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Portfolio Cleanup - Updates and Next Steps

Last post by BuckeyeAaron « Thu Mar 23, 2023 4:26 pm
Posted in Personal Investments
Replies: 46
by BuckeyeAaron » Thu Feb 16, 2023 9:50 am » in Personal Investments

46 Replies

3466 Views

Last post by BuckeyeAaron
Thu Mar 23, 2023 4:26 pm
Semi-retirement tax reduction strategies?

Last post by tibbitts « Thu Mar 23, 2023 4:26 pm
Posted in Personal Investments
Replies: 9
by kjc5 » Thu Mar 23, 2023 1:34 pm » in Personal Investments

9 Replies

391 Views

Last post by tibbitts
Thu Mar 23, 2023 4:26 pm
VTSAX/VTI IN SAME ACCOUNT

Last post by the_wiki « Thu Mar 23, 2023 4:25 pm
Posted in Personal Investments
Replies: 8
by cat5 » Thu Mar 23, 2023 10:00 am » in Personal Investments

8 Replies

464 Views

Last post by the_wiki
Thu Mar 23, 2023 4:25 pm
Where should a senior safely park $300k for heirs

Last post by GAAP « Thu Mar 23, 2023 4:23 pm
Posted in Personal Investments
Replies: 24
by Backroads4Me » Tue Mar 21, 2023 1:17 pm » in Personal Investments

24 Replies

2349 Views

Last post by GAAP
Thu Mar 23, 2023 4:23 pm
Considering buying a new home and would appreciate your thoughts

Last post by MBB_Boy « Thu Mar 23, 2023 4:22 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by TechRunnerZenDad » Tue Mar 21, 2023 4:23 am » in Personal Finance (Not Investing)

19 Replies

1647 Views

Last post by MBB_Boy
Thu Mar 23, 2023 4:22 pm
Amended 2021 Tax Return - Still Waiting for Refund

Last post by Asyouwish « Thu Mar 23, 2023 4:21 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by CharlesG » Thu Mar 23, 2023 11:55 am » in Personal Finance (Not Investing)

6 Replies

247 Views

Last post by Asyouwish
Thu Mar 23, 2023 4:21 pm
New Car Sanity Check - 50-90k

Last post by index245 « Thu Mar 23, 2023 4:20 pm
Posted in Personal Consumer Issues
Replies: 12
by ExtraLegRoom » Thu Mar 23, 2023 1:02 pm » in Personal Consumer Issues

12 Replies

873 Views

Last post by index245
Thu Mar 23, 2023 4:20 pm
Help me think this through - seller finance rental

Last post by Pops1860 « Thu Mar 23, 2023 4:20 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by breeves2245 » Thu Mar 23, 2023 2:54 pm » in Personal Finance (Not Investing)

4 Replies

196 Views

Last post by Pops1860
Thu Mar 23, 2023 4:20 pm
Inherited IRA at Edward Jones - Do I need to create an account in my name? How to remove immediately.

Last post by GAAP « Thu Mar 23, 2023 4:19 pm
Posted in Personal Investments
Replies: 5
by Rgrey » Thu Mar 23, 2023 2:13 am » in Personal Investments

5 Replies

385 Views

Last post by GAAP
Thu Mar 23, 2023 4:19 pm
At what point would you stop investing in stocks?

Last post by 3funder « Thu Mar 23, 2023 4:19 pm
Posted in Investing - Theory, News & General
Replies: 43
by TinyHouse » Thu Mar 23, 2023 10:44 am » in Investing - Theory, News & General

43 Replies

2506 Views

Last post by 3funder
Thu Mar 23, 2023 4:19 pm
One Month Gap in Health Insurance - Best Option for Cost and Tax?

Last post by keyfort « Thu Mar 23, 2023 4:19 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by keyfort » Thu Mar 23, 2023 4:02 pm » in Personal Finance (Not Investing)

7 Replies

184 Views

Last post by keyfort
Thu Mar 23, 2023 4:19 pm
Looking for ways to lock in high interest rates

Last post by sycamore « Thu Mar 23, 2023 4:17 pm
Posted in Personal Investments
Replies: 26
by CletusCaddy » Thu Mar 23, 2023 12:50 am » in Personal Investments

26 Replies

2134 Views

Last post by sycamore
Thu Mar 23, 2023 4:17 pm
Are we/me investing in the wrong things?

