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Setting up a trust vs Payable on death designations - which to focus on with elderly parent?

Last post by Lee_WSP « Sat Sep 30, 2023 12:19 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by rasputin » Mon Sep 25, 2023 10:46 am » in Personal Finance (Not Investing)

18 Replies

1766 Views

Last post by Lee_WSP
Sat Sep 30, 2023 12:19 pm
The $200,000 Experiment [sitting out September]

Last post by pizzy « Sat Sep 30, 2023 12:19 pm
Posted in Personal Investments
Replies: 40
by kinless » Tue Aug 01, 2023 9:15 am » in Personal Investments

40 Replies

7316 Views

Last post by pizzy
Sat Sep 30, 2023 12:19 pm
Helping elderly parents with diminishing mental capacity

Last post by bd7 « Sat Sep 30, 2023 12:19 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by yakk0 » Fri Sep 29, 2023 10:57 pm » in Personal Finance (Not Investing)

22 Replies

1790 Views

Last post by bd7
Sat Sep 30, 2023 12:19 pm
Getting the family organized family calendar?

Last post by Toons « Sat Sep 30, 2023 12:19 pm
Posted in Personal Consumer Issues
Replies: 25
by gavinsiu » Thu Sep 28, 2023 11:34 pm » in Personal Consumer Issues

25 Replies

1500 Views

Last post by Toons
Sat Sep 30, 2023 12:19 pm
New car- four kids

Last post by Nver2Late « Sat Sep 30, 2023 12:17 pm
Posted in Personal Consumer Issues
Replies: 1
by bdylan » Sat Sep 30, 2023 11:57 am » in Personal Consumer Issues

1 Replies

63 Views

Last post by Nver2Late
Sat Sep 30, 2023 12:17 pm
Anyone use Capital One 360? Looking to move from Alliant

Last post by Toons « Sat Sep 30, 2023 12:17 pm
Posted in Personal Finance (Not Investing)
Replies: 39
by JSPECO9 » Fri Jun 02, 2023 2:01 pm » in Personal Finance (Not Investing)

39 Replies

3590 Views

Last post by Toons
Sat Sep 30, 2023 12:17 pm
Dividend Fund Provides More Income Than Bond Fund

Last post by Northern Flicker « Sat Sep 30, 2023 12:13 pm
Posted in Investing - Theory, News & General
Replies: 43
by JazzTime » Fri Sep 29, 2023 1:26 pm » in Investing - Theory, News & General

43 Replies

2789 Views

Last post by Northern Flicker
Sat Sep 30, 2023 12:13 pm
What’s So Bad About Cash (v. Buying a Bond Fund)?

Last post by Beensabu « Sat Sep 30, 2023 12:12 pm
Posted in Investing - Theory, News & General
Replies: 16
by Random Poster » Sat Sep 30, 2023 10:13 am » in Investing - Theory, News & General

16 Replies

687 Views

Last post by Beensabu
Sat Sep 30, 2023 12:12 pm
Tesla savings vs used ICE cars

Last post by TravellingTechOnFire « Sat Sep 30, 2023 12:12 pm
Posted in Personal Consumer Issues
Replies: 142
by jplee3 » Sat Sep 16, 2023 1:00 pm » in Personal Consumer Issues
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142 Replies

11841 Views

Last post by TravellingTechOnFire
Sat Sep 30, 2023 12:12 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by CraigTester « Sat Sep 30, 2023 12:11 pm
Posted in Investing - Theory, News & General
Replies: 3092
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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3092 Replies

141107 Views

Last post by CraigTester
Sat Sep 30, 2023 12:11 pm
Vocational colleges for a Mech Eng/Aero Eng major

Last post by Wannaretireearly « Sat Sep 30, 2023 12:10 pm
Posted in Personal Consumer Issues
Replies: 34
by Wannaretireearly » Fri Sep 29, 2023 7:57 pm » in Personal Consumer Issues

34 Replies

1646 Views

Last post by Wannaretireearly
Sat Sep 30, 2023 12:10 pm
Switch from Amex Gold to Chase Sapphire Reserve?

Last post by inverter « Sat Sep 30, 2023 12:10 pm
Posted in Personal Finance (Not Investing)
Replies: 35
by MtnTravel » Thu Sep 28, 2023 2:08 pm » in Personal Finance (Not Investing)

35 Replies

2400 Views

Last post by inverter
Sat Sep 30, 2023 12:10 pm
4 runner or Outback or Passport: help me decide new car

Last post by frugaltigris « Sat Sep 30, 2023 12:09 pm
Posted in Personal Consumer Issues
Replies: 21
by frugaltigris » Sat Sep 30, 2023 7:21 am » in Personal Consumer Issues

21 Replies

920 Views

Last post by frugaltigris
Sat Sep 30, 2023 12:09 pm
retirement laptop?

