in exp...
by ladybug810
Sun Feb 26, 2012 2:22 pm
Forum: Personal Finance (Not Investing)
Topic: Is budgeting necessary if you live a simple and frugal life?
Replies: 100
Views: 6694

Re: Is budgeting necessary if you live a simple and frugal l

I'm a very new Boglehead, but I too am surprised to see the number of folks who are able to save so easily without a budget! My sanity depends on budgeting, for several reasons. Thankfully, I'm enough of a nerd I actually enjoy it. 1. My husband's income is variable (he's in sales). In order for me ...
by ladybug810
Wed Feb 15, 2012 11:23 pm
Forum: Investing - Theory, News & General
Topic: Am I "young" or "middle aged"?
Replies: 28
Views: 4276

Re: Am I "young" or "middle aged"?

When you have a few drinks you get sleepy and go to bed eary(and sleep). It's official then...I'm middle aged. I certainly feel young, thank God, but my husband and I need to kick our retirement savings into high gear if we want to retire with dignity. Overall, we're doing well financially, but the...
by ladybug810
Wed Feb 15, 2012 8:17 pm
Forum: Investing - Theory, News & General
Topic: Am I "young" or "middle aged"?
Replies: 28
Views: 4276

Am I "young" or "middle aged"?

I'm currently reading "The Bogleheads Guide to Investing" and really enjoying it. In the chapter about asset allocation, there are recommended portfolios for different age groups. As ridiculous as this question sounds, I honestly don't know whether to consider myself young or middle aged! ...