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Direct Indexing [at Schwab for 40 basis points. Worth considering?]

Last post by EddyB « Sun Mar 26, 2023 1:32 am
Posted in Personal Investments
Replies: 17
by curo » Sat Mar 25, 2023 8:15 am » in Personal Investments

17 Replies

1033 Views

Last post by EddyB
Sun Mar 26, 2023 1:32 am
WSJ article on retiring with less than $1 million

Last post by Mel Lindauer « Sun Mar 26, 2023 1:14 am
Posted in Investing - Theory, News & General
Replies: 122
by egri » Fri Mar 24, 2023 4:57 am » in Investing - Theory, News & General
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2

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122 Replies

13317 Views

Last post by Mel Lindauer
Sun Mar 26, 2023 1:14 am
Multi state income and taxes? What to do?

Last post by FiveK « Sun Mar 26, 2023 1:13 am
Posted in Personal Finance (Not Investing)
Replies: 4
by JohnSmith123 » Sat Mar 25, 2023 2:25 pm » in Personal Finance (Not Investing)

4 Replies

281 Views

Last post by FiveK
Sun Mar 26, 2023 1:13 am
Have until Dec. to decide on a new 3-row car

Last post by Arboecars « Sun Mar 26, 2023 1:11 am
Posted in Personal Consumer Issues
Replies: 70
by welloiledinvestor » Thu Feb 16, 2023 8:20 pm » in Personal Consumer Issues
1

2
70 Replies

6691 Views

Last post by Arboecars
Sun Mar 26, 2023 1:11 am
Worth joining credit union just for car loan?

Last post by 8301 « Sun Mar 26, 2023 1:10 am
Posted in Personal Finance (Not Investing)
Replies: 15
by 28fe6 » Sat Mar 25, 2023 11:49 am » in Personal Finance (Not Investing)

15 Replies

848 Views

Last post by 8301
Sun Mar 26, 2023 1:10 am
Bernstein on TIPS and T-bills

Last post by Fremdon Ferndock « Sun Mar 26, 2023 1:02 am
Posted in Investing - Theory, News & General
Replies: 97
by quercus » Thu Mar 23, 2023 10:49 am » in Investing - Theory, News & General
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2
97 Replies

8681 Views

Last post by Fremdon Ferndock
Sun Mar 26, 2023 1:02 am
2023 Tax Safe Harbor Question

Last post by FiveK « Sun Mar 26, 2023 12:53 am
Posted in Personal Finance (Not Investing)
Replies: 2
by OldSport » Sat Mar 25, 2023 9:24 pm » in Personal Finance (Not Investing)

2 Replies

237 Views

Last post by FiveK
Sun Mar 26, 2023 12:53 am
All money market funds by 7-day yield

Last post by adamhg « Sun Mar 26, 2023 12:50 am
Posted in Investing - Theory, News & General
Replies: 51
by adamhg » Mon Mar 20, 2023 12:29 am » in Investing - Theory, News & General
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2
51 Replies

8271 Views

Last post by adamhg
Sun Mar 26, 2023 12:50 am
Roth Conversion Question

Last post by FiveK « Sun Mar 26, 2023 12:49 am
Posted in Personal Investments
Replies: 6
by VVenti7401 » Sat Mar 25, 2023 10:03 pm » in Personal Investments

6 Replies

325 Views

Last post by FiveK
Sun Mar 26, 2023 12:49 am
Employer t401k was auto switched to a different fund? Please help?

Last post by Vanguard User « Sun Mar 26, 2023 12:49 am
Posted in Personal Investments
Replies: 78
by Vanguard User » Thu Mar 23, 2023 8:57 pm » in Personal Investments
1

2
78 Replies

3812 Views

Last post by Vanguard User
Sun Mar 26, 2023 12:49 am
Error at E-Trade gains and losses screen

Last post by typical.investor « Sun Mar 26, 2023 12:48 am
Posted in Personal Investments
Replies: 1
by urban » Sun Mar 26, 2023 12:42 am » in Personal Investments

1 Replies

97 Views

Last post by typical.investor
Sun Mar 26, 2023 12:48 am
What does Schwab do better than Fidelity?

Last post by manlymatt83 « Sun Mar 26, 2023 12:44 am
Posted in Personal Finance (Not Investing)
Replies: 37
by FromAto401k » Sat Mar 25, 2023 10:05 am » in Personal Finance (Not Investing)

37 Replies

2506 Views

Last post by manlymatt83
Sun Mar 26, 2023 12:44 am
New Rules for MegaBack Door?

