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my experience so far setting up Fidelity CMA

Last post by lostcoast2023 « Sun Sep 08, 2024 11:01 am
Posted in Personal Investments
Replies: 50
by syc » Tue May 07, 2024 6:15 pm » in Personal Investments
1

2
50 Replies

8233 Views

Last post by lostcoast2023
Sun Sep 08, 2024 11:01 am
Deferred compensation strategy

Last post by milktoast « Sun Sep 08, 2024 11:00 am
Posted in Personal Finance (Not Investing)
Replies: 7
by radical » Sat Sep 07, 2024 3:16 pm » in Personal Finance (Not Investing)

7 Replies

634 Views

Last post by milktoast
Sun Sep 08, 2024 11:00 am
SVOL taxes [Simplify Volatility Premium ETF]

Last post by brightlightstonight « Sun Sep 08, 2024 10:59 am
Posted in Personal Investments
Replies: 5
by jriker1 » Sat Sep 07, 2024 4:48 pm » in Personal Investments

5 Replies

280 Views

Last post by brightlightstonight
Sun Sep 08, 2024 10:59 am
Disadvantages of Buying a Specific TIPS Issue 3.875%

Last post by hudson « Sun Sep 08, 2024 10:59 am
Posted in Personal Investments
Replies: 63
by hudson » Sun Aug 25, 2024 2:27 pm » in Personal Investments
1

2
63 Replies

5979 Views

Last post by hudson
Sun Sep 08, 2024 10:59 am
Considering Retirement - help running numbers

Last post by acunn « Sun Sep 08, 2024 10:54 am
Posted in Personal Finance (Not Investing)
Replies: 10
by acunn » Sat Sep 07, 2024 5:07 pm » in Personal Finance (Not Investing)

10 Replies

957 Views

Last post by acunn
Sun Sep 08, 2024 10:54 am
Windfall elimination provision and spousal social security benefit

Last post by 123 « Sun Sep 08, 2024 10:54 am
Posted in Personal Finance (Not Investing)
Replies: 2
by BorqaZ » Sun Sep 08, 2024 10:21 am » in Personal Finance (Not Investing)

2 Replies

119 Views

Last post by 123
Sun Sep 08, 2024 10:54 am
Investing for niece

Last post by illumination « Sun Sep 08, 2024 10:53 am
Posted in Personal Investments
Replies: 8
by ReadyOne » Sat Sep 07, 2024 10:59 am » in Personal Investments

8 Replies

633 Views

Last post by illumination
Sun Sep 08, 2024 10:53 am
What Movie Have You Recently Watched?

Last post by AlohaBill « Sun Sep 08, 2024 10:53 am
Posted in Personal Consumer Issues
Replies: 11847
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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11847 Replies

2257139 Views

Last post by AlohaBill
Sun Sep 08, 2024 10:53 am
4% Rule

Last post by momopi « Sun Sep 08, 2024 10:51 am
Posted in Personal Investments
Replies: 36
by Penelope8735 » Sat Sep 07, 2024 12:28 am » in Personal Investments

36 Replies

3220 Views

Last post by momopi
Sun Sep 08, 2024 10:51 am
Anyone Concerned with AVUV Performance?

Last post by muffins14 « Sun Sep 08, 2024 10:51 am
Posted in Personal Investments
Replies: 4
by zdfger » Sun Sep 08, 2024 8:04 am » in Personal Investments

4 Replies

407 Views

Last post by muffins14
Sun Sep 08, 2024 10:51 am
VUSXX vs VBTLX

Last post by suemarkp « Sun Sep 08, 2024 10:50 am
Posted in Personal Investments
Replies: 3
by Maris61 » Sat Sep 07, 2024 8:43 pm » in Personal Investments

3 Replies

428 Views

Last post by suemarkp
Sun Sep 08, 2024 10:50 am
Contractor lost check, wants new one; how can I protect myself?

Last post by student « Sun Sep 08, 2024 10:48 am
Posted in Personal Finance (Not Investing)
Replies: 57
by almeida » Sun Sep 01, 2024 9:47 am » in Personal Finance (Not Investing)
1

2
57 Replies

5607 Views

Last post by student
Sun Sep 08, 2024 10:48 am
New $500k portfolio

Last post by brightlightstonight « Sun Sep 08, 2024 10:43 am
Posted in Personal Investments
Replies: 7
by kaktusUSA » Sat Sep 07, 2024 9:35 pm » in Personal Investments

7 Replies

719 Views

Last post by brightlightstonight
Sun Sep 08, 2024 10:43 am
What are you listening to now

Last post by AlohaBill « Sun Sep 08, 2024 10:42 am
Posted in Personal Consumer Issues
Replies: 6688
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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6688 Replies

787458 Views

Last post by AlohaBill
Sun Sep 08, 2024 10:42 am
marital trust - why is it the exemption amount ?