Last post by halfnine « Thu Mar 23, 2023 4:17 pm
Posted in Investing - Theory, News & General
Replies: 68
by Fremdon Ferndock » Tue Mar 21, 2023 3:39 pm » in Investing - Theory, News & General
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68 Replies

5487 Views

Last post by halfnine
Thu Mar 23, 2023 4:17 pm
Recommended stock/portfolio tracking apps??

Last post by ChrisZ-AZ « Thu Mar 23, 2023 4:13 pm
Posted in Investing - Theory, News & General

by ChrisZ-AZ » Thu Mar 23, 2023 4:13 pm » in Investing - Theory, News & General

0 Replies

39 Views

Last post by ChrisZ-AZ
Thu Mar 23, 2023 4:13 pm
Lawyer fees to settle small estate

Last post by Lee_WSP « Thu Mar 23, 2023 4:12 pm
Posted in Personal Finance (Not Investing)
Replies: 26
by jay7 » Tue Mar 21, 2023 7:38 pm » in Personal Finance (Not Investing)

26 Replies

2050 Views

Last post by Lee_WSP
Thu Mar 23, 2023 4:12 pm
Roth Conversion and the 10% penalty

Last post by MrNister « Thu Mar 23, 2023 4:12 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by gavinsiu » Thu Mar 23, 2023 3:20 pm » in Personal Finance (Not Investing)

4 Replies

242 Views

Last post by MrNister
Thu Mar 23, 2023 4:12 pm
Vulnerability from using PIN entry on password managers

Last post by gavinsiu « Thu Mar 23, 2023 4:11 pm
Posted in Personal Consumer Issues

by gavinsiu » Thu Mar 23, 2023 4:11 pm » in Personal Consumer Issues

0 Replies

36 Views

Last post by gavinsiu
Thu Mar 23, 2023 4:11 pm
Legitimate surveys for payment/gift cards

Last post by Doctor Rhythm « Thu Mar 23, 2023 4:11 pm
Posted in Personal Consumer Issues
Replies: 5
by LilyFleur » Thu Mar 23, 2023 2:43 pm » in Personal Consumer Issues

5 Replies

209 Views

Last post by Doctor Rhythm
Thu Mar 23, 2023 4:11 pm
Gelato Maker

Last post by retire2022 « Thu Mar 23, 2023 4:11 pm
Posted in Personal Consumer Issues
Replies: 2
by rich126 » Thu Mar 23, 2023 7:47 am » in Personal Consumer Issues

2 Replies

191 Views

Last post by retire2022
Thu Mar 23, 2023 4:11 pm
Vanguard PAS and International Stock Allocation

Last post by Florida Orange « Thu Mar 23, 2023 4:09 pm
Posted in Investing - Theory, News & General
Replies: 43
by Allan Roth » Sat Mar 18, 2023 2:23 pm » in Investing - Theory, News & General

43 Replies

2994 Views

Last post by Florida Orange
Thu Mar 23, 2023 4:09 pm
dell laptop battery replacement, oem vs non-oem?

Last post by gips « Thu Mar 23, 2023 4:09 pm
Posted in Personal Consumer Issues
Replies: 13
by gips » Thu Mar 23, 2023 2:13 pm » in Personal Consumer Issues

13 Replies

393 Views

Last post by gips
Thu Mar 23, 2023 4:09 pm
Would you buy a house for 615k if you were us? UPDATE: under contract

Last post by mjg « Thu Mar 23, 2023 4:08 pm
Posted in Personal Finance (Not Investing)
Replies: 98
by Lrt12 » Mon Mar 20, 2023 6:49 pm » in Personal Finance (Not Investing)
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98 Replies

8299 Views

Last post by mjg
Thu Mar 23, 2023 4:08 pm
Why not follow Buffet’s mantra?

Last post by firebirdparts « Thu Mar 23, 2023 4:08 pm
Posted in Investing - Theory, News & General
Replies: 73
by ChinchillaWhiplash » Wed Mar 22, 2023 5:13 pm » in Investing - Theory, News & General
1

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73 Replies

4453 Views

Last post by firebirdparts
Thu Mar 23, 2023 4:08 pm
What are you listening to now

Last post by sycamore « Thu Mar 23, 2023 4:08 pm
Posted in Personal Consumer Issues
Replies: 3728
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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3728 Replies

285266 Views

Last post by sycamore
Thu Mar 23, 2023 4:08 pm
Car repair costs (torque converter) for 9 year old car

Last post by realclemsongrad « Thu Mar 23, 2023 4:08 pm
Posted in Personal Consumer Issues
Replies: 61
by climber2020 » Sat Mar 19, 2022 9:14 am » in Personal Consumer Issues
1

