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For Retirees. How simple are your portfolio's?

Last post by Gaston « Thu Sep 19, 2024 3:23 pm
Posted in Personal Investments
Replies: 45
by lucky12431 » Wed Sep 18, 2024 9:28 pm » in Personal Investments

45 Replies

2926 Views

Last post by Gaston
Thu Sep 19, 2024 3:23 pm
What do you do when you hit your number earlier than expected because of the market?

Last post by WhiteMaxima « Thu Sep 19, 2024 3:23 pm
Posted in Personal Investments
Replies: 103
by privateID » Tue Jul 16, 2024 8:23 am » in Personal Investments
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103 Replies

7865 Views

Last post by WhiteMaxima
Thu Sep 19, 2024 3:23 pm
Prepaying a mortgage for a year (not principal reductions)

Last post by CoAndy « Thu Sep 19, 2024 3:23 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by MikeZ » Wed Sep 18, 2024 10:24 pm » in Personal Finance (Not Investing)

15 Replies

768 Views

Last post by CoAndy
Thu Sep 19, 2024 3:23 pm
Using up large accumulated capital loss with treasury ETFs

Last post by hiddenpower « Thu Sep 19, 2024 3:22 pm
Posted in Personal Investments
Replies: 42
by 02nz » Sat Aug 12, 2023 10:42 am » in Personal Investments

42 Replies

9735 Views

Last post by hiddenpower
Thu Sep 19, 2024 3:22 pm
IRA partial distribution direct convert to Roth IRA mistake?

Last post by MrRE « Thu Sep 19, 2024 3:19 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by MrRE » Thu Sep 19, 2024 2:58 pm » in Personal Finance (Not Investing)

2 Replies

59 Views

Last post by MrRE
Thu Sep 19, 2024 3:19 pm
BND vs VMFXX for money needed in 2026

Last post by delamer « Thu Sep 19, 2024 3:19 pm
Posted in Personal Investments
Replies: 1
by johnkgan » Thu Sep 19, 2024 3:15 pm » in Personal Investments

1 Replies

38 Views

Last post by delamer
Thu Sep 19, 2024 3:19 pm
Strategy for flying business class

Last post by kleiner « Thu Sep 19, 2024 3:17 pm
Posted in Personal Consumer Issues
Replies: 81
by coalcracker » Wed Sep 18, 2024 8:43 am » in Personal Consumer Issues
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81 Replies

4265 Views

Last post by kleiner
Thu Sep 19, 2024 3:17 pm
Whither bonds now and next

Last post by toddthebod « Thu Sep 19, 2024 3:17 pm
Posted in Personal Investments
Replies: 6
by valleyrock » Thu Sep 19, 2024 7:57 am » in Personal Investments

6 Replies

453 Views

Last post by toddthebod
Thu Sep 19, 2024 3:17 pm
WisdomTree GDE: 90% Large Cap + 90% Gold

Last post by mbouck « Thu Sep 19, 2024 3:17 pm
Posted in Investing - Theory, News & General
Replies: 91
by Booogle » Thu Mar 31, 2022 3:16 pm » in Investing - Theory, News & General
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91 Replies

10849 Views

Last post by mbouck
Thu Sep 19, 2024 3:17 pm
LibreOffice instead of Office365

Last post by pointyhairedboss « Thu Sep 19, 2024 3:16 pm
Posted in Personal Consumer Issues
Replies: 39
by guppyguy » Thu Sep 19, 2024 11:08 am » in Personal Consumer Issues

39 Replies

1103 Views

Last post by pointyhairedboss
Thu Sep 19, 2024 3:16 pm
TV advice for kids' playroom

Last post by barnaclebob « Thu Sep 19, 2024 3:14 pm
Posted in Personal Consumer Issues
Replies: 7
by newbie003 » Thu Sep 19, 2024 11:08 am » in Personal Consumer Issues

7 Replies

260 Views

Last post by barnaclebob
Thu Sep 19, 2024 3:14 pm
Blackrock, $35T debt issue -- Noise or Actionable? ...

