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Portfolio swings when working compared to retired

Last post by bhluckyusaguy « Fri Feb 03, 2023 9:40 pm
Posted in Investing - Theory, News & General
Replies: 22
by HomerJ » Fri Feb 03, 2023 3:23 pm » in Investing - Theory, News & General

22 Replies

1064 Views

Last post by bhluckyusaguy
Fri Feb 03, 2023 9:40 pm
Kia Theft Issues

Last post by meebers « Fri Feb 03, 2023 9:39 pm
Posted in Personal Consumer Issues
Replies: 41
by tonysk » Thu Dec 29, 2022 6:18 pm » in Personal Consumer Issues

41 Replies

3853 Views

Last post by meebers
Fri Feb 03, 2023 9:39 pm
how to break logjam with Comcast Service

Last post by chinchin « Fri Feb 03, 2023 9:39 pm
Posted in Personal Consumer Issues
Replies: 14
by K72 » Wed Jan 25, 2023 6:32 pm » in Personal Consumer Issues

14 Replies

1327 Views

Last post by chinchin
Fri Feb 03, 2023 9:39 pm
Anything else (to do at Merrill Edge?)

Last post by Carno « Fri Feb 03, 2023 9:38 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by MattB » Fri Feb 03, 2023 2:38 pm » in Personal Finance (Not Investing)

18 Replies

932 Views

Last post by Carno
Fri Feb 03, 2023 9:38 pm
Portfolio Check Up - 2 Years Married Couple

Last post by vangaal « Fri Feb 03, 2023 9:38 pm
Posted in Personal Investments
Replies: 12
by vangaal » Sun Jan 29, 2023 4:30 pm » in Personal Investments

12 Replies

1615 Views

Last post by vangaal
Fri Feb 03, 2023 9:38 pm
Excess Roth Contribution - Next Steps

Last post by Duckie « Fri Feb 03, 2023 9:38 pm
Posted in Personal Investments
Replies: 1
by BurpinBob » Fri Feb 03, 2023 7:16 pm » in Personal Investments

1 Replies

103 Views

Last post by Duckie
Fri Feb 03, 2023 9:38 pm
State distribution on 1099-R

Last post by Buster Arbuckle « Fri Feb 03, 2023 9:38 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by ketanco » Fri Feb 03, 2023 11:15 am » in Personal Finance (Not Investing)

10 Replies

425 Views

Last post by Buster Arbuckle
Fri Feb 03, 2023 9:38 pm
Fidelity Holiday Offer - $150 for $50 deposit

Last post by Johnny Thinwallet « Fri Feb 03, 2023 9:38 pm
Posted in Personal Finance (Not Investing)
Replies: 381
by ReardonSteel » Fri Nov 25, 2022 7:41 pm » in Personal Finance (Not Investing)
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381 Replies

45237 Views

Last post by Johnny Thinwallet
Fri Feb 03, 2023 9:38 pm
Fly or Drive from NJ to NC?

Last post by Metsfan91 « Fri Feb 03, 2023 9:37 pm
Posted in Personal Consumer Issues
Replies: 77
by BogleMelon » Thu Feb 02, 2023 3:35 pm » in Personal Consumer Issues
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77 Replies

3248 Views

Last post by Metsfan91
Fri Feb 03, 2023 9:37 pm
What are you up YTD? [Year To Date]

Last post by Metsfan91 « Fri Feb 03, 2023 9:36 pm
Posted in Investing - Theory, News & General
Replies: 4716
by InvestorNewb » Tue Aug 26, 2014 10:19 am » in Investing - Theory, News & General
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4716 Replies

761620 Views

Last post by Metsfan91
Fri Feb 03, 2023 9:36 pm
From which accounts should my mom gift a large sum of money?

Last post by biscuits « Fri Feb 03, 2023 9:35 pm
Posted in Personal Investments
Replies: 79
by VINNY » Sat Jan 28, 2023 9:39 pm » in Personal Investments
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79 Replies

5477 Views

Last post by biscuits
Fri Feb 03, 2023 9:35 pm
experience with JP Morgan Self-Directed Investing?

