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Upcoming life milestones and talking to a financial / tax planner

Last post by NYInvestor15 « Wed Oct 04, 2023 11:54 am
Posted in Personal Finance (Not Investing)
Replies: 13
by NYInvestor15 » Mon Oct 02, 2023 9:48 pm » in Personal Finance (Not Investing)

13 Replies

1087 Views

Last post by NYInvestor15
Wed Oct 04, 2023 11:54 am
Roth Conversion & Down Markets

Last post by marcopolo « Wed Oct 04, 2023 11:53 am
Posted in Investing - Theory, News & General
Replies: 22
by markgardner » Tue Oct 03, 2023 7:01 pm » in Investing - Theory, News & General

22 Replies

1444 Views

Last post by marcopolo
Wed Oct 04, 2023 11:53 am
Life annuity - my two big concerns

Last post by bikechuck « Wed Oct 04, 2023 11:52 am
Posted in Investing - Theory, News & General
Replies: 8
by RationalWalk » Wed Oct 04, 2023 11:15 am » in Investing - Theory, News & General

8 Replies

181 Views

Last post by bikechuck
Wed Oct 04, 2023 11:52 am
Should I give up on college?

Last post by SubPar « Wed Oct 04, 2023 11:52 am
Posted in Personal Consumer Issues
Replies: 45
by Impulsebuyking » Tue Oct 03, 2023 8:34 pm » in Personal Consumer Issues

45 Replies

2731 Views

Last post by SubPar
Wed Oct 04, 2023 11:52 am
Roth IRA fund exchange at Vanguard

Last post by crefwatch « Wed Oct 04, 2023 11:52 am
Posted in Personal Investments
Replies: 4
by russellh » Wed Oct 04, 2023 11:11 am » in Personal Investments

4 Replies

115 Views

Last post by crefwatch
Wed Oct 04, 2023 11:52 am
Are individual bonds actually less risky than bond funds?

Last post by Tarkus « Wed Oct 04, 2023 11:50 am
Posted in Investing - Theory, News & General
Replies: 8
by barnaby444 » Wed Oct 04, 2023 11:05 am » in Investing - Theory, News & General

8 Replies

243 Views

Last post by Tarkus
Wed Oct 04, 2023 11:50 am
help me figure out the math for when my mortgage will be paid off

Last post by LittleMaggieMae « Wed Oct 04, 2023 11:50 am
Posted in Personal Investments
Replies: 8
by Raspberry-503 » Wed Oct 04, 2023 11:05 am » in Personal Investments

8 Replies

207 Views

Last post by LittleMaggieMae
Wed Oct 04, 2023 11:50 am
Figuring out what amount of TIPs to purchase?

Last post by RationalWalk « Wed Oct 04, 2023 11:50 am
Posted in Investing - Theory, News & General
Replies: 2
by RationalWalk » Wed Oct 04, 2023 10:54 am » in Investing - Theory, News & General

2 Replies

108 Views

Last post by RationalWalk
Wed Oct 04, 2023 11:50 am
Stop payment on uncleared Estimated Tax check to state?

Last post by ResearchMed « Wed Oct 04, 2023 11:49 am
Posted in Personal Finance (Not Investing)
Replies: 4
by nhs76 » Wed Oct 04, 2023 11:11 am » in Personal Finance (Not Investing)

4 Replies

149 Views

Last post by ResearchMed
Wed Oct 04, 2023 11:49 am
Can't realize capital losses from pre 2008 Lehman Brothers Investment

Last post by twh « Wed Oct 04, 2023 11:49 am
Posted in Personal Investments
Replies: 16
by rationalist_ps » Sat Aug 26, 2023 5:14 pm » in Personal Investments

16 Replies

2665 Views

Last post by twh
Wed Oct 04, 2023 11:49 am
12 year plan for NYSUT teacher

Last post by bg5 « Wed Oct 04, 2023 11:48 am
Posted in Personal Investments
Replies: 1
by BashDash » Wed Oct 04, 2023 11:20 am » in Personal Investments

1 Replies

58 Views

Last post by bg5
Wed Oct 04, 2023 11:48 am
A Question About Factor Tilting

Last post by GRP « Wed Oct 04, 2023 11:48 am
Posted in Investing - Theory, News & General

by GRP » Wed Oct 04, 2023 11:48 am » in Investing - Theory, News & General

0 Replies

19 Views

Last post by GRP
Wed Oct 04, 2023 11:48 am
Tesla savings vs used ICE cars

Last post by billaster « Wed Oct 04, 2023 11:48 am
Posted in Personal Consumer Issues
Replies: 181
by jplee3 » Sat Sep 16, 2023 1:00 pm » in Personal Consumer Issues
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181 Replies

