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Financial assets low relative to expenses. Need AA advice

Last post by delamer « Sat Dec 07, 2024 12:40 pm
Posted in Personal Investments
Replies: 2
by GregMA » Sat Dec 07, 2024 10:59 am » in Personal Investments

2 Replies

124 Views

Last post by delamer
Sat Dec 07, 2024 12:40 pm
TIAA Roth Conversion...money sent elsewhere...WTF???

Last post by tibbitts « Sat Dec 07, 2024 12:38 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by matt90077 » Sat Dec 07, 2024 12:33 pm » in Personal Finance (Not Investing)

1 Replies

36 Views

Last post by tibbitts
Sat Dec 07, 2024 12:38 pm
Is the “don’t invest money you need in 7-10 years” rule too conservative?

Last post by Fresh Air « Sat Dec 07, 2024 12:37 pm
Posted in Investing - Theory, News & General
Replies: 88
by meadowrue » Wed Dec 04, 2024 5:02 pm » in Investing - Theory, News & General
1

2
88 Replies

5479 Views

Last post by Fresh Air
Sat Dec 07, 2024 12:37 pm
Cost Basis for index fund before 2012

Last post by retired@50 « Sat Dec 07, 2024 12:37 pm
Posted in Personal Investments
Replies: 1
by DarcyG » Sat Dec 07, 2024 12:28 pm » in Personal Investments

1 Replies

46 Views

Last post by retired@50
Sat Dec 07, 2024 12:37 pm
Teacher 10 year check up ( NYS)

Last post by lakpr « Sat Dec 07, 2024 12:35 pm
Posted in Personal Investments
Replies: 75
by BashDash » Tue Oct 08, 2024 1:54 pm » in Personal Investments
1

2
75 Replies

4782 Views

Last post by lakpr
Sat Dec 07, 2024 12:35 pm
Looking for 1-2 more funds for taxable account

Last post by Doctor Rhythm « Sat Dec 07, 2024 12:33 pm
Posted in Personal Investments
Replies: 5
by beachclub22 » Sat Dec 07, 2024 11:53 am » in Personal Investments

5 Replies

165 Views

Last post by Doctor Rhythm
Sat Dec 07, 2024 12:33 pm
Why the case against a Roth conversion gets stronger?

Last post by cas « Sat Dec 07, 2024 12:32 pm
Posted in Personal Investments
Replies: 3
by teniralc » Sat Dec 07, 2024 12:04 pm » in Personal Investments

3 Replies

214 Views

Last post by cas
Sat Dec 07, 2024 12:32 pm
Financial Advisor Fees rates

Last post by nedsaid « Sat Dec 07, 2024 12:30 pm
Posted in Personal Investments
Replies: 35
by regfman » Fri Dec 06, 2024 11:23 am » in Personal Investments

35 Replies

1569 Views

Last post by nedsaid
Sat Dec 07, 2024 12:30 pm
Large withdrawal in one year to reduce future IRMAA?

Last post by Rocky Mtn Man « Sat Dec 07, 2024 12:30 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by Hideki » Fri Dec 06, 2024 2:37 pm » in Personal Finance (Not Investing)

22 Replies

1314 Views

Last post by Rocky Mtn Man
Sat Dec 07, 2024 12:30 pm
Shiller PE now near 39 - 2nd highest ever

Last post by Beensabu « Sat Dec 07, 2024 12:30 pm
Posted in Investing - Theory, News & General
Replies: 491
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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491 Replies

44126 Views

Last post by Beensabu
Sat Dec 07, 2024 12:30 pm
Mens Waterproof Shoe for One Bag Travel

Last post by stan1 « Sat Dec 07, 2024 12:28 pm
Posted in Personal Consumer Issues

by stan1 » Sat Dec 07, 2024 12:28 pm » in Personal Consumer Issues

0 Replies

30 Views

Last post by stan1
Sat Dec 07, 2024 12:28 pm
Closing Solo 401K, how many 5500s?

Last post by MP123 « Sat Dec 07, 2024 12:28 pm
Posted in Personal Investments
Replies: 1
by TheTimeLord » Sat Dec 07, 2024 11:52 am » in Personal Investments

1 Replies

58 Views

Last post by MP123
Sat Dec 07, 2024 12:28 pm
BND – Are we at the bottom?