Last post by JackoC « Thu Sep 19, 2024 3:14 pm
Posted in Investing - Theory, News & General
Replies: 11
by Lawrence of Suburbia » Thu Sep 19, 2024 2:12 pm » in Investing - Theory, News & General

11 Replies

505 Views

Last post by JackoC
Thu Sep 19, 2024 3:14 pm
Anybody using PhotoStructure as an Apple Photos substitute

Last post by j9j « Thu Sep 19, 2024 3:13 pm
Posted in Personal Consumer Issues
Replies: 7
by guppyguy » Thu Sep 19, 2024 1:50 pm » in Personal Consumer Issues

7 Replies

147 Views

Last post by j9j
Thu Sep 19, 2024 3:13 pm
If you hit $3M by your 40s, what did you do after that

Last post by sp0704 « Thu Sep 19, 2024 3:13 pm
Posted in Personal Finance (Not Investing)
Replies: 121
by saagar_is_cool » Mon Sep 16, 2024 9:20 pm » in Personal Finance (Not Investing)
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121 Replies

12420 Views

Last post by sp0704
Thu Sep 19, 2024 3:13 pm
What Movie Have You Recently Watched?

Last post by littlerfish « Thu Sep 19, 2024 3:11 pm
Posted in Personal Consumer Issues
Replies: 11900
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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11900 Replies

2264505 Views

Last post by littlerfish
Thu Sep 19, 2024 3:11 pm
I would like to close a roof vent from the attic side by putting a board over it would that work?

Last post by jebmke « Thu Sep 19, 2024 3:11 pm
Posted in Personal Consumer Issues
Replies: 4
by Ava » Thu Sep 19, 2024 3:00 pm » in Personal Consumer Issues

4 Replies

101 Views

Last post by jebmke
Thu Sep 19, 2024 3:11 pm
Time to withdraw $ from savings account and buy a CD?

Last post by Aguilar « Thu Sep 19, 2024 3:09 pm
Posted in Personal Investments
Replies: 3
by Aguilar » Thu Sep 19, 2024 4:26 am » in Personal Investments

3 Replies

490 Views

Last post by Aguilar
Thu Sep 19, 2024 3:09 pm
Amazon privacy...leaving???

Last post by jebmke « Thu Sep 19, 2024 3:07 pm
Posted in Personal Consumer Issues
Replies: 20
by guppyguy » Thu Sep 19, 2024 11:07 am » in Personal Consumer Issues

20 Replies

1053 Views

Last post by jebmke
Thu Sep 19, 2024 3:07 pm
Backdoor Roth /form 8606

Last post by toddthebod « Thu Sep 19, 2024 3:06 pm
Posted in Personal Finance (Not Investing)
Replies: 51
by Deverett » Sat Jun 01, 2024 8:04 am » in Personal Finance (Not Investing)
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51 Replies

2736 Views

Last post by toddthebod
Thu Sep 19, 2024 3:06 pm
What are you listening to now

Last post by AlohaBill « Thu Sep 19, 2024 3:06 pm
Posted in Personal Consumer Issues
Replies: 6748
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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6748 Replies

793069 Views

Last post by AlohaBill
Thu Sep 19, 2024 3:06 pm
Estate Planning - Whole Life Insurance inside an ILIT

Last post by Sinjin55555 « Thu Sep 19, 2024 3:05 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Sinjin55555 » Thu Sep 19, 2024 2:55 pm » in Personal Finance (Not Investing)

2 Replies

54 Views

Last post by Sinjin55555
Thu Sep 19, 2024 3:05 pm
refi before making a single mortgage payment?

Last post by VCC « Thu Sep 19, 2024 3:01 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by panpsych » Wed Sep 18, 2024 12:47 pm » in Personal Finance (Not Investing)

18 Replies

854 Views

Last post by VCC
Thu Sep 19, 2024 3:01 pm
Fidelity ERROR on Rollover - Having a Panic Attack

Last post by Silk McCue « Thu Sep 19, 2024 3:00 pm
Posted in Personal Finance (Not Investing)
Replies: 27
by shelterinplace » Wed Sep 18, 2024 5:50 pm » in Personal Finance (Not Investing)

27 Replies

2101 Views

Last post by Silk McCue
Thu Sep 19, 2024 3:00 pm
Why "traditional" asset allocation may be very WRONG

Last post by coastFIREdude « Thu Sep 19, 2024 2:58 pm
Posted in Investing - Theory, News & General
Replies: 263
by HMSVictory » Fri Sep 13, 2024 9:40 am » in Investing - Theory, News & General
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263 Replies

17766 Views

Last post by coastFIREdude
Thu Sep 19, 2024 2:58 pm
Portfolio Review

Last post by GetSmarter « Thu Sep 19, 2024 2:57 pm
Posted in Personal Investments
Replies: 20
by GetSmarter » Tue Sep 17, 2024 10:48 pm » in Personal Investments

20 Replies

1270 Views

Last post by GetSmarter
Thu Sep 19, 2024 2:57 pm
Slice and dice

Last post by heyyou « Thu Sep 19, 2024 2:56 pm
Posted in Investing - Theory, News & General
Replies: 21
by konik » Tue Feb 06, 2024 12:26 pm » in Investing - Theory, News & General

21 Replies

2333 Views

Last post by heyyou
Thu Sep 19, 2024 2:56 pm
Younger spouse's FERS: 25% survivor benefit?