Last post by toddthebod « Sun Sep 08, 2024 10:40 am
Posted in Personal Finance (Not Investing)
Replies: 6
by skeptical » Sat Sep 07, 2024 3:28 pm » in Personal Finance (Not Investing)

6 Replies

560 Views

Last post by toddthebod
Sun Sep 08, 2024 10:40 am
Help With Asset Allocation- I want to Simplify - TIAA

Last post by 59Trees « Sun Sep 08, 2024 10:40 am
Posted in Personal Investments
Replies: 29
by 59Trees » Sun Aug 25, 2024 1:31 pm » in Personal Investments

29 Replies

3061 Views

Last post by 59Trees
Sun Sep 08, 2024 10:40 am
Question About 60/40 Portfolio

Last post by BitTooAggressive « Sun Sep 08, 2024 10:36 am
Posted in Investing - Theory, News & General
Replies: 21
by Grump99 » Sat Sep 07, 2024 11:31 am » in Investing - Theory, News & General

21 Replies

1546 Views

Last post by BitTooAggressive
Sun Sep 08, 2024 10:36 am
Panoramic glass broken and insurance.

Last post by facundo « Sun Sep 08, 2024 10:35 am
Posted in Personal Consumer Issues
Replies: 17
by facundo » Fri Sep 06, 2024 9:35 pm » in Personal Consumer Issues

17 Replies

1373 Views

Last post by facundo
Sun Sep 08, 2024 10:35 am
Outcome update for - Selling vehicle on Craigslist?

Last post by AllMostThere « Sun Sep 08, 2024 10:34 am
Posted in Personal Consumer Issues
Replies: 44
by MnD » Tue Sep 03, 2024 11:58 am » in Personal Consumer Issues

44 Replies

4942 Views

Last post by AllMostThere
Sun Sep 08, 2024 10:34 am
Advice for Mom - Convert to Roth or not?

Last post by celia « Sun Sep 08, 2024 10:31 am
Posted in Personal Finance (Not Investing)
Replies: 11
by gutrageous » Sat Sep 07, 2024 8:43 pm » in Personal Finance (Not Investing)

11 Replies

718 Views

Last post by celia
Sun Sep 08, 2024 10:31 am
Latest Roth conversion paper

Last post by jeffyscott « Sun Sep 08, 2024 10:27 am
Posted in Investing - Theory, News & General
Replies: 56
by McQ » Wed Sep 04, 2024 10:59 pm » in Investing - Theory, News & General
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56 Replies

6040 Views

Last post by jeffyscott
Sun Sep 08, 2024 10:27 am
Overpayment to credit card account to increase credit line

Last post by Carno « Sun Sep 08, 2024 10:27 am
Posted in Personal Finance (Not Investing)
Replies: 23
by Carno » Sat Sep 07, 2024 7:39 pm » in Personal Finance (Not Investing)

23 Replies

1335 Views

Last post by Carno
Sun Sep 08, 2024 10:27 am
How To Lower Retirement Expenses

Last post by snackdog « Sun Sep 08, 2024 10:25 am
Posted in Personal Finance (Not Investing)
Replies: 71
by naturewalker420 » Wed Aug 14, 2024 7:43 am » in Personal Finance (Not Investing)
1

2
71 Replies

8297 Views

Last post by snackdog
Sun Sep 08, 2024 10:25 am
Life Crossroads - advice request

Last post by jtk « Sun Sep 08, 2024 10:23 am
Posted in Personal Finance (Not Investing)
Replies: 53
by Mttownse » Sat Sep 07, 2024 2:03 pm » in Personal Finance (Not Investing)
1

2
53 Replies

2680 Views

Last post by jtk
Sun Sep 08, 2024 10:23 am
Activily managed Admiral shares at Fidelity

Last post by bikefish « Sun Sep 08, 2024 10:23 am
Posted in Investing - Theory, News & General
Replies: 6
by dkturner » Sun Sep 08, 2024 6:49 am » in Investing - Theory, News & General

6 Replies

314 Views

Last post by bikefish
Sun Sep 08, 2024 10:23 am
New car Purchase, finance or cash?

