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Anyone know about Fidelity Wealth Services? Need advice

Last post by jdibber « Wed Mar 26, 2025 7:27 pm
Posted in Personal Investments
Replies: 2
by saver1 » Wed Mar 26, 2025 6:52 pm » in Personal Investments

2 Replies

117 Views

Last post by jdibber
Wed Mar 26, 2025 7:27 pm
Is Raymond James beating the SP500? That's what they are claiming.

Last post by JBTX « Wed Mar 26, 2025 7:26 pm
Posted in Investing - Theory, News & General
Replies: 63
by fvaldes » Wed Mar 13, 2024 7:38 am » in Investing - Theory, News & General
1

2
63 Replies

6301 Views

Last post by JBTX
Wed Mar 26, 2025 7:26 pm
Municipal Bond Questions including OID and Bond Premium

Last post by Praye « Wed Mar 26, 2025 7:26 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Praye » Sun Oct 20, 2024 10:20 am » in Personal Finance (Not Investing)

17 Replies

1718 Views

Last post by Praye
Wed Mar 26, 2025 7:26 pm
Google Authenticator app 6 digit code is still generating random numbers even though not online with broker. Normal?

Last post by mercutio2 « Wed Mar 26, 2025 7:20 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by thenow » Wed Mar 26, 2025 4:21 pm » in Personal Finance (Not Investing)

2 Replies

201 Views

Last post by mercutio2
Wed Mar 26, 2025 7:20 pm
Ideal inflation for road bike tires.

Last post by onourway « Wed Mar 26, 2025 7:20 pm
Posted in Personal Consumer Issues
Replies: 85
by protagonist » Sun Mar 23, 2025 10:08 am » in Personal Consumer Issues
1

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85 Replies

2699 Views

Last post by onourway
Wed Mar 26, 2025 7:20 pm
Getting out of Schwab Intelligent Portfolio

Last post by terrabiped « Wed Mar 26, 2025 7:17 pm
Posted in Personal Investments
Replies: 39
by walkthetalk15 » Tue Apr 30, 2019 10:05 am » in Personal Investments

39 Replies

16150 Views

Last post by terrabiped
Wed Mar 26, 2025 7:17 pm
Roth IRA money withdrawl

Last post by delamer « Wed Mar 26, 2025 7:16 pm
Posted in Personal Investments
Replies: 15
by proudowner333 » Tue Mar 25, 2025 11:20 pm » in Personal Investments

15 Replies

795 Views

Last post by delamer
Wed Mar 26, 2025 7:16 pm
Our savings rate is reasonable. Why do I still feel guilty of our high spending?

Last post by FoundingFather « Wed Mar 26, 2025 7:16 pm
Posted in Personal Finance (Not Investing)
Replies: 84
by TroyS » Mon Feb 03, 2025 3:13 pm » in Personal Finance (Not Investing)
1

2
84 Replies

15816 Views

Last post by FoundingFather
Wed Mar 26, 2025 7:16 pm
Excess Roth contributions, removals, and 1099-Rs

Last post by Epsilon Delta « Wed Mar 26, 2025 7:11 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by boggleheadun » Tue Mar 25, 2025 4:14 pm » in Personal Finance (Not Investing)

7 Replies

265 Views

Last post by Epsilon Delta
Wed Mar 26, 2025 7:11 pm
Problems with Vanguard App Authentiction

Last post by jayjayc « Wed Mar 26, 2025 7:11 pm
Posted in Personal Consumer Issues
Replies: 3
by Otnot » Wed Mar 26, 2025 6:12 pm » in Personal Consumer Issues

3 Replies

116 Views

Last post by jayjayc
Wed Mar 26, 2025 7:11 pm
NYT Article - Did Indexing change since 2008?