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61 Replies

5363 Views

Last post by realclemsongrad
Thu Mar 23, 2023 4:08 pm
SOFI Bank offers $2M FDIC insurance - What’s the Big Deal

Last post by Agent 99 « Thu Mar 23, 2023 4:08 pm
Posted in Personal Investments
Replies: 12
by Agent 99 » Thu Mar 23, 2023 2:39 pm » in Personal Investments

12 Replies

613 Views

Last post by Agent 99
Thu Mar 23, 2023 4:08 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by lstone19 « Thu Mar 23, 2023 4:08 pm
Posted in Personal Finance (Not Investing)
Replies: 4905
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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95

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99
4905 Replies

553831 Views

Last post by lstone19
Thu Mar 23, 2023 4:08 pm
Taxation of Treasury bills, notes and bonds

Last post by ofckrupke « Thu Mar 23, 2023 4:07 pm
Posted in Investing - Theory, News & General
Replies: 357
by Kevin M » Tue Nov 15, 2022 7:26 pm » in Investing - Theory, News & General
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357 Replies

42270 Views

Last post by ofckrupke
Thu Mar 23, 2023 4:07 pm
Best way to pay for college

Last post by LeftCoastIV « Thu Mar 23, 2023 4:04 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by Isabelle77 » Wed Mar 22, 2023 4:38 pm » in Personal Finance (Not Investing)

19 Replies

1592 Views

Last post by LeftCoastIV
Thu Mar 23, 2023 4:04 pm
[Debt ceiling discussion mega-thread]

Last post by rockstar « Thu Mar 23, 2023 4:03 pm
Posted in Investing - Theory, News & General
Replies: 459
by ShaftoesSpreadsheet » Wed Jan 18, 2023 10:04 am » in Investing - Theory, News & General
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459 Replies

34057 Views

Last post by rockstar
Thu Mar 23, 2023 4:03 pm
Selling an Annuity

Last post by Stinky « Thu Mar 23, 2023 4:02 pm
Posted in Personal Investments
Replies: 18
by grumpy30000 » Sun Mar 19, 2023 6:40 am » in Personal Investments

18 Replies

1172 Views

Last post by Stinky
Thu Mar 23, 2023 4:02 pm
Buying Tbills through Vanguard

Last post by sycamore « Thu Mar 23, 2023 4:01 pm
Posted in Personal Investments
Replies: 2
by cvsvm2007 » Thu Mar 23, 2023 3:42 pm » in Personal Investments

2 Replies

154 Views

Last post by sycamore
Thu Mar 23, 2023 4:01 pm
Last Week Tonight on timeshares

Last post by runningshoes « Thu Mar 23, 2023 3:58 pm
Posted in Personal Consumer Issues
Replies: 50
by themesrob » Tue Mar 21, 2023 9:27 am » in Personal Consumer Issues
1

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50 Replies

4994 Views

Last post by runningshoes
Thu Mar 23, 2023 3:58 pm
Social Security and Higher Interest Rates

Last post by Silk McCue « Thu Mar 23, 2023 3:57 pm
Posted in Investing - Theory, News & General
Replies: 1
by antiqueman » Thu Mar 23, 2023 3:12 pm » in Investing - Theory, News & General

1 Replies

160 Views

Last post by Silk McCue
Thu Mar 23, 2023 3:57 pm
Bad Work Situation Pushing me into retirement.

Last post by Wannaretireearly « Thu Mar 23, 2023 3:57 pm
Posted in Personal Investments
Replies: 162
by kchico » Tue Mar 21, 2023 7:10 pm » in Personal Investments
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162 Replies

14124 Views

Last post by Wannaretireearly
Thu Mar 23, 2023 3:57 pm
Defined Benefit Plan Investing

Last post by Rex66 « Thu Mar 23, 2023 3:56 pm
Posted in Personal Investments
Replies: 8
by MariamQ » Wed Mar 22, 2023 2:37 pm » in Personal Investments

8 Replies

636 Views

Last post by Rex66
Thu Mar 23, 2023 3:56 pm
Bernstein on TIPS and T-bills

Last post by Harmanic « Thu Mar 23, 2023 3:54 pm
Posted in Investing - Theory, News & General
Replies: 15
by quercus » Thu Mar 23, 2023 10:49 am » in Investing - Theory, News & General

15 Replies

1146 Views

Last post by Harmanic
Thu Mar 23, 2023 3:54 pm
Retirement portfolio (for 77 yo mom)

Last post by Wrench « Thu Mar 23, 2023 3:51 pm
Posted in Personal Investments
Replies: 7
by 3fundmonty » Wed Mar 22, 2023 11:26 pm » in Personal Investments