Last post by hevysrf « Sun Sep 08, 2024 10:20 am
Posted in Personal Finance (Not Investing)

by hevysrf » Sun Sep 08, 2024 10:20 am » in Personal Finance (Not Investing)

0 Replies

65 Views

Last post by hevysrf
Sun Sep 08, 2024 10:20 am
Help with Vanguard i401k EIN for 5500-EZ

Last post by toddthebod « Sun Sep 08, 2024 10:19 am
Posted in Personal Finance (Not Investing)
Replies: 10
by goodenyou » Sun Sep 08, 2024 6:38 am » in Personal Finance (Not Investing)

10 Replies

285 Views

Last post by toddthebod
Sun Sep 08, 2024 10:19 am
Inheriting an IRA... what would you do with it?

Last post by livesoft « Sun Sep 08, 2024 10:16 am
Posted in Personal Investments
Replies: 20
by LitProf2020 » Sat Sep 07, 2024 5:55 pm » in Personal Investments

20 Replies

1075 Views

Last post by livesoft
Sun Sep 08, 2024 10:16 am
Where to stash $300K from Sale of Primary Home?

Last post by retiredjg « Sun Sep 08, 2024 10:13 am
Posted in Personal Investments
Replies: 3
by BigJoeAllen » Sun Sep 08, 2024 9:32 am » in Personal Investments

3 Replies

229 Views

Last post by retiredjg
Sun Sep 08, 2024 10:13 am
Rebalancing

Last post by Hacksawdave « Sun Sep 08, 2024 10:13 am
Posted in Personal Investments
Replies: 4
by Ingrid » Sat Sep 07, 2024 6:18 pm » in Personal Investments

4 Replies

361 Views

Last post by Hacksawdave
Sun Sep 08, 2024 10:13 am
Struggling with the Hedonic Treadmill / Wealth Effect / Lifestyle Creep

Last post by Wannaretireearly « Sun Sep 08, 2024 10:12 am
Posted in Personal Consumer Issues
Replies: 194
by AnnetteLouisan » Thu Aug 29, 2024 9:14 pm » in Personal Consumer Issues
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194 Replies

27462 Views

Last post by Wannaretireearly
Sun Sep 08, 2024 10:12 am
TIPS ladder with iShares iBonds TIPS ETFs

Last post by CyclingDuo « Sun Sep 08, 2024 10:09 am
Posted in Investing - Theory, News & General
Replies: 2
by CWRadio » Sun Sep 08, 2024 8:32 am » in Investing - Theory, News & General

2 Replies

157 Views

Last post by CyclingDuo
Sun Sep 08, 2024 10:09 am
Good Modern Science Fiction

Last post by mrb09 « Sun Sep 08, 2024 10:08 am
Posted in Personal Consumer Issues
Replies: 803
by gatorman » Sun Sep 07, 2014 4:43 pm » in Personal Consumer Issues
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17
803 Replies

170296 Views

Last post by mrb09
Sun Sep 08, 2024 10:08 am
SECURE 2.0's $50,000 QCD to CRUT or Charitable Annuity

Last post by Alan S. « Sun Sep 08, 2024 10:02 am
Posted in Personal Finance (Not Investing)
Replies: 12
by Phil DeMuth » Sat Jun 10, 2023 5:32 pm » in Personal Finance (Not Investing)

12 Replies

1524 Views

Last post by Alan S.
Sun Sep 08, 2024 10:02 am
401k John Hancock Fund Advice

Last post by ruralavalon « Sun Sep 08, 2024 10:00 am
Posted in Personal Investments
Replies: 16
by kiesker » Sun Aug 04, 2024 2:30 pm » in Personal Investments

16 Replies

1325 Views

Last post by ruralavalon
Sun Sep 08, 2024 10:00 am
60/40 benchmark comparison

Last post by retired@50 « Sun Sep 08, 2024 9:56 am
Posted in Personal Investments
Replies: 2
by footballer » Sun Sep 08, 2024 9:18 am » in Personal Investments

2 Replies

184 Views

Last post by retired@50
Sun Sep 08, 2024 9:56 am
Experiences with Merrill Edge as primary brokerage in 2024?