Last post by Mr. Buzzkill « Wed Mar 26, 2025 7:10 pm
Posted in Investing - Theory, News & General
Replies: 72
by Mike747 » Mon Mar 24, 2025 4:32 pm » in Investing - Theory, News & General
1

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72 Replies

4741 Views

Last post by Mr. Buzzkill
Wed Mar 26, 2025 7:10 pm
Simple Toaster

Last post by malabargold « Wed Mar 26, 2025 7:09 pm
Posted in Personal Consumer Issues
Replies: 46
by LotsaGray » Mon Mar 24, 2025 5:58 pm » in Personal Consumer Issues

46 Replies

1858 Views

Last post by malabargold
Wed Mar 26, 2025 7:09 pm
When to start social security for a family of 62, 51 and 10 year old

Last post by MJS « Wed Mar 26, 2025 7:08 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by Roly » Tue Aug 20, 2024 5:59 pm » in Personal Finance (Not Investing)

42 Replies

5369 Views

Last post by MJS
Wed Mar 26, 2025 7:08 pm
Another "can I afford this house" post

Last post by am « Wed Mar 26, 2025 7:08 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by breakfastinbed » Tue Mar 25, 2025 8:24 pm » in Personal Finance (Not Investing)

16 Replies

1011 Views

Last post by am
Wed Mar 26, 2025 7:08 pm
CPI & medical inflation rate

Last post by Cincy_1988 « Wed Mar 26, 2025 7:07 pm
Posted in Personal Investments
Replies: 12
by Cincy_1988 » Wed Mar 26, 2025 3:08 pm » in Personal Investments

12 Replies

384 Views

Last post by Cincy_1988
Wed Mar 26, 2025 7:07 pm
Euro "hedge" for cash reserves

Last post by bluegrey « Wed Mar 26, 2025 7:06 pm
Posted in Personal Finance (Not Investing)

by bluegrey » Wed Mar 26, 2025 7:06 pm » in Personal Finance (Not Investing)

0 Replies

24 Views

Last post by bluegrey
Wed Mar 26, 2025 7:06 pm
Assisted Living / "Rent"

Last post by Gnirk « Wed Mar 26, 2025 7:05 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by Jbzeus » Wed Mar 26, 2025 2:17 pm » in Personal Finance (Not Investing)

18 Replies

917 Views

Last post by Gnirk
Wed Mar 26, 2025 7:05 pm
Question about credit card interest

Last post by RetiredAL « Wed Mar 26, 2025 7:03 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by FreddieFIRE » Wed Mar 26, 2025 3:56 pm » in Personal Finance (Not Investing)

10 Replies

332 Views

Last post by RetiredAL
Wed Mar 26, 2025 7:03 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by TheNightsToCome « Wed Mar 26, 2025 7:00 pm
Posted in Investing - Theory, News & General
Replies: 3293
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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3293 Replies

549528 Views

Last post by TheNightsToCome
Wed Mar 26, 2025 7:00 pm
Where to Buy a PC

Last post by StevieG72 « Wed Mar 26, 2025 6:56 pm
Posted in Personal Consumer Issues
Replies: 80
by HighLonesome » Mon Mar 24, 2025 6:45 am » in Personal Consumer Issues
1

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80 Replies

3189 Views

Last post by StevieG72
Wed Mar 26, 2025 6:56 pm
Nominal Bonds vs TIPS

Last post by tibbitts « Wed Mar 26, 2025 6:55 pm
Posted in Personal Investments
Replies: 55
by VT2025 » Sun Mar 23, 2025 2:29 pm » in Personal Investments
1

2
55 Replies

2560 Views

Last post by tibbitts
Wed Mar 26, 2025 6:55 pm
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by Circle the Wagons « Wed Mar 26, 2025 6:49 pm
Posted in Investing - Theory, News & General
Replies: 1504
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1504 Replies

506172 Views

Last post by Circle the Wagons
Wed Mar 26, 2025 6:49 pm
New Term insurance - Will weight loss via medicine cause problem?

Last post by mhalley « Wed Mar 26, 2025 6:47 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Carl53 » Wed Mar 26, 2025 5:37 pm » in Personal Finance (Not Investing)

1 Replies

137 Views

Last post by mhalley
Wed Mar 26, 2025 6:47 pm
Impending Layoff - Go abroad to decompress or look for a job immediately.

Last post by Beensabu « Wed Mar 26, 2025 6:45 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by Yunero » Wed Mar 26, 2025 11:50 am » in Personal Finance (Not Investing)

33 Replies

1783 Views

Last post by Beensabu
Wed Mar 26, 2025 6:45 pm
Cap on mortgage interest deduction - interesting example

Last post by WAROB « Wed Mar 26, 2025 6:44 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by JazzTime » Wed Mar 26, 2025 6:15 pm » in Personal Finance (Not Investing)

2 Replies

130 Views

Last post by WAROB
Wed Mar 26, 2025 6:44 pm
Vanguard Investor Choice?

