Search found 10 matches

by datageek
Thu Jul 12, 2018 8:53 pm
Forum: Investing - Help with Personal Investments
Topic: Financial adviser in Portland metro area
Replies: 11
Views: 1111

Re: Financial adviser in Portland metro area

Thanks for the responses so far. I did mean Portland, OR.
by datageek
Sun Jul 08, 2018 7:00 pm
Forum: Investing - Help with Personal Investments
Topic: Financial adviser in Portland metro area
Replies: 11
Views: 1111

Financial adviser in Portland metro area

A friend is looking for a financial adviser in the Portland area to advise his family on investments. Preferably fee-only. Anyone has personal experience with someone that they'd like to share?
by datageek
Thu Dec 11, 2014 1:57 pm
Forum: Personal Finance (Not Investing)
Topic: HDHP under deductible: out-of-pocket or through insurance?
Replies: 8
Views: 997

Re: HDHP under deductible: out-of-pocket or through insuranc

As I mentioned, some providers will offer a discount when billing patients directly in an out-of-pocket situation, as opposed to billing insurance. Since it eventually all comes out of pocket, wouldn't that be cheaper?
by datageek
Thu Dec 11, 2014 1:25 pm
Forum: Personal Finance (Not Investing)
Topic: HDHP under deductible: out-of-pocket or through insurance?
Replies: 8
Views: 997

HDHP under deductible: out-of-pocket or through insurance?

Next year, many of my medical providers will be in-network for my new HDHP insurance plan. However, barring any catastrophes, I still expect the total expense on medical services to fall under the high deductible and therefore come 100% out of pocket (or nearly 100%, some will probably be considered...
by datageek
Wed Jul 09, 2014 9:43 pm
Forum: Personal Finance (Not Investing)
Topic: Amazon.com Rewards Visa card from Chase
Replies: 35
Views: 112149

Re: Amazon.com Rewards Visa card from Chase

Linuxizer--sorry for the delay, I was on travel :) One of the redeeming options for points is for ordering flights. If you try to do it online, they send you to a phone number, which is the only annoyance. I always do my research beforehand and request specific flights, so it flows quickly. One othe...
by datageek
Thu Jul 03, 2014 9:37 pm
Forum: Personal Finance (Not Investing)
Topic: Amazon.com Rewards Visa card from Chase
Replies: 35
Views: 112149

Re: Amazon.com Rewards Visa card from Chase

The best use of this card's reward points is, in my opinion, for travel. 25,000 points pays for most domestic flights up to $400, and you can use additional points or dollars for more expensive flights. Plus, you bypass the frequent flier shenanigans with blackout dates and diluted value.
by datageek
Fri Jun 13, 2014 8:55 pm
Forum: Personal Finance (Not Investing)
Topic: Tax simulations?
Replies: 6
Views: 1351

Re: Tax simulations?

The spreadsheets at http://www.taxvisor.com/taxes/index.html are great if you live in CA (or are only interested in federal taxes). Real easy to play what-if scenarios.
by datageek
Mon Jun 09, 2014 9:31 pm
Forum: Local Chapters and Bogleheads Community
Topic: Master Thread for Portland, Oregon
Replies: 141
Views: 44633

Re: Master Thread for Portland, Oregon

Oh bummer, I missed today's meeting. I wasn't even aware of the existence of the portland meetings, but would love to be notified of the next one.
Any thoughts on using meetup.com or Facebook events?
by datageek
Fri Mar 28, 2014 2:39 pm
Forum: Personal Finance (Not Investing)
Topic: Equity-only compensation and self employment
Replies: 3
Views: 1148

Re: Equity-only compensation and self employment

Thanks for your detailed post. I wasn't aware that CA disallowed 100% equity compensation and couldn't find a reference for it--could you provide one? All I could find was references to a CA change in 2007 that made the restrictions conform to rule 701, so maybe that restriction is lifted now. I als...
by datageek
Thu Mar 27, 2014 11:51 pm
Forum: Personal Finance (Not Investing)
Topic: Equity-only compensation and self employment
Replies: 3
Views: 1148

Equity-only compensation and self employment

First time poster, please be gentle :) I've recently left a job (and a long career as an employee), and am considering taking a consulting role for an early-stage startup. our draft agreement spells out the following: - Work will be broken up into small, discrete projects. For each project, we'd agr...