Last post by delamer « Thu Sep 19, 2024 2:56 pm
Posted in Personal Investments
Replies: 12
by RetiredInTheWest » Wed Feb 14, 2024 4:52 pm » in Personal Investments

12 Replies

1133 Views

Last post by delamer
Thu Sep 19, 2024 2:56 pm
Ascensus Does Not Transfer in Kind

Last post by Finridge « Thu Sep 19, 2024 2:55 pm
Posted in Personal Investments
Replies: 39
by eriister » Tue Jul 30, 2024 1:10 pm » in Personal Investments

39 Replies

4619 Views

Last post by Finridge
Thu Sep 19, 2024 2:55 pm
Why is my employer using this new approach for selling RSU shares to cover taxes?

Last post by MBB_Boy « Thu Sep 19, 2024 2:51 pm
Posted in Personal Investments
Replies: 24
by olang » Wed Sep 18, 2024 10:55 am » in Personal Investments

24 Replies

1383 Views

Last post by MBB_Boy
Thu Sep 19, 2024 2:51 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Stinky « Thu Sep 19, 2024 2:50 pm
Posted in Investing - Theory, News & General
Replies: 2793
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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2793 Replies

382048 Views

Last post by Stinky
Thu Sep 19, 2024 2:50 pm
Variable Annunity Surrender Question

Last post by Stinky « Thu Sep 19, 2024 2:47 pm
Posted in Personal Investments
Replies: 6
by Keystone1 » Thu Sep 19, 2024 9:57 am » in Personal Investments

6 Replies

286 Views

Last post by Stinky
Thu Sep 19, 2024 2:47 pm
What is the Most % the Stock Market Could Drop?

Last post by runswithscissors « Thu Sep 19, 2024 2:45 pm
Posted in Personal Investments
Replies: 111
by Hot Sauce » Tue Sep 17, 2024 7:02 pm » in Personal Investments
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111 Replies

6994 Views

Last post by runswithscissors
Thu Sep 19, 2024 2:45 pm
529 transfer

Last post by cmr79 « Thu Sep 19, 2024 2:41 pm
Posted in Personal Investments
Replies: 1
by goska » Thu Sep 19, 2024 1:59 pm » in Personal Investments

1 Replies

56 Views

Last post by cmr79
Thu Sep 19, 2024 2:41 pm
[Split from "Fidelity as a one stop shop" thread - locked or restricted Fidelity account issues]

Last post by tACKJAYE « Thu Sep 19, 2024 2:39 pm
Posted in Personal Finance (Not Investing)
Replies: 188
by ez_mode » Sun Sep 15, 2024 4:49 pm » in Personal Finance (Not Investing)
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188 Replies

4417 Views

Last post by tACKJAYE
Thu Sep 19, 2024 2:39 pm
Fire Financial Advisor - repercussions?!

Last post by jane1 « Thu Sep 19, 2024 2:36 pm
Posted in Personal Investments
Replies: 26
by worriedaboutalot » Wed Sep 18, 2024 11:39 pm » in Personal Investments

26 Replies

1254 Views

Last post by jane1
Thu Sep 19, 2024 2:36 pm
Advisory fee ranges?

Last post by Doctor Rhythm « Thu Sep 19, 2024 2:34 pm
Posted in Personal Investments
Replies: 9
by zini2001 » Wed Jul 24, 2024 12:15 pm » in Personal Investments

9 Replies

1017 Views

Last post by Doctor Rhythm
Thu Sep 19, 2024 2:34 pm
iPhone family plan--just go with AT&T at Costco?