Last post by retired@50 « Wed Mar 26, 2025 6:41 pm
Posted in Investing - Theory, News & General
Replies: 2
by rholt » Wed Mar 26, 2025 6:18 pm » in Investing - Theory, News & General

2 Replies

132 Views

Last post by retired@50
Wed Mar 26, 2025 6:41 pm
Did we make a housing mistake?

Last post by YHD « Wed Mar 26, 2025 6:37 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by MrBoglehead123 » Tue Mar 25, 2025 7:52 pm » in Personal Finance (Not Investing)

21 Replies

2721 Views

Last post by YHD
Wed Mar 26, 2025 6:37 pm
Is it safe to buy food from ALDI ?

Last post by michaelingp « Wed Mar 26, 2025 6:37 pm
Posted in Personal Consumer Issues
Replies: 121
by teelainen » Wed Mar 19, 2025 11:33 pm » in Personal Consumer Issues
1

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121 Replies

9578 Views

Last post by michaelingp
Wed Mar 26, 2025 6:37 pm
[What TV Show Have You Recently Watched?]

Last post by Tom_T « Wed Mar 26, 2025 6:37 pm
Posted in Personal Consumer Issues
Replies: 7223
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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7223 Replies

1100728 Views

Last post by Tom_T
Wed Mar 26, 2025 6:37 pm
What are you listening to now

Last post by eddot98 « Wed Mar 26, 2025 6:32 pm
Posted in Personal Consumer Issues
Replies: 8738
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8738 Replies

1125968 Views

Last post by eddot98
Wed Mar 26, 2025 6:32 pm
Understanding foreign qualified dividends for 1116

Last post by international001 « Wed Mar 26, 2025 6:29 pm
Posted in Investing - Theory, News & General
Replies: 13
by international001 » Thu Mar 10, 2022 8:27 am » in Investing - Theory, News & General

13 Replies

2062 Views

Last post by international001
Wed Mar 26, 2025 6:29 pm
55 closing in on retirement and could really use some guidance

Last post by bombcar « Wed Mar 26, 2025 6:28 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by axxegrinder01 » Tue Mar 25, 2025 9:22 am » in Personal Finance (Not Investing)

7 Replies

1603 Views

Last post by bombcar
Wed Mar 26, 2025 6:28 pm
Pros and Cons on the different level of Financial advisors

Last post by Northern Flicker « Wed Mar 26, 2025 6:27 pm
Posted in Personal Investments
Replies: 69
by gavinsiu » Sat Mar 22, 2025 8:58 am » in Personal Investments
1

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69 Replies

4853 Views

Last post by Northern Flicker
Wed Mar 26, 2025 6:27 pm
Antivirus on Linux Machine?

Last post by roamingzebra « Wed Mar 26, 2025 6:27 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by I_Am_Not_A_Doctor » Wed Mar 26, 2025 10:47 am » in Personal Finance (Not Investing)

20 Replies

690 Views

Last post by roamingzebra
Wed Mar 26, 2025 6:27 pm
Roth conversions versus Sourcing our spending from tax deferred accounts

Last post by mhadden1 « Wed Mar 26, 2025 6:26 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Steve_Austin » Wed Mar 26, 2025 5:47 pm » in Personal Finance (Not Investing)

3 Replies

127 Views

Last post by mhadden1
Wed Mar 26, 2025 6:26 pm
What is Your Rebalance Strategy?

Last post by tasteo « Wed Mar 26, 2025 6:19 pm
Posted in Personal Investments
Replies: 28
by Surf-Fisher » Tue Mar 25, 2025 7:28 am » in Personal Investments

28 Replies

1455 Views

Last post by tasteo
Wed Mar 26, 2025 6:19 pm
When are IRS transcripts updated?