Last post by chinchin « Fri Feb 03, 2023 9:35 pm
Posted in Personal Investments
Replies: 44
by Nyc10036 » Wed Jul 20, 2022 8:47 am » in Personal Investments

44 Replies

3016 Views

Last post by chinchin
Fri Feb 03, 2023 9:35 pm
Wash sales when selling whole position

Last post by MrDrinkingWater « Fri Feb 03, 2023 9:31 pm
Posted in Personal Investments
Replies: 2
by Jsdi7873hd » Fri Feb 03, 2023 9:06 pm » in Personal Investments

2 Replies

130 Views

Last post by MrDrinkingWater
Fri Feb 03, 2023 9:31 pm
Lowest cost of ownership car for 20k per year driver

Last post by NerdicSkier « Fri Feb 03, 2023 9:30 pm
Posted in Personal Consumer Issues
Replies: 78
by scot » Tue Jan 31, 2023 2:32 pm » in Personal Consumer Issues
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78 Replies

5753 Views

Last post by NerdicSkier
Fri Feb 03, 2023 9:30 pm
Compensation decision: RSUs/SARs

Last post by CletusCaddy « Fri Feb 03, 2023 9:29 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by 31QOTM » Thu Feb 02, 2023 11:31 pm » in Personal Finance (Not Investing)

18 Replies

1120 Views

Last post by CletusCaddy
Fri Feb 03, 2023 9:29 pm
percentage of holdings that are government obligations for state taxes 2022?

Last post by addicoe « Fri Feb 03, 2023 9:28 pm
Posted in Personal Investments
Replies: 3
by addicoe » Thu Feb 02, 2023 9:45 pm » in Personal Investments

3 Replies

343 Views

Last post by addicoe
Fri Feb 03, 2023 9:28 pm
Books/ideas to teach 5 year old about money

Last post by stan1 « Fri Feb 03, 2023 9:26 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Triple digit golfer » Fri Feb 03, 2023 9:02 pm » in Personal Finance (Not Investing)

1 Replies

102 Views

Last post by stan1
Fri Feb 03, 2023 9:26 pm
Low risk investments for seniors?

Last post by WoodSpinner « Fri Feb 03, 2023 9:26 pm
Posted in Personal Investments
Replies: 27
by jplee3 » Fri Feb 03, 2023 12:21 pm » in Personal Investments

27 Replies

1428 Views

Last post by WoodSpinner
Fri Feb 03, 2023 9:26 pm
Vanguard vs Schwab

Last post by Northern Flicker « Fri Feb 03, 2023 9:25 pm
Posted in Personal Investments
Replies: 52
by jbogler » Wed Feb 01, 2023 8:29 pm » in Personal Investments
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52 Replies

3744 Views

Last post by Northern Flicker
Fri Feb 03, 2023 9:25 pm
VXUS [Why invest in Vanguard Total International Stock?]

Last post by visualguy « Fri Feb 03, 2023 9:25 pm
Posted in Investing - Theory, News & General
Replies: 75
by Griswold » Fri Feb 18, 2022 7:37 am » in Investing - Theory, News & General
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75 Replies

7808 Views

Last post by visualguy
Fri Feb 03, 2023 9:25 pm
Huge increase in Florida home insurance cost

Last post by GP813 « Fri Feb 03, 2023 9:24 pm
Posted in Personal Finance (Not Investing)
Replies: 27
by oldmotos » Tue Jan 31, 2023 11:56 am » in Personal Finance (Not Investing)

27 Replies

3401 Views

Last post by GP813
Fri Feb 03, 2023 9:24 pm
Are secondary treasury bills limited to qty 1000 at ME?

Last post by CrisisAverted « Fri Feb 03, 2023 9:24 pm
Posted in Personal Investments
Replies: 6
by CrisisAverted » Fri Feb 03, 2023 3:22 pm » in Personal Investments

6 Replies

403 Views

Last post by CrisisAverted
Fri Feb 03, 2023 9:24 pm
How do people track chances to electronic I bonds

Last post by Phaedrus « Fri Feb 03, 2023 9:23 pm
Posted in Investing - Theory, News & General
Replies: 24
by scooter » Thu Oct 13, 2022 8:40 am » in Investing - Theory, News & General

24 Replies

3083 Views

Last post by Phaedrus
Fri Feb 03, 2023 9:23 pm
New apartment rental - how to prove income with no job

Last post by RVohioken « Fri Feb 03, 2023 9:22 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by SunRainSnow » Fri Feb 03, 2023 6:35 am » in Personal Finance (Not Investing)

13 Replies

1183 Views

Last post by RVohioken
Fri Feb 03, 2023 9:22 pm
3-Fund Tax Efficient Portfolio - Beginner

Last post by Northern Flicker « Fri Feb 03, 2023 9:22 pm
Posted in Personal Investments
Replies: 11
by WorstOne » Thu Feb 02, 2023 10:25 pm » in Personal Investments

11 Replies

943 Views

Last post by Northern Flicker
Fri Feb 03, 2023 9:22 pm
Non Qualified Annuity Withdrawal - Taxes?