7 Replies

648 Views

Last post by Wrench
Thu Mar 23, 2023 3:51 pm
Risk of being out of the market

Last post by AnnikaW « Thu Mar 23, 2023 3:49 pm
Posted in Investing - Theory, News & General
Replies: 22
by Stef » Wed Mar 22, 2023 1:52 am » in Investing - Theory, News & General

22 Replies

2578 Views

Last post by AnnikaW
Thu Mar 23, 2023 3:49 pm
Simple business checking: Azlo, Novo or Wells Fargo

Last post by fingoals « Thu Mar 23, 2023 3:47 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by fingoals » Fri Jun 19, 2020 9:04 pm » in Personal Finance (Not Investing)

23 Replies

1781 Views

Last post by fingoals
Thu Mar 23, 2023 3:47 pm
Solo Ager: who would you trust with your financial POA?

Last post by nonnie « Thu Mar 23, 2023 3:47 pm
Posted in Personal Finance (Not Investing)
Replies: 92
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am » in Personal Finance (Not Investing)
1

2
92 Replies

6982 Views

Last post by nonnie
Thu Mar 23, 2023 3:47 pm
Gifting Brokerage Account

Last post by doobiedoo « Thu Mar 23, 2023 3:41 pm
Posted in Personal Investments
Replies: 22
by 6d1v7x3 » Thu Mar 16, 2023 8:14 pm » in Personal Investments

22 Replies

1472 Views

Last post by doobiedoo
Thu Mar 23, 2023 3:41 pm
TLH on CA tax exempt muni

Last post by 8301 « Thu Mar 23, 2023 3:39 pm
Posted in Personal Investments
Replies: 4
by 8301 » Thu Mar 23, 2023 10:37 am » in Personal Investments

4 Replies

221 Views

Last post by 8301
Thu Mar 23, 2023 3:39 pm
[Bank failure discussion mega-thread]

Last post by Jaylat « Thu Mar 23, 2023 3:37 pm
Posted in Investing - Theory, News & General
Replies: 2120
by curmudgeon » Thu Mar 09, 2023 11:40 pm » in Investing - Theory, News & General
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43
2120 Replies

139982 Views

Last post by Jaylat
Thu Mar 23, 2023 3:37 pm
Problem getting passport

Last post by tc101 « Thu Mar 23, 2023 3:36 pm
Posted in Personal Consumer Issues
Replies: 6
by tc101 » Thu Mar 23, 2023 11:00 am » in Personal Consumer Issues

6 Replies

548 Views

Last post by tc101
Thu Mar 23, 2023 3:36 pm
Do you tip at Starbucks/Dunkin Donuts?

Last post by mega317 « Thu Mar 23, 2023 3:35 pm
Posted in Personal Consumer Issues
Replies: 112
by tennisplyr » Wed Mar 22, 2023 10:08 am » in Personal Consumer Issues
1

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112 Replies

5847 Views

Last post by mega317
Thu Mar 23, 2023 3:35 pm
Question about VMFXX Vanguard Federal Money Market Fund

Last post by ekid « Thu Mar 23, 2023 3:33 pm
Posted in Personal Investments
Replies: 9
by Prudence » Tue Feb 28, 2023 8:59 am » in Personal Investments

9 Replies

776 Views

Last post by ekid
Thu Mar 23, 2023 3:33 pm
Corporate taxes, turbo tax business, & unusual K1 (for me.)

Last post by EnjoyIt « Thu Mar 23, 2023 3:33 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by EnjoyIt » Thu Mar 23, 2023 11:19 am » in Personal Finance (Not Investing)

10 Replies

335 Views

Last post by EnjoyIt
Thu Mar 23, 2023 3:33 pm
Diversification a la Markowitz #3: Gold

Last post by halfnine « Thu Mar 23, 2023 3:29 pm
Posted in Investing - Theory, News & General
Replies: 103
by McQ » Sun Mar 12, 2023 10:26 pm » in Investing - Theory, News & General
1

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103 Replies

8045 Views

Last post by halfnine
Thu Mar 23, 2023 3:29 pm
Bogleheads and ChatGPT

Last post by Mudpuppy « Thu Mar 23, 2023 3:26 pm
Posted in Forum Issues and Administration
Replies: 139
by HockeyFan99 » Thu Dec 22, 2022 5:51 am » in Forum Issues and Administration
1

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139 Replies

12450 Views

Last post by Mudpuppy
Thu Mar 23, 2023 3:26 pm

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