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Helping my mom

Last post by tibbitts « Thu Feb 13, 2025 11:03 pm
Posted in Personal Investments
Replies: 3
by robotmarker » Thu Feb 13, 2025 9:10 pm » in Personal Investments

3 Replies

271 Views

Last post by tibbitts
Thu Feb 13, 2025 11:03 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by av111 « Thu Feb 13, 2025 11:01 pm
Posted in Personal Finance (Not Investing)
Replies: 8543
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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8543 Replies

1215726 Views

Last post by av111
Thu Feb 13, 2025 11:01 pm
Excellent News: Schwab Account Lockdown

Last post by beyou « Thu Feb 13, 2025 10:59 pm
Posted in Personal Finance (Not Investing)
Replies: 30
by EricGold » Thu Feb 13, 2025 11:10 am » in Personal Finance (Not Investing)

30 Replies

2508 Views

Last post by beyou
Thu Feb 13, 2025 10:59 pm
Would you sign this terms of service for online banking?

Last post by exodusNH « Thu Feb 13, 2025 10:58 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by ww340 » Thu Feb 13, 2025 9:50 pm » in Personal Finance (Not Investing)

5 Replies

273 Views

Last post by exodusNH
Thu Feb 13, 2025 10:58 pm
Funding Daughter's Doctor of Vet Medicine Advice

Last post by StevieG72 « Thu Feb 13, 2025 10:56 pm
Posted in Personal Finance (Not Investing)
Replies: 37
by Steve723 » Thu Feb 13, 2025 8:08 am » in Personal Finance (Not Investing)

37 Replies

1850 Views

Last post by StevieG72
Thu Feb 13, 2025 10:56 pm
Can We Coast FIRE?

Last post by Wannaretireearly « Thu Feb 13, 2025 10:53 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by takeabiteoflife » Thu Feb 13, 2025 5:54 pm » in Personal Finance (Not Investing)

11 Replies

1367 Views

Last post by Wannaretireearly
Thu Feb 13, 2025 10:53 pm
“100% stocks for retirement? A new study says dump the 60/40 portfolio and target-date funds.“

Last post by Invest Quietly « Thu Feb 13, 2025 10:53 pm
Posted in Investing - Theory, News & General
Replies: 67
by TrustTheMarket » Thu Feb 13, 2025 12:50 pm » in Investing - Theory, News & General
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67 Replies

3962 Views

Last post by Invest Quietly
Thu Feb 13, 2025 10:53 pm
401K roth to traditional IRA Rollover mistakes: how to fix?

Last post by spinli « Thu Feb 13, 2025 10:53 pm
Posted in Personal Finance (Not Investing)
Replies: 87
by noodle1 » Thu Apr 04, 2024 1:17 pm » in Personal Finance (Not Investing)
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87 Replies

12298 Views

Last post by spinli
Thu Feb 13, 2025 10:53 pm
Money Market Optimizer Spreadsheet - Releases, Bugs, etc.

Last post by retiringwhen « Thu Feb 13, 2025 10:51 pm
Posted in Investing - Theory, News & General
Replies: 643
by retiringwhen » Tue Apr 04, 2023 9:17 am » in Investing - Theory, News & General
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643 Replies

228445 Views

Last post by retiringwhen
Thu Feb 13, 2025 10:51 pm
Fidelity Fully Paid Lending program - anyone?

Last post by Darth Vanguard « Thu Feb 13, 2025 10:44 pm
Posted in Investing - Theory, News & General
Replies: 49
by DJZ » Thu Feb 08, 2024 9:19 pm » in Investing - Theory, News & General

49 Replies

9925 Views

Last post by Darth Vanguard
Thu Feb 13, 2025 10:44 pm
No bank?

Last post by rob « Thu Feb 13, 2025 10:41 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Tramper Al » Thu Feb 13, 2025 11:42 am » in Personal Finance (Not Investing)

17 Replies

1214 Views

Last post by rob
Thu Feb 13, 2025 10:41 pm
How to Stop Over-Analyzing My Financial Life???

Last post by FrugalProfessor « Thu Feb 13, 2025 10:40 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by yolk » Wed Feb 12, 2025 12:36 pm » in Personal Finance (Not Investing)

45 Replies

3897 Views

Last post by FrugalProfessor
Thu Feb 13, 2025 10:40 pm
Why would the IRS suddenly reverse payments I had made to correct an issue with IRA contributions?