Last post by DVMResident « Sun Mar 26, 2023 12:37 am
Posted in Personal Finance (Not Investing)
Replies: 17
by bslice » Sat Mar 25, 2023 3:08 pm » in Personal Finance (Not Investing)

17 Replies

1521 Views

Last post by DVMResident
Sun Mar 26, 2023 12:37 am
Bigger house - should we buy?

Last post by wilked « Sun Mar 26, 2023 12:37 am
Posted in Personal Finance (Not Investing)
Replies: 24
by sapien » Wed Mar 22, 2023 1:29 pm » in Personal Finance (Not Investing)

24 Replies

2798 Views

Last post by wilked
Sun Mar 26, 2023 12:37 am
Avantis ETF Filing Today

Last post by Nathan Drake « Sun Mar 26, 2023 12:32 am
Posted in Investing - Theory, News & General
Replies: 39
by Gaston » Tue Mar 21, 2023 7:13 pm » in Investing - Theory, News & General

39 Replies

3791 Views

Last post by Nathan Drake
Sun Mar 26, 2023 12:32 am
Gift tax return 709 question

Last post by johnkgan « Sun Mar 26, 2023 12:29 am
Posted in Personal Finance (Not Investing)

by johnkgan » Sun Mar 26, 2023 12:29 am » in Personal Finance (Not Investing)

0 Replies

86 Views

Last post by johnkgan
Sun Mar 26, 2023 12:29 am
Risk of being out of the market

Last post by tibbitts « Sun Mar 26, 2023 12:26 am
Posted in Investing - Theory, News & General
Replies: 53
by Stef » Wed Mar 22, 2023 1:52 am » in Investing - Theory, News & General
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53 Replies

5284 Views

Last post by tibbitts
Sun Mar 26, 2023 12:26 am
How to Claim Dependent Care FSA - Not Clear

Last post by SnowBog « Sun Mar 26, 2023 12:24 am
Posted in Personal Finance (Not Investing)
Replies: 1
by OldSport » Sat Mar 25, 2023 3:13 pm » in Personal Finance (Not Investing)

1 Replies

142 Views

Last post by SnowBog
Sun Mar 26, 2023 12:24 am
How does my employer figure the 401k match?

Last post by passive101 « Sun Mar 26, 2023 12:24 am
Posted in Personal Investments
Replies: 2
by passive101 » Sun Mar 26, 2023 12:09 am » in Personal Investments

2 Replies

161 Views

Last post by passive101
Sun Mar 26, 2023 12:24 am
Old Photo Album to iCloud??

Last post by cs412a « Sun Mar 26, 2023 12:23 am
Posted in Personal Consumer Issues
Replies: 10
by TLC1957 » Fri Mar 24, 2023 10:30 am » in Personal Consumer Issues

10 Replies

731 Views

Last post by cs412a
Sun Mar 26, 2023 12:23 am
Fidelity Account Security

Last post by VictorStarr « Sun Mar 26, 2023 12:20 am
Posted in Personal Finance (Not Investing)
Replies: 28
by JRR9000 » Tue Mar 21, 2023 6:26 pm » in Personal Finance (Not Investing)

28 Replies

2610 Views

Last post by VictorStarr
Sun Mar 26, 2023 12:20 am
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by quantAndHold « Sun Mar 26, 2023 12:19 am
Posted in Investing - Theory, News & General
Replies: 93
by Patzer » Fri Mar 24, 2023 1:04 pm » in Investing - Theory, News & General
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93 Replies

7425 Views

Last post by quantAndHold
Sun Mar 26, 2023 12:19 am
Is it time to unwind margin balance?

Last post by Raraculus « Sun Mar 26, 2023 12:09 am
Posted in Personal Investments
Replies: 7
by tcrez » Mon Mar 20, 2023 10:40 am » in Personal Investments

7 Replies

670 Views

Last post by Raraculus
Sun Mar 26, 2023 12:09 am
High Cost of HP Printer Ink

Last post by uaeebs86 « Sun Mar 26, 2023 12:06 am
Posted in Personal Consumer Issues
Replies: 10
by Leesbro63 » Sat Mar 25, 2023 5:22 pm » in Personal Consumer Issues

10 Replies

752 Views

Last post by uaeebs86
Sun Mar 26, 2023 12:06 am
Mom Moving from UBS to Fidelity / New Portfolio Allocation