Last post by retired@50 « Sat Dec 07, 2024 12:27 pm
Posted in Personal Investments
Replies: 9
by MoneyIsTime » Sat Dec 07, 2024 10:06 am » in Personal Investments

9 Replies

699 Views

Last post by retired@50
Sat Dec 07, 2024 12:27 pm
2024 Bogleheads Conference Videos Now Available

Last post by Sho « Sat Dec 07, 2024 12:27 pm
Posted in Investing - Theory, News & General
Replies: 1
by ObliviousInvestor » Sat Dec 07, 2024 11:59 am » in Investing - Theory, News & General

1 Replies

76 Views

Last post by Sho
Sat Dec 07, 2024 12:27 pm
Anyone retired early?

Last post by phiMD « Sat Dec 07, 2024 12:26 pm
Posted in Personal Finance (Not Investing)
Replies: 85
by alex123711 » Wed Dec 04, 2024 6:34 am » in Personal Finance (Not Investing)
1

2
85 Replies

7331 Views

Last post by phiMD
Sat Dec 07, 2024 12:26 pm
PA Inheritance Tax Question

Last post by Leesbro63 « Sat Dec 07, 2024 12:24 pm
Posted in Personal Finance (Not Investing)

by Leesbro63 » Sat Dec 07, 2024 12:24 pm » in Personal Finance (Not Investing)

0 Replies

26 Views

Last post by Leesbro63
Sat Dec 07, 2024 12:24 pm
Did My Fidelity Rep Fire Me?

Last post by nedsaid « Sat Dec 07, 2024 12:24 pm
Posted in Personal Investments
Replies: 43
by AllMostThere » Thu Dec 05, 2024 4:37 am » in Personal Investments

43 Replies

4780 Views

Last post by nedsaid
Sat Dec 07, 2024 12:24 pm
Speedy Social Security Processing!

Last post by masterzero « Sat Dec 07, 2024 12:24 pm
Posted in Personal Finance (Not Investing)
Replies: 36
by workingfornow » Thu Aug 18, 2022 3:17 pm » in Personal Finance (Not Investing)

36 Replies

6694 Views

Last post by masterzero
Sat Dec 07, 2024 12:24 pm
Allocation of Cash Strategy

Last post by lakpr « Sat Dec 07, 2024 12:21 pm
Posted in Personal Investments
Replies: 34
by socialforums2019 » Thu Dec 05, 2024 7:42 am » in Personal Investments

34 Replies

1950 Views

Last post by lakpr
Sat Dec 07, 2024 12:21 pm
What's the Point to Rebalancing US and Ex US?

Last post by KEotSK66 « Sat Dec 07, 2024 12:20 pm
Posted in Investing - Theory, News & General
Replies: 24
by JMACatfish » Thu Dec 05, 2024 12:16 pm » in Investing - Theory, News & General

24 Replies

1817 Views

Last post by KEotSK66
Sat Dec 07, 2024 12:20 pm
Honda/Acura Fuel Pump Recall : How worried should I be?

Last post by srt7 « Sat Dec 07, 2024 12:19 pm
Posted in Personal Consumer Issues
Replies: 18
by Lynx310650 » Tue Dec 03, 2024 4:51 pm » in Personal Consumer Issues

18 Replies

1601 Views

Last post by srt7
Sat Dec 07, 2024 12:19 pm
Former Windows users? [Considering a switch to Mac]

Last post by jebmke « Sat Dec 07, 2024 12:13 pm
Posted in Personal Consumer Issues
Replies: 37
by Cara » Fri Dec 06, 2024 3:57 pm » in Personal Consumer Issues

37 Replies

1332 Views

Last post by jebmke
Sat Dec 07, 2024 12:13 pm
Update: Bad car rental experience: Fidelity CC to the rescue

Last post by PatrickA5 « Sat Dec 07, 2024 12:12 pm
Posted in Personal Consumer Issues
Replies: 24
by Keebtree » Tue Oct 15, 2024 7:31 pm » in Personal Consumer Issues

24 Replies

3544 Views

Last post by PatrickA5
Sat Dec 07, 2024 12:12 pm
Direct Indexing/ Fidelity SMA etc.

Last post by rhr « Sat Dec 07, 2024 12:10 pm
Posted in Personal Investments
Replies: 8
by SlowMovingInvestor » Fri Dec 06, 2024 5:59 pm » in Personal Investments

8 Replies

496 Views

Last post by rhr
Sat Dec 07, 2024 12:10 pm
Future Occupations

Last post by dekecarver « Sat Dec 07, 2024 12:09 pm
Posted in Personal Consumer Issues
Replies: 63
by jolmscheid » Wed Dec 04, 2024 4:38 pm » in Personal Consumer Issues
1

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63 Replies

3179 Views

Last post by dekecarver
Sat Dec 07, 2024 12:09 pm
Putting into Roth 401k vs Putting into trad. 401k & converting other ret. funds into Roth

Last post by AnEngineer « Sat Dec 07, 2024 12:07 pm
Posted in Personal Investments
Replies: 17
by icbmwapg41 » Tue Dec 03, 2024 8:36 pm » in Personal Investments

17 Replies

1144 Views

Last post by AnEngineer
Sat Dec 07, 2024 12:07 pm
How Do Brokerages Price Municipal Bond Holdings?