14594 Views

Last post by billaster
Wed Oct 04, 2023 11:48 am
Setting Up Solo 401k for Mega Back Door Roth Contributions

Last post by WnnaBeRich « Wed Oct 04, 2023 11:48 am
Posted in Personal Finance (Not Investing)
Replies: 15
by Hannibal Barca » Sat Sep 10, 2022 10:30 am » in Personal Finance (Not Investing)

15 Replies

1018 Views

Last post by WnnaBeRich
Wed Oct 04, 2023 11:48 am
Microsoft OneDrive Files Are Gone

Last post by Nver2Late « Wed Oct 04, 2023 11:47 am
Posted in Personal Consumer Issues
Replies: 10
by dbc47 » Wed Oct 04, 2023 10:24 am » in Personal Consumer Issues

10 Replies

432 Views

Last post by Nver2Late
Wed Oct 04, 2023 11:47 am
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by Gene2001 « Wed Oct 04, 2023 11:47 am
Posted in Investing - Theory, News & General
Replies: 6446
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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6446 Replies

905879 Views

Last post by Gene2001
Wed Oct 04, 2023 11:47 am
Health insurance for globally mobile folks ? UK India etc

Last post by PaunchyPirate « Wed Oct 04, 2023 11:46 am
Posted in Personal Finance (Not Investing)
Replies: 5
by bluejeansman » Tue Oct 03, 2023 11:02 am » in Personal Finance (Not Investing)

5 Replies

412 Views

Last post by PaunchyPirate
Wed Oct 04, 2023 11:46 am
LifeStrategy Funds

Last post by retiredjg « Wed Oct 04, 2023 11:45 am
Posted in Personal Investments
Replies: 1
by 4thand11 » Wed Oct 04, 2023 11:26 am » in Personal Investments

1 Replies

90 Views

Last post by retiredjg
Wed Oct 04, 2023 11:45 am
BJ's optical? BJ's as alternative to Costco generally?

Last post by bendix « Wed Oct 04, 2023 11:44 am
Posted in Personal Consumer Issues
Replies: 1
by nisiprius » Wed Oct 04, 2023 11:22 am » in Personal Consumer Issues

1 Replies

62 Views

Last post by bendix
Wed Oct 04, 2023 11:44 am
When to get into the market

Last post by the_wiki « Wed Oct 04, 2023 11:43 am
Posted in Personal Investments
Replies: 10
by breathe » Wed Oct 04, 2023 8:54 am » in Personal Investments

10 Replies

596 Views

Last post by the_wiki
Wed Oct 04, 2023 11:43 am
Now that long TIPS have pushed past 2.50% I will…

Last post by protagonist « Wed Oct 04, 2023 11:43 am
Posted in Investing - Theory, News & General
Replies: 1550
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1550 Replies

173684 Views

Last post by protagonist
Wed Oct 04, 2023 11:43 am
How much do you spend a month on food?

Last post by cbs2002 « Wed Oct 04, 2023 11:43 am
Posted in Personal Finance (Not Investing)
Replies: 114
by southwest_stacker » Tue Oct 03, 2023 12:56 pm » in Personal Finance (Not Investing)
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114 Replies

5150 Views

Last post by cbs2002
Wed Oct 04, 2023 11:43 am
What Book Are You Currently Reading? Part VI

Last post by Da5id « Wed Oct 04, 2023 11:41 am
Posted in Personal Consumer Issues
Replies: 7045
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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7045 Replies

1561954 Views

Last post by Da5id
Wed Oct 04, 2023 11:41 am
Ally CD (with Loyalty Bonus) vs. T-bills

Last post by the_wiki « Wed Oct 04, 2023 11:41 am
Posted in Personal Investments
Replies: 4
by learningtofly » Wed Oct 04, 2023 9:49 am » in Personal Investments

4 Replies

316 Views

Last post by the_wiki
Wed Oct 04, 2023 11:41 am
Avoid using insulation behind Hardieplank siding?