Last post by LadyGeek « Sat Sep 30, 2023 12:09 pm
Posted in Personal Consumer Issues
Replies: 138
by gips » Mon Sep 11, 2023 8:18 pm » in Personal Consumer Issues
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138 Replies

9629 Views

Last post by LadyGeek
Sat Sep 30, 2023 12:09 pm
Help Annette Keep Working and Not Retire

Last post by TheRoundHeadedKid « Sat Sep 30, 2023 12:09 pm
Posted in Personal Finance (Not Investing)
Replies: 449
by AnnetteLouisan » Sun Aug 20, 2023 6:55 pm » in Personal Finance (Not Investing)
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449 Replies

31503 Views

Last post by TheRoundHeadedKid
Sat Sep 30, 2023 12:09 pm
How do you determine when to automatically reinvest dividends or not?

Last post by jebmke « Sat Sep 30, 2023 12:07 pm
Posted in Personal Investments
Replies: 18
by MrCheapo » Sat Sep 30, 2023 9:54 am » in Personal Investments

18 Replies

595 Views

Last post by jebmke
Sat Sep 30, 2023 12:07 pm
Any reasons not to consolidate everything at Fidelity?

Last post by rbd789 « Sat Sep 30, 2023 12:06 pm
Posted in Personal Investments
Replies: 2
by trirod » Sat Sep 30, 2023 11:50 am » in Personal Investments

2 Replies

118 Views

Last post by rbd789
Sat Sep 30, 2023 12:06 pm
Total portfolio allocation and withdrawal (TPAW)

Last post by Ben Mathew « Sat Sep 30, 2023 12:05 pm
Posted in Investing - Theory, News & General
Replies: 401
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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401 Replies

78103 Views

Last post by Ben Mathew
Sat Sep 30, 2023 12:05 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by protagonist « Sat Sep 30, 2023 12:05 pm
Posted in Investing - Theory, News & General
Replies: 5693
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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5693 Replies

712309 Views

Last post by protagonist
Sat Sep 30, 2023 12:05 pm
What principle backs the S&P 500?

Last post by Geologist « Sat Sep 30, 2023 12:03 pm
Posted in Investing - Theory, News & General
Replies: 8
by martincmartin » Sat Sep 30, 2023 9:35 am » in Investing - Theory, News & General

8 Replies

612 Views

Last post by Geologist
Sat Sep 30, 2023 12:03 pm
Any benefits for downloading McDonald's Phone App?

Last post by rebellovw « Sat Sep 30, 2023 12:02 pm
Posted in Personal Consumer Issues
Replies: 36
by teelainen » Thu Sep 28, 2023 1:08 pm » in Personal Consumer Issues

36 Replies

2305 Views

Last post by rebellovw
Sat Sep 30, 2023 12:02 pm
Vanguard Personal Advisor Select Services - Why Use Them?

Last post by Toons « Sat Sep 30, 2023 12:02 pm
Posted in Investing - Theory, News & General
Replies: 30
by pubman » Thu Sep 28, 2023 11:54 am » in Investing - Theory, News & General

30 Replies

2304 Views

Last post by Toons
Sat Sep 30, 2023 12:02 pm
Wash sale if bought AND sold in Roth within 30 days prior to buying/selling in taxable?

Last post by evancox10 « Sat Sep 30, 2023 12:01 pm
Posted in Personal Finance (Not Investing)
Replies: 56
by Spumonip » Thu Sep 28, 2023 4:50 pm » in Personal Finance (Not Investing)
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56 Replies

2630 Views

Last post by evancox10
Sat Sep 30, 2023 12:01 pm
Personal Investment Advice

Last post by Toons « Sat Sep 30, 2023 12:00 pm
Posted in Personal Investments
Replies: 27
by Natalie20 » Sun Sep 24, 2023 8:38 pm » in Personal Investments

27 Replies

3588 Views

Last post by Toons
Sat Sep 30, 2023 12:00 pm
Medicare Questions - Supplement Plan and Part D Coverage

Last post by Toons « Sat Sep 30, 2023 11:54 am
Posted in Personal Finance (Not Investing)
Replies: 8
by OnTrack2020 » Thu Sep 28, 2023 10:00 pm » in Personal Finance (Not Investing)