Last post by calwatch « Wed Mar 26, 2025 6:17 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Caduceus » Wed Mar 26, 2025 5:00 pm » in Personal Finance (Not Investing)

2 Replies

150 Views

Last post by calwatch
Wed Mar 26, 2025 6:17 pm
LibreOffice instead of Office365

Last post by iamlucky13 « Wed Mar 26, 2025 6:15 pm
Posted in Personal Consumer Issues
Replies: 74
by guppyguy » Thu Sep 19, 2024 11:08 am » in Personal Consumer Issues
1

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74 Replies

6246 Views

Last post by iamlucky13
Wed Mar 26, 2025 6:15 pm
Box 14 on W2

Last post by Katietsu « Wed Mar 26, 2025 6:13 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by HeadTail » Wed Mar 26, 2025 5:56 pm » in Personal Finance (Not Investing)

3 Replies

134 Views

Last post by Katietsu
Wed Mar 26, 2025 6:13 pm
When do annuities make sense?

Last post by GaryA505 « Wed Mar 26, 2025 6:11 pm
Posted in Personal Investments
Replies: 44
by Goofy » Fri Jan 31, 2025 11:09 am » in Personal Investments

44 Replies

8499 Views

Last post by GaryA505
Wed Mar 26, 2025 6:11 pm
Just Left H&R Block. Couldn't Contribute the Max Catch-up $8K for 2024

Last post by tibbitts « Wed Mar 26, 2025 6:08 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by littlefuse » Tue Mar 25, 2025 6:45 pm » in Personal Finance (Not Investing)

7 Replies

553 Views

Last post by tibbitts
Wed Mar 26, 2025 6:08 pm
Schwab Free Cash Setup

Last post by beernutz « Wed Mar 26, 2025 6:06 pm
Posted in Personal Investments
Replies: 28
by Leesbro63 » Tue Mar 25, 2025 8:47 am » in Personal Investments

28 Replies

1654 Views

Last post by beernutz
Wed Mar 26, 2025 6:06 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by nalor511 « Wed Mar 26, 2025 6:00 pm
Posted in Investing - Theory, News & General
Replies: 10068
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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10068 Replies

1986149 Views

Last post by nalor511
Wed Mar 26, 2025 6:00 pm
Mention in a cover letter for a job app where another staff member has worked

Last post by simas « Wed Mar 26, 2025 5:52 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by Swmi8675309 » Wed Mar 26, 2025 6:52 am » in Personal Finance (Not Investing)

16 Replies

892 Views

Last post by simas
Wed Mar 26, 2025 5:52 pm
Index for Top Mid and Small Cap Companies

Last post by retired@50 « Wed Mar 26, 2025 5:52 pm
Posted in Personal Investments
Replies: 9
by chuckwalla » Wed Mar 26, 2025 10:23 am » in Personal Investments

9 Replies

554 Views

Last post by retired@50
Wed Mar 26, 2025 5:52 pm
Anything you wish you had known before your solar panel installation?

Last post by yankees60 « Wed Mar 26, 2025 5:48 pm
Posted in Personal Consumer Issues
Replies: 118
by WoostaGal » Tue Jul 30, 2024 11:08 am » in Personal Consumer Issues
1

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118 Replies

12748 Views

Last post by yankees60
Wed Mar 26, 2025 5:48 pm
Windows 10 is losing support in Oct. Need a new computer

Last post by Ged « Wed Mar 26, 2025 5:45 pm
Posted in Personal Consumer Issues
Replies: 290
by chemocean » Thu Jan 09, 2025 7:04 pm » in Personal Consumer Issues
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290 Replies

61480 Views

Last post by Ged
Wed Mar 26, 2025 5:45 pm
Rick Ferri's book on Asset Allocation

Last post by tibbitts « Wed Mar 26, 2025 5:39 pm
Posted in Investing - Theory, News & General
Replies: 15
by Star321NGS » Mon Jan 22, 2024 1:58 pm » in Investing - Theory, News & General

15 Replies

3039 Views

Last post by tibbitts
Wed Mar 26, 2025 5:39 pm
5500-EZ proper treatment of plan year and contribution year?

Last post by toddthebod « Wed Mar 26, 2025 5:39 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by mjs9876543210 » Tue Mar 25, 2025 10:47 pm » in Personal Finance (Not Investing)

6 Replies

245 Views

Last post by toddthebod
Wed Mar 26, 2025 5:39 pm
Website for checking the stock charts on laptop

Last post by Garco « Wed Mar 26, 2025 5:33 pm
Posted in Investing - Theory, News & General
Replies: 8
by seanbaby » Wed Mar 26, 2025 1:13 pm » in Investing - Theory, News & General

8 Replies

417 Views

Last post by Garco
Wed Mar 26, 2025 5:33 pm

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