Last post by WhatWillFutureHold « Sun Mar 26, 2023 12:02 am
Posted in Personal Investments
Replies: 12
by WhatWillFutureHold » Sat Mar 25, 2023 6:11 pm » in Personal Investments

12 Replies

758 Views

Last post by WhatWillFutureHold
Sun Mar 26, 2023 12:02 am
submit ?s for Bill Sharpe

Last post by tomsense76 « Sun Mar 26, 2023 12:02 am
Posted in Investing - Theory, News & General
Replies: 51
by Jon Luskin » Fri Mar 03, 2023 5:54 pm » in Investing - Theory, News & General
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2
51 Replies

4303 Views

Last post by tomsense76
Sun Mar 26, 2023 12:02 am
IRS claims I owed 6% in FUTA tax not the 0.6% I've always been paying

Last post by Golfer-- « Sun Mar 26, 2023 12:02 am
Posted in Personal Finance (Not Investing)
Replies: 9
by financeperchance » Sat Mar 25, 2023 5:59 pm » in Personal Finance (Not Investing)

9 Replies

961 Views

Last post by Golfer--
Sun Mar 26, 2023 12:02 am
Do I have to get a hybrid?

Last post by beardsicles « Sun Mar 26, 2023 12:00 am
Posted in Personal Consumer Issues
Replies: 39
by augustwest73 » Fri Mar 24, 2023 12:39 pm » in Personal Consumer Issues

39 Replies

3178 Views

Last post by beardsicles
Sun Mar 26, 2023 12:00 am
RMD as a Charitable Distribution

Last post by secondcor521 « Sat Mar 25, 2023 11:57 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by redtuna » Mon Aug 01, 2022 2:51 pm » in Personal Finance (Not Investing)

42 Replies

3149 Views

Last post by secondcor521
Sat Mar 25, 2023 11:57 pm
529 questions

Last post by Brianmcg321 « Sat Mar 25, 2023 11:47 pm
Posted in Personal Investments
Replies: 3
by Rickito » Sat Mar 25, 2023 8:53 pm » in Personal Investments

3 Replies

260 Views

Last post by Brianmcg321
Sat Mar 25, 2023 11:47 pm
At what point would you stop investing in stocks altogether?

Last post by Metsfan91 « Sat Mar 25, 2023 11:44 pm
Posted in Investing - Theory, News & General
Replies: 91
by TinyHouse » Thu Mar 23, 2023 10:44 am » in Investing - Theory, News & General
1

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91 Replies

7343 Views

Last post by Metsfan91
Sat Mar 25, 2023 11:44 pm
IRMMA appeal

Last post by chemocean « Sat Mar 25, 2023 11:37 pm
Posted in Personal Investments
Replies: 6
by jdc10909 » Sat Mar 25, 2023 9:30 pm » in Personal Investments

6 Replies

378 Views

Last post by chemocean
Sat Mar 25, 2023 11:37 pm
Which is safer? $250k cash at small online bank or $250k in MM fund at Fidelity?

Last post by Metsfan91 « Sat Mar 25, 2023 11:37 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by teelainen » Sat Mar 25, 2023 9:10 pm » in Personal Finance (Not Investing)

11 Replies

1151 Views

Last post by Metsfan91
Sat Mar 25, 2023 11:37 pm
Should I move to a state with no income tax to save on taxes?

Last post by muffins14 « Sat Mar 25, 2023 11:36 pm
Posted in Personal Finance (Not Investing)
Replies: 161
by Kandinsky » Wed Mar 15, 2023 7:47 pm » in Personal Finance (Not Investing)
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161 Replies

11798 Views

Last post by muffins14
Sat Mar 25, 2023 11:36 pm
New clothes washing machine recommendation please

Last post by twh « Sat Mar 25, 2023 11:32 pm
Posted in Personal Consumer Issues
Replies: 4
by PNW86 » Sat Mar 25, 2023 10:54 pm » in Personal Consumer Issues

4 Replies

226 Views

Last post by twh
Sat Mar 25, 2023 11:32 pm
A Little Lost... Looking For What To Do Next + Portfolio Feedback

Last post by BogleFan510 « Sat Mar 25, 2023 11:32 pm
Posted in Personal Investments
Replies: 2
by B52Runner » Sat Mar 25, 2023 10:30 pm » in Personal Investments