8 Replies

984 Views

Last post by Toons
Sat Sep 30, 2023 11:54 am
Locking down Schwab Accounts

Last post by gavinsiu « Sat Sep 30, 2023 11:52 am
Posted in Personal Finance (Not Investing)
Replies: 14
by gavinsiu » Fri Sep 29, 2023 8:11 am » in Personal Finance (Not Investing)

14 Replies

1377 Views

Last post by gavinsiu
Sat Sep 30, 2023 11:52 am
Fidelity as a one stop shop

Last post by Eno Deb « Sat Sep 30, 2023 11:52 am
Posted in Personal Finance (Not Investing)
Replies: 5113
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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5113 Replies

713112 Views

Last post by Eno Deb
Sat Sep 30, 2023 11:52 am
[Safe Withdrawal Rate] Are you 3% and why/why not?

Last post by DangerDad « Sat Sep 30, 2023 11:47 am
Posted in Personal Investments
Replies: 143
by Heian » Wed Sep 27, 2023 9:04 pm » in Personal Investments
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143 Replies

13007 Views

Last post by DangerDad
Sat Sep 30, 2023 11:47 am
When should one move to a lower cost of living area in retirement?

Last post by muffins14 « Sat Sep 30, 2023 11:45 am
Posted in Personal Finance (Not Investing)
Replies: 75
by frose2 » Mon Sep 25, 2023 3:12 pm » in Personal Finance (Not Investing)
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75 Replies

7141 Views

Last post by muffins14
Sat Sep 30, 2023 11:45 am
Good Modern Science Fiction

Last post by chocapic « Sat Sep 30, 2023 11:44 am
Posted in Personal Consumer Issues
Replies: 727
by gatorman » Sun Sep 07, 2014 4:43 pm » in Personal Consumer Issues
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727 Replies

132405 Views

Last post by chocapic
Sat Sep 30, 2023 11:44 am
VMFXX

Last post by ruralavalon « Sat Sep 30, 2023 11:41 am
Posted in Personal Investments
Replies: 15
by joelly » Thu Sep 21, 2023 9:34 pm » in Personal Investments

15 Replies

3308 Views

Last post by ruralavalon
Sat Sep 30, 2023 11:41 am
What are you up YTD? [Year To Date]

Last post by lostdog « Sat Sep 30, 2023 11:40 am
Posted in Investing - Theory, News & General
Replies: 4907
by InvestorNewb » Tue Aug 26, 2014 10:19 am » in Investing - Theory, News & General
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4907 Replies

803549 Views

Last post by lostdog
Sat Sep 30, 2023 11:40 am
My Elderly Parents Can't Resist Answering the Phone

Last post by Sandi_k « Sat Sep 30, 2023 11:40 am
Posted in Personal Consumer Issues
Replies: 121
by PescadorPete » Sun Sep 24, 2023 5:03 pm » in Personal Consumer Issues
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121 Replies

30422 Views

Last post by Sandi_k
Sat Sep 30, 2023 11:40 am
Year 2000 vs current cycle

Last post by stocknoob4111 « Sat Sep 30, 2023 11:36 am
Posted in Investing - Theory, News & General
Replies: 9
by stocknoob4111 » Fri Sep 29, 2023 10:36 am » in Investing - Theory, News & General

9 Replies

858 Views

Last post by stocknoob4111
Sat Sep 30, 2023 11:36 am
Quicken 2019 and forward

Last post by evelynmanley « Sat Sep 30, 2023 11:35 am
Posted in Personal Finance (Not Investing)
Replies: 889
by Scorpion » Tue Nov 27, 2018 9:06 am » in Personal Finance (Not Investing)
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889 Replies

89001 Views

Last post by evelynmanley
Sat Sep 30, 2023 11:35 am
How much am I saving?

Last post by Ron Ronnerson « Sat Sep 30, 2023 11:33 am
Posted in Personal Finance (Not Investing)
Replies: 58
by LaniK1 » Thu Sep 28, 2023 12:54 am » in Personal Finance (Not Investing)
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58 Replies

5325 Views

Last post by Ron Ronnerson
Sat Sep 30, 2023 11:33 am
Inherited traditional ira was actually a roth ira ?