Last post by socalindex « Thu Sep 19, 2024 2:34 pm
Posted in Personal Consumer Issues
Replies: 17
by mookie » Wed Sep 18, 2024 9:32 am » in Personal Consumer Issues

17 Replies

1249 Views

Last post by socalindex
Thu Sep 19, 2024 2:34 pm
Fidelity as a one stop shop

Last post by anon_investor « Thu Sep 19, 2024 2:29 pm
Posted in Personal Finance (Not Investing)
Replies: 7215
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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7215 Replies

1393679 Views

Last post by anon_investor
Thu Sep 19, 2024 2:29 pm
Retirement plan / FIRE - [UK - France]

Last post by Valuethinker « Thu Sep 19, 2024 2:28 pm
Posted in Non-US Investing
Replies: 7
by Oceanl » Wed Sep 18, 2024 12:39 pm » in Non-US Investing

7 Replies

486 Views

Last post by Valuethinker
Thu Sep 19, 2024 2:28 pm
Mutual Funds and ETFs - reasons for full closure and liquidation

Last post by GaryA505 « Thu Sep 19, 2024 2:27 pm
Posted in Personal Investments
Replies: 2
by GaryA505 » Thu Sep 19, 2024 1:54 pm » in Personal Investments

2 Replies

102 Views

Last post by GaryA505
Thu Sep 19, 2024 2:27 pm
Strange email from USPS about delivery to old address

Last post by MathWizard « Thu Sep 19, 2024 2:27 pm
Posted in Personal Consumer Issues
Replies: 24
by Caduceus » Tue Sep 17, 2024 2:00 am » in Personal Consumer Issues

24 Replies

2019 Views

Last post by MathWizard
Thu Sep 19, 2024 2:27 pm
Remember to re-file for Texas homestead, 65+ exemptions after assigning home to trust

Last post by MBB_Boy « Thu Sep 19, 2024 2:22 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by CuriousGeorgeTx » Wed Apr 24, 2024 9:00 pm » in Personal Finance (Not Investing)

2 Replies

612 Views

Last post by MBB_Boy
Thu Sep 19, 2024 2:22 pm
Learning Violin as an adult? Jesu recording

Last post by torso2500 « Thu Sep 19, 2024 2:21 pm
Posted in Personal Consumer Issues
Replies: 374
by investingdad » Tue Dec 06, 2016 1:03 pm » in Personal Consumer Issues
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374 Replies

66118 Views

Last post by torso2500
Thu Sep 19, 2024 2:21 pm
Getting Parents off the Deed to Our Home - Advice

Last post by dkwang « Thu Sep 19, 2024 2:20 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Avogato » Thu Sep 19, 2024 2:14 pm » in Personal Finance (Not Investing)

1 Replies

202 Views

Last post by dkwang
Thu Sep 19, 2024 2:20 pm
Divorce [Settlement strategy]

Last post by jaj2276 « Thu Sep 19, 2024 2:19 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by diydocwifejd » Wed Sep 18, 2024 2:39 pm » in Personal Finance (Not Investing)

28 Replies

2236 Views

Last post by jaj2276
Thu Sep 19, 2024 2:19 pm
Sell stock to pay off mortgage now?

Last post by achillesheel « Thu Sep 19, 2024 2:18 pm
Posted in Personal Investments
Replies: 34
by Kylelange » Mon Sep 16, 2024 9:19 am » in Personal Investments

34 Replies

2254 Views

Last post by achillesheel
Thu Sep 19, 2024 2:18 pm
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by Raspberry-503 « Thu Sep 19, 2024 2:16 pm
Posted in Investing - Theory, News & General
Replies: 1011
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1011 Replies

279990 Views

Last post by Raspberry-503
Thu Sep 19, 2024 2:16 pm
Should I open one more Brokerage account at Fidelity to shield my assets?

Last post by MBB_Boy « Thu Sep 19, 2024 2:08 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by frugalor » Tue Sep 17, 2024 10:24 pm » in Personal Finance (Not Investing)

21 Replies

2110 Views

Last post by MBB_Boy
Thu Sep 19, 2024 2:08 pm
Can you train yourself to be less risk averse?

Last post by Fallible « Thu Sep 19, 2024 2:01 pm
Posted in Investing - Theory, News & General
Replies: 181
by gavinsiu » Sat Aug 31, 2024 12:37 pm » in Investing - Theory, News & General
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181 Replies

19192 Views

Last post by Fallible
Thu Sep 19, 2024 2:01 pm
I-bonds VS Federal Money Market Fund

Last post by Onlineid3089 « Thu Sep 19, 2024 2:01 pm
Posted in Personal Investments
Replies: 2
by Majdan » Thu Sep 19, 2024 1:04 pm » in Personal Investments

2 Replies

214 Views

Last post by Onlineid3089
Thu Sep 19, 2024 2:01 pm

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