Last post by jtk « Sun Sep 08, 2024 9:53 am
Posted in Personal Finance (Not Investing)
Replies: 3
by NYCaviator » Sat Sep 07, 2024 10:50 pm » in Personal Finance (Not Investing)

3 Replies

362 Views

Last post by jtk
Sun Sep 08, 2024 9:53 am
Received call from debt collector, but don't know why

Last post by snic « Sun Sep 08, 2024 9:52 am
Posted in Personal Finance (Not Investing)
Replies: 29
by Czilla9000 » Fri Sep 06, 2024 4:21 pm » in Personal Finance (Not Investing)

29 Replies

2830 Views

Last post by snic
Sun Sep 08, 2024 9:52 am
x-ray interpretation service

Last post by intendi « Sun Sep 08, 2024 9:50 am
Posted in Personal Consumer Issues
Replies: 20
by popoki » Sat Sep 07, 2024 5:31 pm » in Personal Consumer Issues

20 Replies

1178 Views

Last post by intendi
Sun Sep 08, 2024 9:50 am
Retiring in 6 months (off TSLA options); Plan Review; 08/24 Update - NVDA All-In

Last post by Valuethinker « Sun Sep 08, 2024 9:43 am
Posted in Personal Investments
Replies: 669
by roguewarrior0 » Thu Feb 11, 2021 1:35 pm » in Personal Investments
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669 Replies

157440 Views

Last post by Valuethinker
Sun Sep 08, 2024 9:43 am
Layering Into International Slowly

Last post by watchnerd « Sun Sep 08, 2024 9:39 am
Posted in Personal Investments
Replies: 16
by BizarroJerry » Sat Sep 07, 2024 1:05 pm » in Personal Investments

16 Replies

797 Views

Last post by watchnerd
Sun Sep 08, 2024 9:39 am
Window treatments that reduce outside noise

Last post by THY4373 « Sun Sep 08, 2024 9:39 am
Posted in Personal Consumer Issues
Replies: 12
by delamer » Sat Sep 07, 2024 1:20 pm » in Personal Consumer Issues

12 Replies

812 Views

Last post by THY4373
Sun Sep 08, 2024 9:39 am
How to calculate Churning w/ VTSAX and a few other noob questions

Last post by muffins14 « Sun Sep 08, 2024 9:34 am
Posted in Personal Investments
Replies: 25
by bobsmith » Tue Aug 27, 2024 2:56 pm » in Personal Investments

25 Replies

2271 Views

Last post by muffins14
Sun Sep 08, 2024 9:34 am
New tires needed - please help

Last post by Dottie57 « Sun Sep 08, 2024 9:32 am
Posted in Personal Consumer Issues
Replies: 33
by Dottie57 » Sat Sep 07, 2024 2:11 pm » in Personal Consumer Issues

33 Replies

1513 Views

Last post by Dottie57
Sun Sep 08, 2024 9:32 am
How/why businesses choose 401(k) providers, funds/features, and how hard to switch?

Last post by Target2019 « Sun Sep 08, 2024 9:28 am
Posted in Personal Finance (Not Investing)
Replies: 8
by MCST » Sun Sep 08, 2024 6:27 am » in Personal Finance (Not Investing)

8 Replies

318 Views

Last post by Target2019
Sun Sep 08, 2024 9:28 am
Christine Benz discusses her new book, "How to Retire," on Episode 73 of Bogleheads on Investing

Last post by nedsaid « Sun Sep 08, 2024 9:28 am
Posted in Investing - Theory, News & General
Replies: 70
by Rick Ferri » Mon Aug 26, 2024 9:23 am » in Investing - Theory, News & General
1

2
70 Replies

15617 Views

Last post by nedsaid
Sun Sep 08, 2024 9:28 am
My tentative portfolio, main doubt on bonds ETF

Last post by Valuethinker « Sun Sep 08, 2024 9:22 am
Posted in Non-US Investing
Replies: 45
by erma » Wed Aug 21, 2024 11:46 am » in Non-US Investing

45 Replies

10571 Views

Last post by Valuethinker
Sun Sep 08, 2024 9:22 am
What's Your Credit Card Rewards Strategy?

Last post by anon_investor « Sun Sep 08, 2024 9:22 am
Posted in Personal Finance (Not Investing)
Replies: 7421
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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149
7421 Replies

1508611 Views

Last post by anon_investor
Sun Sep 08, 2024 9:22 am
Single vs multiple bond funds in non-Boglehead strategies. Are they just a salesman trick in 2024?

Last post by VictorML « Sun Sep 08, 2024 9:21 am
Posted in Investing - Theory, News & General
Replies: 6
by VictorML » Fri Sep 06, 2024 5:55 am » in Investing - Theory, News & General

6 Replies

674 Views

Last post by VictorML
Sun Sep 08, 2024 9:21 am
Vanguard Total Bond Market

Last post by Silverado « Sun Sep 08, 2024 9:20 am
Posted in Personal Investments
Replies: 17
by tenleyjohnson » Sat Sep 07, 2024 6:36 pm » in Personal Investments

17 Replies

1658 Views

Last post by Silverado
Sun Sep 08, 2024 9:20 am

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