Last post by beyou « Sat Dec 07, 2024 12:07 pm
Posted in Personal Investments
Replies: 10
by jameskay » Thu Dec 05, 2024 11:58 am » in Personal Investments

10 Replies

550 Views

Last post by beyou
Sat Dec 07, 2024 12:07 pm
At What Age Did You Become Less Physically Capable?

Last post by SurferLife « Sat Dec 07, 2024 12:06 pm
Posted in Personal Consumer Issues
Replies: 39
by SurferLife » Sat Dec 07, 2024 3:06 am » in Personal Consumer Issues

39 Replies

2525 Views

Last post by SurferLife
Sat Dec 07, 2024 12:06 pm
United Explorer Credit Card

Last post by stan1 « Sat Dec 07, 2024 12:05 pm
Posted in Personal Consumer Issues
Replies: 1
by clemrick » Sat Dec 07, 2024 11:53 am » in Personal Consumer Issues

1 Replies

62 Views

Last post by stan1
Sat Dec 07, 2024 12:05 pm
Which method of withdraw rate is gear toward maximizing withdraw

Last post by goblue100 « Sat Dec 07, 2024 12:05 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by gavinsiu » Thu Dec 05, 2024 10:32 pm » in Personal Finance (Not Investing)

16 Replies

785 Views

Last post by goblue100
Sat Dec 07, 2024 12:05 pm
Approximating total stock market with three funds: regrets?

Last post by bloatedjellyfish « Sat Dec 07, 2024 12:02 pm
Posted in Personal Investments
Replies: 7
by bloatedjellyfish » Sat Dec 07, 2024 9:08 am » in Personal Investments

7 Replies

320 Views

Last post by bloatedjellyfish
Sat Dec 07, 2024 12:02 pm
Extended warranty on new car - worth it?

Last post by redshield « Sat Dec 07, 2024 12:02 pm
Posted in Personal Finance (Not Investing)
Replies: 38
by JeanM » Thu Dec 05, 2024 9:11 pm » in Personal Finance (Not Investing)

38 Replies

1744 Views

Last post by redshield
Sat Dec 07, 2024 12:02 pm
Fidelity messed up Solo 401k contribution year

Last post by Polaris « Sat Dec 07, 2024 11:58 am
Posted in Personal Investments
Replies: 15
by Polaris » Fri Dec 06, 2024 12:28 pm » in Personal Investments

15 Replies

685 Views

Last post by Polaris
Sat Dec 07, 2024 11:58 am
Is gifting to kid a more tax efficient way to buy an expensive laptop?

Last post by Millennial « Sat Dec 07, 2024 11:57 am
Posted in Personal Finance (Not Investing)
Replies: 3
by frugalor » Sat Dec 07, 2024 11:31 am » in Personal Finance (Not Investing)

3 Replies

202 Views

Last post by Millennial
Sat Dec 07, 2024 11:57 am
IRMAA advice

Last post by bhwabeck3533 « Sat Dec 07, 2024 11:54 am
Posted in Personal Finance (Not Investing)
Replies: 1
by mzp3769 » Sat Dec 07, 2024 10:24 am » in Personal Finance (Not Investing)

1 Replies

184 Views

Last post by bhwabeck3533
Sat Dec 07, 2024 11:54 am
Your Medicare Choices?

Last post by Chip Munk « Sat Dec 07, 2024 11:53 am
Posted in Personal Finance (Not Investing)
Replies: 15
by yankees60 » Thu Dec 05, 2024 7:27 pm » in Personal Finance (Not Investing)

15 Replies

965 Views

Last post by Chip Munk
Sat Dec 07, 2024 11:53 am
has anyone used the indirect rollover @Vanguard

Last post by capran « Sat Dec 07, 2024 11:52 am
Posted in Personal Finance (Not Investing)
Replies: 83
by capran » Wed Nov 27, 2024 11:25 am » in Personal Finance (Not Investing)
1

2
83 Replies

3797 Views

Last post by capran
Sat Dec 07, 2024 11:52 am
Best books on estate planning

Last post by giddyup969 « Sat Dec 07, 2024 11:52 am
Posted in Personal Finance (Not Investing)
Replies: 5
by NostraHistoria » Sat Dec 07, 2024 7:53 am » in Personal Finance (Not Investing)