Last post by cashmoney « Sat Sep 30, 2023 11:32 am
Posted in Personal Finance (Not Investing)
Replies: 4
by cashmoney » Fri Sep 29, 2023 7:28 pm » in Personal Finance (Not Investing)

4 Replies

673 Views

Last post by cashmoney
Sat Sep 30, 2023 11:32 am
Concerned after newly investing in May

Last post by gavinsiu « Sat Sep 30, 2023 11:31 am
Posted in Personal Investments
Replies: 52
by Chris333 » Tue Sep 26, 2023 2:33 am » in Personal Investments
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52 Replies

5230 Views

Last post by gavinsiu
Sat Sep 30, 2023 11:31 am
What are you listening to now

Last post by novicemoney « Sat Sep 30, 2023 11:31 am
Posted in Personal Consumer Issues
Replies: 4787
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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4787 Replies

362059 Views

Last post by novicemoney
Sat Sep 30, 2023 11:31 am
Paying off debt vs investing question..(Again)

Last post by delamer « Sat Sep 30, 2023 11:31 am
Posted in Personal Investments
Replies: 7
by IWANTTORETIRENOW » Sat Sep 30, 2023 9:47 am » in Personal Investments

7 Replies

369 Views

Last post by delamer
Sat Sep 30, 2023 11:31 am
Wash Sale Question

Last post by rkhusky « Sat Sep 30, 2023 11:21 am
Posted in Personal Investments
Replies: 28
by KnowNth » Fri Sep 29, 2023 12:39 pm » in Personal Investments

28 Replies

1206 Views

Last post by rkhusky
Sat Sep 30, 2023 11:21 am
Using a brick and mortar with an internet High yields savings account

Last post by pizzy « Sat Sep 30, 2023 11:21 am
Posted in Personal Finance (Not Investing)
Replies: 13
by gavinsiu » Sun Sep 10, 2023 11:09 pm » in Personal Finance (Not Investing)

13 Replies

1219 Views

Last post by pizzy
Sat Sep 30, 2023 11:21 am
Mix and match pharmacies for lowest co-pays? (Medicare part D)

Last post by bikechuck « Sat Sep 30, 2023 11:20 am
Posted in Personal Consumer Issues
Replies: 7
by nisiprius » Sat Sep 30, 2023 6:32 am » in Personal Consumer Issues

7 Replies

416 Views

Last post by bikechuck
Sat Sep 30, 2023 11:20 am
Craig Wear CFP

Last post by mikegerard « Sat Sep 30, 2023 11:12 am
Posted in Personal Investments
Replies: 50
by superbobbyg » Sat Nov 28, 2020 8:38 am » in Personal Investments
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50 Replies

10559 Views

Last post by mikegerard
Sat Sep 30, 2023 11:12 am
Long real recovery periods for stocks

Last post by Nathan Drake « Sat Sep 30, 2023 11:11 am
Posted in Investing - Theory, News & General
Replies: 160
by txaggie » Sun Sep 24, 2023 12:19 am » in Investing - Theory, News & General
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160 Replies

12194 Views

Last post by Nathan Drake
Sat Sep 30, 2023 11:11 am
Financially Prudent / Practical to Fix Cosmetic Car Damage?

Last post by livesoft « Sat Sep 30, 2023 11:09 am
Posted in Personal Finance (Not Investing)
Replies: 10
by d18lover » Sat Sep 30, 2023 12:49 am » in Personal Finance (Not Investing)

10 Replies

883 Views

Last post by livesoft
Sat Sep 30, 2023 11:09 am
breakeven point for paying off 3.75% loan vs no-risk investment

Last post by lakpr « Sat Sep 30, 2023 10:49 am
Posted in Personal Investments
Replies: 16
by Banjoy » Wed Sep 27, 2023 8:07 pm » in Personal Investments

16 Replies

1980 Views

Last post by lakpr
Sat Sep 30, 2023 10:49 am
TD bank as all in one bank?

Last post by Blue456 « Sat Sep 30, 2023 10:49 am
Posted in Personal Consumer Issues
Replies: 10
by Blue456 » Wed Sep 27, 2023 10:01 am » in Personal Consumer Issues

10 Replies

1172 Views

Last post by Blue456
Sat Sep 30, 2023 10:49 am
iShares iBonds question

Last post by jvini « Sat Sep 30, 2023 10:47 am
Posted in Personal Investments
Replies: 19
by jvini » Mon Sep 25, 2023 1:06 pm » in Personal Investments

19 Replies

447 Views

Last post by jvini
Sat Sep 30, 2023 10:47 am
Now that long TIPS have surged past 2.25% I will…

Last post by protagonist « Sat Sep 30, 2023 10:43 am
Posted in Investing - Theory, News & General
Replies: 1389
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1389 Replies

160807 Views

Last post by protagonist
Sat Sep 30, 2023 10:43 am

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