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Upcoming life milestones and talking to a financial / tax planner

Last post by NYInvestor15 « Wed Oct 04, 2023 12:36 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by NYInvestor15 » Mon Oct 02, 2023 9:48 pm » in Personal Finance (Not Investing)

19 Replies

1239 Views

Last post by NYInvestor15
Wed Oct 04, 2023 12:36 pm
I-Bonds interest rate starting Nov 1, 2023

Last post by Namashkar « Wed Oct 04, 2023 12:36 pm
Posted in Personal Investments
Replies: 3
by Namashkar » Wed Oct 04, 2023 12:24 pm » in Personal Investments

3 Replies

130 Views

Last post by Namashkar
Wed Oct 04, 2023 12:36 pm
BND exceeding my patience - need something different

Last post by lostdog « Wed Oct 04, 2023 12:35 pm
Posted in Personal Investments
Replies: 137
by daacrusher2001 » Mon Oct 02, 2023 2:47 pm » in Personal Investments
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137 Replies

10151 Views

Last post by lostdog
Wed Oct 04, 2023 12:35 pm
iPhone 13 Mini - Any User Feedback?

Last post by ruanddu « Wed Oct 04, 2023 12:35 pm
Posted in Personal Consumer Issues
Replies: 36
by ruanddu » Sat Sep 30, 2023 1:48 pm » in Personal Consumer Issues

36 Replies

2768 Views

Last post by ruanddu
Wed Oct 04, 2023 12:35 pm
Dividend Fund Provides More Income Than Bond Fund

Last post by rkhusky « Wed Oct 04, 2023 12:35 pm
Posted in Investing - Theory, News & General
Replies: 95
by JazzTime » Fri Sep 29, 2023 1:26 pm » in Investing - Theory, News & General
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95 Replies

7323 Views

Last post by rkhusky
Wed Oct 04, 2023 12:35 pm
Now that long TIPS have pushed past 2.50% I will…

Last post by watchnerd « Wed Oct 04, 2023 12:34 pm
Posted in Investing - Theory, News & General
Replies: 1559
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1559 Replies

173958 Views

Last post by watchnerd
Wed Oct 04, 2023 12:34 pm
Fidelity as a one stop shop

Last post by occambogle « Wed Oct 04, 2023 12:34 pm
Posted in Personal Finance (Not Investing)
Replies: 5152
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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5152 Replies

717685 Views

Last post by occambogle
Wed Oct 04, 2023 12:34 pm
Experiences of buying used Teslas from Tesla themselves?

Last post by harikaried « Wed Oct 04, 2023 12:32 pm
Posted in Personal Consumer Issues
Replies: 10
by Toboso_Boy » Sun Oct 01, 2023 5:45 am » in Personal Consumer Issues

10 Replies

1450 Views

Last post by harikaried
Wed Oct 04, 2023 12:32 pm
Are individual bonds actually less risky than bond funds?

Last post by JonFund « Wed Oct 04, 2023 12:32 pm
Posted in Investing - Theory, News & General
Replies: 18
by barnaby444 » Wed Oct 04, 2023 11:05 am » in Investing - Theory, News & General

18 Replies

529 Views

Last post by JonFund
Wed Oct 04, 2023 12:32 pm
Figuring out what amount of TIPs to purchase?

Last post by sycamore « Wed Oct 04, 2023 12:32 pm
Posted in Investing - Theory, News & General
Replies: 5
by RationalWalk » Wed Oct 04, 2023 10:54 am » in Investing - Theory, News & General

5 Replies

219 Views

Last post by sycamore
Wed Oct 04, 2023 12:32 pm
Should I give up on college?

Last post by bikechuck « Wed Oct 04, 2023 12:31 pm
Posted in Personal Consumer Issues
Replies: 51
by Impulsebuyking » Tue Oct 03, 2023 8:34 pm » in Personal Consumer Issues
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51 Replies

2959 Views

Last post by bikechuck
Wed Oct 04, 2023 12:31 pm
[Safe Withdrawal Rate] Are you 3% and why/why not?