Last post by bendix « Wed Oct 04, 2023 11:39 am
Posted in Personal Consumer Issues
Replies: 2
by msj16 » Wed Oct 04, 2023 11:23 am » in Personal Consumer Issues

2 Replies

116 Views

Last post by bendix
Wed Oct 04, 2023 11:39 am
Real Estate - Partial Release/Title Insurance help

Last post by Soaker « Wed Oct 04, 2023 11:39 am
Posted in Personal Finance (Not Investing)
Replies: 5
by Bogleer » Tue Oct 03, 2023 5:52 pm » in Personal Finance (Not Investing)

5 Replies

458 Views

Last post by Soaker
Wed Oct 04, 2023 11:39 am
Close direct indexing SMA now or wait

Last post by chris2346354 « Wed Oct 04, 2023 11:37 am
Posted in Personal Investments
Replies: 6
by stockartie » Thu Mar 30, 2023 4:23 am » in Personal Investments

6 Replies

487 Views

Last post by chris2346354
Wed Oct 04, 2023 11:37 am
Why do people think Bond Diversification does not work?

Last post by dbr « Wed Oct 04, 2023 11:37 am
Posted in Investing - Theory, News & General
Replies: 1
by gavinsiu » Wed Oct 04, 2023 11:29 am » in Investing - Theory, News & General

1 Replies

109 Views

Last post by dbr
Wed Oct 04, 2023 11:37 am
[On-going Scams - Post them here]

Last post by Iconicus « Wed Oct 04, 2023 11:35 am
Posted in Personal Consumer Issues
Replies: 1151
by ketanco » Thu Mar 28, 2019 12:51 pm » in Personal Consumer Issues
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1151 Replies

118701 Views

Last post by Iconicus
Wed Oct 04, 2023 11:35 am
4 runner or Outback or Passport: help me decide new car

Last post by TravellingTechOnFire « Wed Oct 04, 2023 11:32 am
Posted in Personal Consumer Issues
Replies: 83
by frugaltigris » Sat Sep 30, 2023 7:21 am » in Personal Consumer Issues
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83 Replies

5335 Views

Last post by TravellingTechOnFire
Wed Oct 04, 2023 11:32 am
Long Term Care - would you recommend this policy?

Last post by WoW2012 « Wed Oct 04, 2023 11:32 am
Posted in Personal Finance (Not Investing)
Replies: 8
by lostinjersey » Tue Oct 03, 2023 1:47 pm » in Personal Finance (Not Investing)

8 Replies

806 Views

Last post by WoW2012
Wed Oct 04, 2023 11:32 am
Best place to resell kids' toys?

Last post by jplee3 « Wed Oct 04, 2023 11:30 am
Posted in Personal Consumer Issues
Replies: 20
by jplee3 » Sun Sep 03, 2023 4:59 pm » in Personal Consumer Issues

20 Replies

1419 Views

Last post by jplee3
Wed Oct 04, 2023 11:30 am
Considering Tesla model y long range, what do I need to know?

Last post by TomatoTomahto « Wed Oct 04, 2023 11:28 am
Posted in Personal Consumer Issues
Replies: 64
by tommy85 » Sun Oct 01, 2023 8:47 am » in Personal Consumer Issues
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64 Replies

4612 Views

Last post by TomatoTomahto
Wed Oct 04, 2023 11:28 am
Hybrid or non-hybrid vehicle?

Last post by mymoneyresearch « Wed Oct 04, 2023 11:28 am
Posted in Personal Consumer Issues
Replies: 41
by mymoneyresearch » Mon Oct 02, 2023 1:27 pm » in Personal Consumer Issues

41 Replies

2655 Views

Last post by mymoneyresearch
Wed Oct 04, 2023 11:28 am
Investment Advice - all cash currently

Last post by Tamalak « Wed Oct 04, 2023 11:27 am
Posted in Personal Investments
Replies: 2
by root123 » Wed Oct 04, 2023 10:55 am » in Personal Investments

2 Replies

136 Views

Last post by Tamalak
Wed Oct 04, 2023 11:27 am
Experiences with different credit card travel portals?

Last post by bendix « Wed Oct 04, 2023 11:27 am
Posted in Personal Finance (Not Investing)
Replies: 1
by NYCaviator » Wed Oct 04, 2023 10:34 am » in Personal Finance (Not Investing)

1 Replies

105 Views

Last post by bendix
Wed Oct 04, 2023 11:27 am
Active WFH wardrobe

Last post by tsohg « Wed Oct 04, 2023 11:26 am
Posted in Personal Consumer Issues
Replies: 64
by SpaceGriffin » Fri Sep 29, 2023 8:08 am » in Personal Consumer Issues
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64 Replies

4556 Views

Last post by tsohg
Wed Oct 04, 2023 11:26 am
Help me understand yield to maturity in bond funds

Last post by exodusNH « Wed Oct 04, 2023 11:26 am
Posted in Personal Investments
Replies: 1
by cbs2002 » Wed Oct 04, 2023 11:21 am » in Personal Investments

1 Replies

78 Views

Last post by exodusNH
Wed Oct 04, 2023 11:26 am
IRAs inherited by a trust

Last post by bsteiner « Wed Oct 04, 2023 11:25 am
Posted in Personal Finance (Not Investing)
Replies: 5
by Steady59 » Wed Oct 04, 2023 6:40 am » in Personal Finance (Not Investing)

5 Replies

351 Views

Last post by bsteiner
Wed Oct 04, 2023 11:25 am
My stock has lost 17% in 5 days without any announcement: what to do?