Last post by enad « Thu Feb 13, 2025 10:37 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by jz68 » Thu Feb 13, 2025 8:48 pm » in Personal Finance (Not Investing)

3 Replies

264 Views

Last post by enad
Thu Feb 13, 2025 10:37 pm
Hospital Engagement Strategies for the Consumer

Last post by cranberrycrash « Thu Feb 13, 2025 10:33 pm
Posted in Personal Consumer Issues
Replies: 56
by snackdog » Wed Feb 05, 2025 3:43 pm » in Personal Consumer Issues
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56 Replies

4963 Views

Last post by cranberrycrash
Thu Feb 13, 2025 10:33 pm
Can I delete form 8615 (Kiddie Tax) in Turbo Tax desktop?

Last post by Klewles « Thu Feb 13, 2025 10:30 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by lunean » Tue Feb 11, 2025 11:37 am » in Personal Finance (Not Investing)

9 Replies

959 Views

Last post by Klewles
Thu Feb 13, 2025 10:30 pm
Cost of dental visit

Last post by globalpatriot « Thu Feb 13, 2025 10:25 pm
Posted in Personal Consumer Issues
Replies: 53
by tc101 » Wed Mar 13, 2024 3:58 pm » in Personal Consumer Issues
1

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53 Replies

4055 Views

Last post by globalpatriot
Thu Feb 13, 2025 10:25 pm
Fear, not risk, explains asset pricing

Last post by McQ « Thu Feb 13, 2025 10:20 pm
Posted in Investing - Theory, News & General

by McQ » Thu Feb 13, 2025 10:20 pm » in Investing - Theory, News & General

0 Replies

91 Views

Last post by McQ
Thu Feb 13, 2025 10:20 pm
Overcontributed SEP-IRA: Help with form

Last post by MP123 « Thu Feb 13, 2025 10:19 pm
Posted in Personal Investments
Replies: 2
by lucybelle » Thu Feb 13, 2025 1:50 pm » in Personal Investments

2 Replies

186 Views

Last post by MP123
Thu Feb 13, 2025 10:19 pm
Portfolio Review

Last post by topaz318 « Thu Feb 13, 2025 10:18 pm
Posted in Personal Investments
Replies: 5
by topaz318 » Mon Feb 10, 2025 11:50 am » in Personal Investments

5 Replies

1293 Views

Last post by topaz318
Thu Feb 13, 2025 10:18 pm
Most efficient way to re-allocate taxable account

Last post by breakfastinbed « Thu Feb 13, 2025 10:18 pm
Posted in Personal Investments
Replies: 2
by scartonfront » Thu Feb 13, 2025 7:29 pm » in Personal Investments

2 Replies

243 Views

Last post by breakfastinbed
Thu Feb 13, 2025 10:18 pm
Withdraw tIRA contribution then recontribute later

Last post by toddthebod « Thu Feb 13, 2025 10:17 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by dorster » Thu Feb 13, 2025 3:31 pm » in Personal Finance (Not Investing)

6 Replies

240 Views

Last post by toddthebod
Thu Feb 13, 2025 10:17 pm
How do bond fund returns work?

Last post by rossington « Thu Feb 13, 2025 10:11 pm
Posted in Investing - Theory, News & General
Replies: 8
by Ritchey » Thu Feb 13, 2025 4:05 pm » in Investing - Theory, News & General

8 Replies

432 Views

Last post by rossington
Thu Feb 13, 2025 10:11 pm
HSA - last month rule

Last post by MP123 « Thu Feb 13, 2025 10:10 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by nyclon » Wed Jan 29, 2025 11:29 am » in Personal Finance (Not Investing)

14 Replies

1598 Views

Last post by MP123
Thu Feb 13, 2025 10:10 pm
What are you listening to now

Last post by Nicolas « Thu Feb 13, 2025 10:09 pm
Posted in Personal Consumer Issues
Replies: 8178
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8178 Replies

939537 Views

Last post by Nicolas
Thu Feb 13, 2025 10:09 pm
Phoenix Capital Group

Last post by cosmos « Thu Feb 13, 2025 10:04 pm
Posted in Personal Investments
Replies: 5
by OKOKOK » Wed Jan 01, 2025 11:43 am » in Personal Investments

5 Replies

1965 Views

Last post by cosmos
Thu Feb 13, 2025 10:04 pm
VMFXX versus Sallie Mae Money Market

Last post by A Boglehead « Thu Feb 13, 2025 9:56 pm
Posted in Personal Investments
Replies: 20
by A Boglehead » Wed Aug 14, 2024 7:18 pm » in Personal Investments

20 Replies

4335 Views

Last post by A Boglehead
Thu Feb 13, 2025 9:56 pm
Looking for some advice for my niece [investing inheritance]

Last post by Money_Badger « Thu Feb 13, 2025 9:54 pm
Posted in Personal Investments
Replies: 9
by Money_Badger » Sun Feb 09, 2025 6:35 pm » in Personal Investments

9 Replies

1496 Views

Last post by Money_Badger
Thu Feb 13, 2025 9:54 pm
How does IRS Direct Pay work (for paying taxes owed)?