Last post by Leesbro63 « Wed Oct 04, 2023 12:29 pm
Posted in Personal Investments
Replies: 221
by Heian » Wed Sep 27, 2023 9:04 pm » in Personal Investments
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221 Replies

19419 Views

Last post by Leesbro63
Wed Oct 04, 2023 12:29 pm
Lum sum payment of pension plan

Last post by RetiredAL « Wed Oct 04, 2023 12:28 pm
Posted in Personal Investments
Replies: 24
by positive » Mon Oct 02, 2023 9:28 pm » in Personal Investments

24 Replies

1545 Views

Last post by RetiredAL
Wed Oct 04, 2023 12:28 pm
What are you listening to now

Last post by AlohaBill « Wed Oct 04, 2023 12:25 pm
Posted in Personal Consumer Issues
Replies: 4826
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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4826 Replies

364730 Views

Last post by AlohaBill
Wed Oct 04, 2023 12:25 pm
Longest periods of zero real returns on typical portfolios

Last post by abc132 « Wed Oct 04, 2023 12:22 pm
Posted in Investing - Theory, News & General
Replies: 16
by Phyneas » Tue Oct 03, 2023 1:52 pm » in Investing - Theory, News & General

16 Replies

1688 Views

Last post by abc132
Wed Oct 04, 2023 12:22 pm
20 - 25 times annual income retirement planning

Last post by tennisplyr « Wed Oct 04, 2023 12:22 pm
Posted in Personal Investments
Replies: 22
by conservativeX2 » Mon Oct 02, 2023 10:17 am » in Personal Investments

22 Replies

3050 Views

Last post by tennisplyr
Wed Oct 04, 2023 12:22 pm
Bonds vs Cash?

Last post by retired@50 « Wed Oct 04, 2023 12:22 pm
Posted in Personal Investments
Replies: 4
by cubfan » Wed Oct 04, 2023 12:02 pm » in Personal Investments

4 Replies

146 Views

Last post by retired@50
Wed Oct 04, 2023 12:22 pm
Long Term Care - would you recommend this policy?

Last post by bsteiner « Wed Oct 04, 2023 12:21 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by lostinjersey » Tue Oct 03, 2023 1:47 pm » in Personal Finance (Not Investing)

9 Replies

872 Views

Last post by bsteiner
Wed Oct 04, 2023 12:21 pm
Dividend Fund Overperforming but Bound to Crash?

Last post by macd42389 « Wed Oct 04, 2023 12:20 pm
Posted in Personal Investments
Replies: 7
by macd42389 » Wed Oct 04, 2023 9:50 am » in Personal Investments

7 Replies

332 Views

Last post by macd42389
Wed Oct 04, 2023 12:20 pm
Long Treasuries down 55%. Time to bottom fish?

Last post by abc132 « Wed Oct 04, 2023 12:19 pm
Posted in Investing - Theory, News & General
Replies: 308
by McQ » Fri Oct 21, 2022 11:58 am » in Investing - Theory, News & General
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308 Replies

35725 Views

Last post by abc132
Wed Oct 04, 2023 12:19 pm
Hybrid or non-hybrid vehicle?

Last post by cmr79 « Wed Oct 04, 2023 12:18 pm
Posted in Personal Consumer Issues
Replies: 42
by mymoneyresearch » Mon Oct 02, 2023 1:27 pm » in Personal Consumer Issues

42 Replies

2719 Views

Last post by cmr79
Wed Oct 04, 2023 12:18 pm
Unsure about how Fidelity Cash Management works

Last post by Chuckles960 « Wed Oct 04, 2023 12:15 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by drr1099 » Sat Mar 11, 2023 7:47 pm » in Personal Finance (Not Investing)

32 Replies

5419 Views

Last post by Chuckles960
Wed Oct 04, 2023 12:15 pm
Is there a way to tell what risk of default is priced into bonds?

Last post by DonIce « Wed Oct 04, 2023 12:15 pm
Posted in Investing - Theory, News & General

by DonIce » Wed Oct 04, 2023 12:15 pm » in Investing - Theory, News & General

0 Replies

32 Views

Last post by DonIce
Wed Oct 04, 2023 12:15 pm
Help me understand yield to maturity in bond funds

Last post by crefwatch « Wed Oct 04, 2023 12:13 pm
Posted in Personal Investments
Replies: 4
by cbs2002 » Wed Oct 04, 2023 11:21 am » in Personal Investments

4 Replies

178 Views

Last post by crefwatch
Wed Oct 04, 2023 12:13 pm
SDFCU experiences?