Last post by nisiprius « Wed Oct 04, 2023 11:25 am
Posted in Investing - Theory, News & General
Replies: 70
by Lauretta » Fri Sep 29, 2023 5:41 am » in Investing - Theory, News & General
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70 Replies

8681 Views

Last post by nisiprius
Wed Oct 04, 2023 11:25 am
Longest periods of zero real returns on typical portfolios

Last post by Tyler9000 « Wed Oct 04, 2023 11:25 am
Posted in Investing - Theory, News & General
Replies: 15
by Phyneas » Tue Oct 03, 2023 1:52 pm » in Investing - Theory, News & General

15 Replies

1610 Views

Last post by Tyler9000
Wed Oct 04, 2023 11:25 am
Family Will Be Uninsured in 30 days, Advice Appreciated

Last post by tacobellcow « Wed Oct 04, 2023 11:20 am
Posted in Personal Finance (Not Investing)
Replies: 42
by tacobellcow » Mon Oct 02, 2023 2:14 pm » in Personal Finance (Not Investing)

42 Replies

3226 Views

Last post by tacobellcow
Wed Oct 04, 2023 11:20 am
Dividend Fund Provides More Income Than Bond Fund

Last post by toddthebod « Wed Oct 04, 2023 11:19 am
Posted in Investing - Theory, News & General
Replies: 94
by JazzTime » Fri Sep 29, 2023 1:26 pm » in Investing - Theory, News & General
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94 Replies

7301 Views

Last post by toddthebod
Wed Oct 04, 2023 11:19 am
Fidelity as a one stop shop

Last post by Tarkus « Wed Oct 04, 2023 11:18 am
Posted in Personal Finance (Not Investing)
Replies: 5150
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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5150 Replies

717606 Views

Last post by Tarkus
Wed Oct 04, 2023 11:18 am
Chocolatebar's Portfolio

Last post by Chocolatebar « Wed Oct 04, 2023 11:16 am
Posted in Personal Investments
Replies: 146
by Chocolatebar » Thu Apr 20, 2023 8:32 am » in Personal Investments
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146 Replies

11078 Views

Last post by Chocolatebar
Wed Oct 04, 2023 11:16 am
Dividend Fund Overperforming but Bound to Crash?

Last post by grog « Wed Oct 04, 2023 11:12 am
Posted in Personal Investments
Replies: 6
by macd42389 » Wed Oct 04, 2023 9:50 am » in Personal Investments

6 Replies

278 Views

Last post by grog
Wed Oct 04, 2023 11:12 am
SDFCU experiences?

Last post by anagram « Wed Oct 04, 2023 11:12 am
Posted in Personal Finance (Not Investing)
Replies: 6
by occambogle » Tue Oct 03, 2023 10:15 pm » in Personal Finance (Not Investing)

6 Replies

493 Views

Last post by anagram
Wed Oct 04, 2023 11:12 am
Rebalancing my 401(k) against my tIRA

Last post by Raspberry-503 « Wed Oct 04, 2023 11:11 am
Posted in Personal Investments
Replies: 4
by Raspberry-503 » Tue Oct 03, 2023 2:28 pm » in Personal Investments

4 Replies

304 Views

Last post by Raspberry-503
Wed Oct 04, 2023 11:11 am
Long Treasuries down 55%. Time to bottom fish?

Last post by seajay « Wed Oct 04, 2023 11:11 am
Posted in Investing - Theory, News & General
Replies: 306
by McQ » Fri Oct 21, 2022 11:58 am » in Investing - Theory, News & General
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306 Replies

35559 Views

Last post by seajay
Wed Oct 04, 2023 11:11 am
True airtight containers

Last post by livesoft « Wed Oct 04, 2023 11:08 am
Posted in Personal Consumer Issues
Replies: 3
by Caduceus » Wed Oct 04, 2023 8:59 am » in Personal Consumer Issues

3 Replies

304 Views

Last post by livesoft
Wed Oct 04, 2023 11:08 am

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