5 Replies

320 Views

Last post by giddyup969
Sat Dec 07, 2024 11:52 am
Thoughts on bonds vs. cash

Last post by RetiredAL « Sat Dec 07, 2024 11:49 am
Posted in Personal Investments
Replies: 120
by John3 » Wed Dec 04, 2024 9:40 am » in Personal Investments
1

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3
120 Replies

6268 Views

Last post by RetiredAL
Sat Dec 07, 2024 11:49 am
Guessing healthcare costs in retirement

Last post by Nver2Late « Sat Dec 07, 2024 11:47 am
Posted in Personal Finance (Not Investing)
Replies: 4
by Wannaretireearly » Sat Dec 07, 2024 10:49 am » in Personal Finance (Not Investing)

4 Replies

224 Views

Last post by Nver2Late
Sat Dec 07, 2024 11:47 am
Bill Bengen: We Should Market Time & Inflation is Deadly

Last post by steadyosmosis « Sat Dec 07, 2024 11:42 am
Posted in Investing - Theory, News & General
Replies: 3
by Leesbro63 » Sat Dec 07, 2024 9:40 am » in Investing - Theory, News & General

3 Replies

410 Views

Last post by steadyosmosis
Sat Dec 07, 2024 11:42 am
Fidelity DAF asset allocation ?

Last post by tj « Sat Dec 07, 2024 11:41 am
Posted in Investing - Theory, News & General
Replies: 14
by carminered2019 » Fri Dec 06, 2024 2:19 pm » in Investing - Theory, News & General

14 Replies

716 Views

Last post by tj
Sat Dec 07, 2024 11:41 am
SDFCU experiences?

Last post by gtd98765 « Sat Dec 07, 2024 11:40 am
Posted in Personal Finance (Not Investing)
Replies: 44
by occambogle » Tue Oct 03, 2023 10:15 pm » in Personal Finance (Not Investing)

44 Replies

5818 Views

Last post by gtd98765
Sat Dec 07, 2024 11:40 am
US Bank 4% Smartly Visa Credit Card

Last post by tj « Sat Dec 07, 2024 11:38 am
Posted in Personal Finance (Not Investing)
Replies: 1028
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
1

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17

18

19

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21
1028 Replies

89800 Views

Last post by tj
Sat Dec 07, 2024 11:38 am
Protecting my elderly parents from scammers

Last post by BogleTaxPro « Sat Dec 07, 2024 11:38 am
Posted in Personal Finance (Not Investing)
Replies: 1
by dh37 » Sat Dec 07, 2024 11:32 am » in Personal Finance (Not Investing)

1 Replies

109 Views

Last post by BogleTaxPro
Sat Dec 07, 2024 11:38 am
TIPS Ladder Spreadsheets in General & Two in Particular

Last post by #Cruncher « Sat Dec 07, 2024 11:38 am
Posted in Investing - Theory, News & General
Replies: 188
by #Cruncher » Fri Mar 30, 2012 9:55 pm » in Investing - Theory, News & General
1

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3

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188 Replies

56622 Views

Last post by #Cruncher
Sat Dec 07, 2024 11:38 am
Cash at Fidelity

Last post by TBillT « Sat Dec 07, 2024 11:35 am
Posted in Personal Investments
Replies: 266
by Da5id » Mon Oct 16, 2023 11:42 am » in Personal Investments
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266 Replies

54472 Views

Last post by TBillT
Sat Dec 07, 2024 11:35 am
Prepaid credit cards or debit cards for young teens

Last post by toddthebod « Sat Dec 07, 2024 11:31 am
Posted in Personal Finance (Not Investing)
Replies: 7
by NabSh » Sat Dec 07, 2024 7:41 am » in Personal Finance (Not Investing)

7 Replies

236 Views

Last post by toddthebod
Sat Dec 07, 2024 11:31 am
Medicare part D maximum $2000

Last post by Target2019 « Sat Dec 07, 2024 11:29 am
Posted in Personal Finance (Not Investing)
Replies: 7
by Boron1913 » Fri Dec 06, 2024 5:17 pm » in Personal Finance (Not Investing)

7 Replies

689 Views

Last post by Target2019
Sat Dec 07, 2024 11:29 am
Best way to do web domain and website for personal site?

Last post by Tabulator « Sat Dec 07, 2024 11:23 am
Posted in Personal Consumer Issues
Replies: 9
by windaar » Fri Dec 06, 2024 9:14 pm » in Personal Consumer Issues

9 Replies

491 Views

Last post by Tabulator
Sat Dec 07, 2024 11:23 am

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