Last post by jeffreys « Fri Feb 03, 2023 9:20 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by jeffreys » Fri Feb 03, 2023 7:55 pm » in Personal Finance (Not Investing)

9 Replies

294 Views

Last post by jeffreys
Fri Feb 03, 2023 9:20 pm
The Limits of Diversification: A Tutorial

Last post by dbr « Fri Feb 03, 2023 9:19 pm
Posted in Investing - Theory, News & General
Replies: 29
by McQ » Thu Feb 02, 2023 11:37 pm » in Investing - Theory, News & General

29 Replies

2337 Views

Last post by dbr
Fri Feb 03, 2023 9:19 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by masha12 « Fri Feb 03, 2023 9:18 pm
Posted in Investing - Theory, News & General
Replies: 4626
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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4626 Replies

530108 Views

Last post by masha12
Fri Feb 03, 2023 9:18 pm
Fidelity as a one stop shop

Last post by Gryphon « Fri Feb 03, 2023 9:16 pm
Posted in Personal Finance (Not Investing)
Replies: 3614
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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3614 Replies

515987 Views

Last post by Gryphon
Fri Feb 03, 2023 9:16 pm
Short/Quick Spousal Soc. Security Question

Last post by cobra911 « Fri Feb 03, 2023 9:15 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by cobra911 » Fri Feb 03, 2023 8:01 pm » in Personal Finance (Not Investing)

3 Replies

250 Views

Last post by cobra911
Fri Feb 03, 2023 9:15 pm
I received a 1099 for my deceased husband

Last post by LadyGeek « Fri Feb 03, 2023 9:14 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Andilovehim » Thu Feb 02, 2023 8:43 pm » in Personal Finance (Not Investing)

9 Replies

1427 Views

Last post by LadyGeek
Fri Feb 03, 2023 9:14 pm
What watch do you wear on a daily basis, or are you wearing today?

Last post by SevenBridgesRoad « Fri Feb 03, 2023 9:12 pm
Posted in Personal Consumer Issues
Replies: 236
by tvubpwcisla » Sat Feb 05, 2022 1:58 pm » in Personal Consumer Issues
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236 Replies

15512 Views

Last post by SevenBridgesRoad
Fri Feb 03, 2023 9:12 pm
When did you start getting excited and more confident about your investments?

Last post by retire2022 « Fri Feb 03, 2023 9:12 pm
Posted in Investing - Theory, News & General
Replies: 50
by Runner3891 » Thu Feb 02, 2023 11:48 pm » in Investing - Theory, News & General
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50 Replies

3070 Views

Last post by retire2022
Fri Feb 03, 2023 9:12 pm
Does Fidelity's auto-liquidation of non-core money market funds ever fail?

Last post by Charles Joseph « Fri Feb 03, 2023 9:11 pm
Posted in Personal Investments
Replies: 14
by cwenger » Thu Jan 19, 2023 11:58 pm » in Personal Investments

14 Replies

1420 Views

Last post by Charles Joseph
Fri Feb 03, 2023 9:11 pm
Experiences with Quicken to GNUCash Conversion.

Last post by SomE « Fri Feb 03, 2023 9:08 pm
Posted in Personal Finance (Not Investing)
Replies: 26
by masterofinvesting » Sat Dec 09, 2017 5:17 pm » in Personal Finance (Not Investing)

26 Replies

8114 Views

Last post by SomE
Fri Feb 03, 2023 9:08 pm
State tax on Vanguard Federal Money Market Fund interest

Last post by anon_investor « Fri Feb 03, 2023 9:07 pm
Posted in Investing - Theory, News & General
Replies: 7
by HenrySouthernCal » Fri Feb 03, 2023 8:07 pm » in Investing - Theory, News & General

7 Replies

403 Views

Last post by anon_investor
Fri Feb 03, 2023 9:07 pm
1Password experience and question

Last post by Luckywon « Fri Feb 03, 2023 9:07 pm
Posted in Personal Consumer Issues
Replies: 18
by Luckywon » Thu Feb 02, 2023 12:59 pm » in Personal Consumer Issues

18 Replies

1273 Views

Last post by Luckywon
Fri Feb 03, 2023 9:07 pm
Cold Climate Heat Pump (cold snap)