Last post by occambogle « Wed Oct 04, 2023 12:13 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by occambogle » Tue Oct 03, 2023 10:15 pm » in Personal Finance (Not Investing)

7 Replies

532 Views

Last post by occambogle
Wed Oct 04, 2023 12:13 pm
BJ's optical? BJ's as alternative to Costco generally?

Last post by wolf359 « Wed Oct 04, 2023 12:13 pm
Posted in Personal Consumer Issues
Replies: 2
by nisiprius » Wed Oct 04, 2023 11:22 am » in Personal Consumer Issues

2 Replies

143 Views

Last post by wolf359
Wed Oct 04, 2023 12:13 pm
Transfer on Death TOD documents instead of a Will

Last post by SwissCoffee « Wed Oct 04, 2023 12:10 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by SwissCoffee » Sun Oct 01, 2023 10:27 pm » in Personal Finance (Not Investing)

24 Replies

2641 Views

Last post by SwissCoffee
Wed Oct 04, 2023 12:10 pm
Questions on rebalancing 401(k) and temporarily moving to sidelines

Last post by Kenkat « Wed Oct 04, 2023 12:10 pm
Posted in Personal Investments
Replies: 49
by fingoals » Mon Oct 02, 2023 8:05 pm » in Personal Investments

49 Replies

2136 Views

Last post by Kenkat
Wed Oct 04, 2023 12:10 pm
How much do you spend a month on food?

Last post by Ivygirl « Wed Oct 04, 2023 12:09 pm
Posted in Personal Finance (Not Investing)
Replies: 115
by southwest_stacker » Tue Oct 03, 2023 12:56 pm » in Personal Finance (Not Investing)
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115 Replies

5267 Views

Last post by Ivygirl
Wed Oct 04, 2023 12:09 pm
How lower can TLT drop from here? [iShares 20+ Year Treasury Bond ETF]

Last post by Northern Flicker « Wed Oct 04, 2023 12:06 pm
Posted in Investing - Theory, News & General
Replies: 58
by dimbmw » Tue Oct 03, 2023 11:35 am » in Investing - Theory, News & General
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58 Replies

3284 Views

Last post by Northern Flicker
Wed Oct 04, 2023 12:06 pm
LifeStrategy Funds

Last post by Mike Scott « Wed Oct 04, 2023 12:05 pm
Posted in Personal Investments
Replies: 3
by 4thand11 » Wed Oct 04, 2023 11:26 am » in Personal Investments

3 Replies

203 Views

Last post by Mike Scott
Wed Oct 04, 2023 12:05 pm
Health insurance for globally mobile folks ? UK India etc

Last post by Chuckles960 « Wed Oct 04, 2023 12:05 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by bluejeansman » Tue Oct 03, 2023 11:02 am » in Personal Finance (Not Investing)

6 Replies

456 Views

Last post by Chuckles960
Wed Oct 04, 2023 12:05 pm
Life annuity - my two big concerns

Last post by TipsQuestions « Wed Oct 04, 2023 12:01 pm
Posted in Investing - Theory, News & General
Replies: 9
by RationalWalk » Wed Oct 04, 2023 11:15 am » in Investing - Theory, News & General

9 Replies

278 Views

Last post by TipsQuestions
Wed Oct 04, 2023 12:01 pm
[On-going Scams - Post them here]

Last post by Fallible « Wed Oct 04, 2023 11:56 am
Posted in Personal Consumer Issues
Replies: 1152
by ketanco » Thu Mar 28, 2019 12:51 pm » in Personal Consumer Issues
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1152 Replies

118769 Views

Last post by Fallible
Wed Oct 04, 2023 11:56 am
help me figure out the math for when my mortgage will be paid off

Last post by bberris « Wed Oct 04, 2023 11:56 am
Posted in Personal Investments
Replies: 9
by Raspberry-503 » Wed Oct 04, 2023 11:05 am » in Personal Investments

9 Replies

280 Views

Last post by bberris
Wed Oct 04, 2023 11:56 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

1498 Views

Last post by marcopolo
Wed Oct 04, 2023 11:53 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

154 Views

Last post by crefwatch
Wed Oct 04, 2023 11:52 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

195 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

2705 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

101 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

58 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

14633 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

1070 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

508 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

905911 Views

Last post by Gene2001
Wed Oct 04, 2023 11:47 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

657 Views

Last post by the_wiki
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

1561981 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

364 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

169 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

476 Views

Last post by Soaker
Wed Oct 04, 2023 11:39 am

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