2 Replies

203 Views

Last post by BogleFan510
Sat Mar 25, 2023 11:32 pm
Convert 401k to IRA

Last post by Navillus1968 « Sat Mar 25, 2023 11:29 pm
Posted in Personal Investments
Replies: 9
by Retirednurse » Sat Mar 25, 2023 4:20 pm » in Personal Investments

9 Replies

564 Views

Last post by Navillus1968
Sat Mar 25, 2023 11:29 pm
Fund allocation

Last post by Johm221122 « Sat Mar 25, 2023 11:28 pm
Posted in Personal Investments
Replies: 1
by kocharking » Sat Mar 25, 2023 10:54 pm » in Personal Investments

1 Replies

93 Views

Last post by Johm221122
Sat Mar 25, 2023 11:28 pm
IRS Owes Me $7 Refund From 2020

Last post by Metsfan91 « Sat Mar 25, 2023 11:25 pm
Posted in Personal Finance (Not Investing)
Replies: 40
by Leesbro63 » Sat Mar 25, 2023 8:44 am » in Personal Finance (Not Investing)

40 Replies

2409 Views

Last post by Metsfan91
Sat Mar 25, 2023 11:25 pm
Inheriting a 529 plan

Last post by marcopolo « Sat Mar 25, 2023 11:22 pm
Posted in Personal Investments
Replies: 6
by MattB » Sat Mar 25, 2023 1:56 pm » in Personal Investments

6 Replies

454 Views

Last post by marcopolo
Sat Mar 25, 2023 11:22 pm
Investing a lump sum - is it as easy as a brokerage account

Last post by merialagos « Sat Mar 25, 2023 11:21 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by merialagos » Fri Mar 24, 2023 5:07 pm » in Personal Finance (Not Investing)

4 Replies

525 Views

Last post by merialagos
Sat Mar 25, 2023 11:21 pm
First time doing taxes - realized I accidentally over-contributed 401k

Last post by blaire951 « Sat Mar 25, 2023 11:19 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by blaire951 » Sat Mar 25, 2023 5:40 am » in Personal Finance (Not Investing)

17 Replies

1178 Views

Last post by blaire951
Sat Mar 25, 2023 11:19 pm
What are you listening to now

Last post by Nicolas « Sat Mar 25, 2023 11:12 pm
Posted in Personal Consumer Issues
Replies: 3738
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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3738 Replies

286384 Views

Last post by Nicolas
Sat Mar 25, 2023 11:12 pm
College bound son for CS [Computer Science]

Last post by Northern Flicker « Sat Mar 25, 2023 11:09 pm
Posted in Personal Consumer Issues
Replies: 126
by skibummer » Thu Mar 23, 2023 10:08 am » in Personal Consumer Issues
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126 Replies

6787 Views

Last post by Northern Flicker
Sat Mar 25, 2023 11:09 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by skierincolorado « Sat Mar 25, 2023 11:09 pm
Posted in Investing - Theory, News & General
Replies: 2394
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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2394 Replies

245226 Views

Last post by skierincolorado
Sat Mar 25, 2023 11:09 pm
Verifyle - deleting a file // getting back sensitive information

Last post by tibbitts « Sat Mar 25, 2023 11:08 pm
Posted in Personal Consumer Issues
Replies: 1
by rjbraun » Sat Mar 25, 2023 10:54 pm » in Personal Consumer Issues

1 Replies

120 Views

Last post by tibbitts
Sat Mar 25, 2023 11:08 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by Eno Deb « Sat Mar 25, 2023 11:08 pm
Posted in Personal Finance (Not Investing)
Replies: 4965
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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4965 Replies

557775 Views

Last post by Eno Deb
Sat Mar 25, 2023 11:08 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Mel Lindauer « Sat Mar 25, 2023 11:04 pm
Posted in Investing - Theory, News & General
Replies: 4804
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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4804 Replies

562319 Views

Last post by Mel Lindauer
Sat Mar 25, 2023 11:04 pm
Withdrawl rate % change midway through retirement?

Last post by Marseille07 « Sat Mar 25, 2023 11:01 pm
Posted in Personal Investments
Replies: 10
by pgreenx » Sat Mar 25, 2023 4:12 pm » in Personal Investments

10 Replies

967 Views

Last post by Marseille07
Sat Mar 25, 2023 11:01 pm
Social Security & divorced spouse question

Last post by mhalley « Sat Mar 25, 2023 10:58 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by tph090 » Sat Mar 25, 2023 11:40 am » in Personal Finance (Not Investing)

8 Replies

732 Views

Last post by mhalley
Sat Mar 25, 2023 10:58 pm

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