Last post by aerofreaky11 « Fri Feb 03, 2023 9:05 pm
Posted in Personal Consumer Issues

by aerofreaky11 » Fri Feb 03, 2023 9:05 pm » in Personal Consumer Issues

0 Replies

84 Views

Last post by aerofreaky11
Fri Feb 03, 2023 9:05 pm
Black Swan Risks of Box Trades

Last post by tj-longterm « Fri Feb 03, 2023 9:05 pm
Posted in Investing - Theory, News & General
Replies: 68
by jackal » Wed Feb 01, 2023 5:04 pm » in Investing - Theory, News & General
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68 Replies

3330 Views

Last post by tj-longterm
Fri Feb 03, 2023 9:05 pm
Recent rollover into 401k + Backdoor Roth Contribution

Last post by mhalley « Fri Feb 03, 2023 9:05 pm
Posted in Personal Investments
Replies: 1
by Radiata » Fri Feb 03, 2023 8:59 pm » in Personal Investments

1 Replies

71 Views

Last post by mhalley
Fri Feb 03, 2023 9:05 pm
Buying under construction property/ Construction loan

Last post by retire2022 « Fri Feb 03, 2023 9:04 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by ps2me11 » Wed Jan 04, 2023 9:22 pm » in Personal Finance (Not Investing)

6 Replies

581 Views

Last post by retire2022
Fri Feb 03, 2023 9:04 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by placeholder « Fri Feb 03, 2023 9:00 pm
Posted in Investing - Theory, News & General
Replies: 4841
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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4841 Replies

729615 Views

Last post by placeholder
Fri Feb 03, 2023 9:00 pm
Lump Sum Mortgage Pay Off: Should I?

Last post by lakpr « Fri Feb 03, 2023 8:59 pm
Posted in Personal Finance (Not Investing)
Replies: 37
by WhatsIRR » Thu Feb 02, 2023 12:07 am » in Personal Finance (Not Investing)

37 Replies

2464 Views

Last post by lakpr
Fri Feb 03, 2023 8:59 pm
Inkjet Printer Black Ink Only?

Last post by galawdawg « Fri Feb 03, 2023 8:56 pm
Posted in Personal Consumer Issues
Replies: 14
by DTalos » Thu Feb 02, 2023 6:48 pm » in Personal Consumer Issues

14 Replies

872 Views

Last post by galawdawg
Fri Feb 03, 2023 8:56 pm
CD discussion thread

Last post by bigfry « Fri Feb 03, 2023 8:54 pm
Posted in Personal Finance (Not Investing)
Replies: 1197
by indexfundfan » Mon Oct 07, 2019 6:13 pm » in Personal Finance (Not Investing)
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1197 Replies

172677 Views

Last post by bigfry
Fri Feb 03, 2023 8:54 pm
Purchased Airline Ticket - Messed Up - Did not list passengers last name

Last post by exodusing « Fri Feb 03, 2023 8:51 pm
Posted in Personal Consumer Issues
Replies: 36
by Gardener » Thu Feb 02, 2023 1:19 pm » in Personal Consumer Issues

36 Replies

2465 Views

Last post by exodusing
Fri Feb 03, 2023 8:51 pm
Should I convert?

Last post by Exchme « Fri Feb 03, 2023 8:50 pm
Posted in Investing - Theory, News & General
Replies: 10
by Whitecap » Fri Feb 03, 2023 4:17 pm » in Investing - Theory, News & General

10 Replies

757 Views

Last post by Exchme
Fri Feb 03, 2023 8:50 pm
What are you listening to now

Last post by Nicolas « Fri Feb 03, 2023 8:47 pm
Posted in Personal Consumer Issues
Replies: 3612
by Artful Dodger » Fri Jan 10, 2020 10:45 pm » in Personal Consumer Issues
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3612 Replies

274230 Views

Last post by Nicolas
Fri Feb 03, 2023 8:47 pm
Age and probability of needing long term care?

Last post by Lee_WSP « Fri Feb 03, 2023 8:46 pm
Posted in Personal Finance (Not Investing)
Replies: 121
by Fremdon Ferndock » Fri Jan 20, 2023 10:05 am » in Personal Finance (Not Investing)
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121 Replies

8891 Views

Last post by Lee_WSP
Fri Feb 03, 2023 8:46 pm
improving Portfolio Review workflow

Last post by Exchme « Fri Feb 03, 2023 8:42 pm
Posted in Personal Investments
Replies: 3
by Rob Relyea » Wed Feb 01, 2023 7:35 pm » in Personal Investments

3 Replies

387 Views

Last post by Exchme
Fri Feb 03, 2023 8:42 pm

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