Last post by Kagord « Thu Feb 13, 2025 9:48 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Tamales » Thu Feb 13, 2025 7:22 pm » in Personal Finance (Not Investing)

5 Replies

351 Views

Last post by Kagord
Thu Feb 13, 2025 9:48 pm
RMD starting. Where to put it?

Last post by retirewithjoy « Thu Feb 13, 2025 9:45 pm
Posted in Personal Investments
Replies: 8
by samw1918 » Thu Feb 13, 2025 10:46 am » in Personal Investments

8 Replies

967 Views

Last post by retirewithjoy
Thu Feb 13, 2025 9:45 pm
Poor Publix employee seeking 401k investment advice - no longer have Publix stock

Last post by ralphboy « Thu Feb 13, 2025 9:44 pm
Posted in Personal Investments
Replies: 302
by ralphboy » Wed Apr 06, 2022 10:00 pm » in Personal Investments
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302 Replies

34338 Views

Last post by ralphboy
Thu Feb 13, 2025 9:44 pm
ACATS Fraud

Last post by PersonalFinanceJam « Thu Feb 13, 2025 9:36 pm
Posted in Investing - Theory, News & General
Replies: 67
by Kaione » Sun Aug 06, 2023 8:57 pm » in Investing - Theory, News & General
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67 Replies

9607 Views

Last post by PersonalFinanceJam
Thu Feb 13, 2025 9:36 pm
Wash Rules Question

Last post by rkhusky « Thu Feb 13, 2025 9:29 pm
Posted in Personal Investments
Replies: 6
by Steady59 » Thu Feb 13, 2025 2:49 pm » in Personal Investments

6 Replies

377 Views

Last post by rkhusky
Thu Feb 13, 2025 9:29 pm
Fund your Roth IRA as early as possible each year

Last post by breakfastinbed « Thu Feb 13, 2025 9:28 pm
Posted in Investing - Theory, News & General
Replies: 17
by heyyou » Wed Feb 12, 2025 11:56 pm » in Investing - Theory, News & General

17 Replies

1690 Views

Last post by breakfastinbed
Thu Feb 13, 2025 9:28 pm
Why Roth conversions always pay off—if you can hold on long enough [Update 2/2025]

Last post by FiveK « Thu Feb 13, 2025 9:25 pm
Posted in Investing - Theory, News & General
Replies: 440
by McQ » Thu Sep 23, 2021 12:28 pm » in Investing - Theory, News & General
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440 Replies

78023 Views

Last post by FiveK
Thu Feb 13, 2025 9:25 pm
How to adjust your portfolio like Jack Bogle did before the “dot-com” market crash

Last post by enad « Thu Feb 13, 2025 9:22 pm
Posted in Investing - Theory, News & General
Replies: 13
by TrustTheMarket » Wed Feb 12, 2025 10:11 pm » in Investing - Theory, News & General

13 Replies

2171 Views

Last post by enad
Thu Feb 13, 2025 9:22 pm
How much international?

Last post by omedus82 « Thu Feb 13, 2025 9:17 pm
Posted in Personal Investments
Replies: 40
by Deighve » Thu Feb 13, 2025 10:45 am » in Personal Investments

40 Replies

1991 Views

Last post by omedus82
Thu Feb 13, 2025 9:17 pm
US Bank 4% Smartly Visa Credit Card

Last post by cvsvm2007 « Thu Feb 13, 2025 9:15 pm
Posted in Personal Finance (Not Investing)
Replies: 1976
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1976 Replies

205232 Views

Last post by cvsvm2007
Thu Feb 13, 2025 9:15 pm
Mom is upside down on car she can't afford nor drive

Last post by jatwell « Thu Feb 13, 2025 9:14 pm
Posted in Personal Consumer Issues
Replies: 61
by WillyMcG » Mon Feb 10, 2025 8:02 am » in Personal Consumer Issues
1

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61 Replies

6321 Views

Last post by jatwell
Thu Feb 13, 2025 9:14 pm
H&R block 1099 question re: dividends

Last post by CidHighwind « Thu Feb 13, 2025 9:11 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by Tom_T » Sat Feb 08, 2025 8:17 am » in Personal Finance (Not Investing)

13 Replies

962 Views

Last post by CidHighwind
Thu Feb 13, 2025 9:11 pm
How Do I See My Roth In Plan Balance Within Fidelity 401k?

Last post by Kistle « Thu Feb 13, 2025 9:10 pm
Posted in Personal Investments
Replies: 2
by Kistle » Thu Feb 13, 2025 8:36 pm » in Personal Investments

2 Replies

183 Views

Last post by Kistle
Thu Feb 13, 2025 9:10 pm
Bernstein makes me wonder if I'm doing bonds all wrong? Seeking advice.

Last post by Taylor Larimore « Thu Feb 13, 2025 9:09 pm
Posted in Personal Investments
Replies: 128
by koalb » Sat Feb 01, 2025 11:38 am » in Personal Investments
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128 Replies

17712 Views

Last post by Taylor Larimore
Thu Feb 13, 2025 9:09 pm
Nighttime Driving - Oncoming Headlights

Last post by enad « Thu Feb 13, 2025 9:04 pm
Posted in Personal Consumer Issues
Replies: 25
by jayjayc » Thu Feb 13, 2025 5:02 pm » in Personal Consumer Issues

25 Replies

1363 Views

Last post by enad
Thu Feb 13, 2025 9:04 pm
How long did your Bosch dishwasher last?

Last post by Alfonsia « Thu Feb 13, 2025 9:02 pm
Posted in Personal Consumer Issues
Replies: 88
by Wannaretireearly » Sat Feb 08, 2025 8:14 pm » in Personal Consumer Issues
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88 Replies

6927 Views

Last post by Alfonsia
Thu Feb 13, 2025 9:02 pm
Getting my own health insurance

Last post by GordonG « Thu Feb 13, 2025 9:02 pm
Posted in Personal Finance (Not Investing)
Replies: 27
by GordonG » Wed Feb 12, 2025 8:51 pm » in Personal Finance (Not Investing)

27 Replies

1740 Views

Last post by GordonG
Thu Feb 13, 2025 9:02 pm
18 Year old buying house at 21

Last post by toomanysidehustles « Thu Feb 13, 2025 9:01 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by Kz1000eli » Thu Feb 13, 2025 2:12 pm » in Personal Finance (Not Investing)

16 Replies

1098 Views

Last post by toomanysidehustles
Thu Feb 13, 2025 9:01 pm
SPXT (S&P 500 Ex-Technology) & ex tech etfs

Last post by jjj_22 « Thu Feb 13, 2025 8:50 pm
Posted in Investing - Theory, News & General
Replies: 6
by gtf8 » Wed Feb 12, 2025 8:15 am » in Investing - Theory, News & General

6 Replies

692 Views

Last post by jjj_22
Thu Feb 13, 2025 8:50 pm
Pay Off Reverse Mortgage?

Last post by babystep « Thu Feb 13, 2025 8:50 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by HENRYGRUGER » Thu Feb 13, 2025 5:27 pm » in Personal Finance (Not Investing)

2 Replies

287 Views

Last post by babystep
Thu Feb 13, 2025 8:50 pm
Arizona Chapter

Last post by Sam_957 « Thu Feb 13, 2025 8:49 pm
Posted in US Chapters
Replies: 174
by mabromovitz » Thu Apr 12, 2018 12:27 pm » in US Chapters
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174 Replies

85392 Views

Last post by Sam_957
Thu Feb 13, 2025 8:49 pm
Is this is a correct way to look at paid off house

Last post by babystep « Thu Feb 13, 2025 8:42 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by Sho » Thu Feb 13, 2025 5:13 pm » in Personal Finance (Not Investing)

13 Replies

979 Views

Last post by babystep
Thu Feb 13, 2025 8:42 pm
WhiteCoatInvestor: At 0% LTCG, Taxable account acts almost exactly like a Roth IRA

Last post by KanCityKid « Thu Feb 13, 2025 8:38 pm
Posted in Investing - Theory, News & General
Replies: 11
by GrilledSardines » Thu Feb 13, 2025 4:00 pm » in Investing - Theory, News & General

11 Replies

1742 Views

Last post by KanCityKid
Thu Feb 13, 2025 8:38 pm

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