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Fee Only Financial Planner - PlanVision, etc?

Last post by tibbitts « Wed Dec 11, 2024 1:04 pm
Posted in Personal Investments
Replies: 5
by CC268 » Wed Dec 11, 2024 12:18 pm » in Personal Investments

5 Replies

88 Views

Last post by tibbitts
Wed Dec 11, 2024 1:04 pm
Asset Allocation - I have money all over and need to consolidate

Last post by eDiva « Wed Dec 11, 2024 1:03 pm
Posted in Personal Investments

by eDiva » Wed Dec 11, 2024 1:03 pm » in Personal Investments

0 Replies

6 Views

Last post by eDiva
Wed Dec 11, 2024 1:03 pm
paying college cost outside 529 to decrease future estate

Last post by DIFAR31 « Wed Dec 11, 2024 1:02 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Sonny62 » Wed Dec 11, 2024 12:46 pm » in Personal Finance (Not Investing)

3 Replies

58 Views

Last post by DIFAR31
Wed Dec 11, 2024 1:02 pm
Roth conversion to top of 24% bracket

Last post by Rocinante Rider « Wed Dec 11, 2024 1:01 pm
Posted in Personal Finance (Not Investing)
Replies: 57
by papiper » Tue Dec 10, 2024 7:21 am » in Personal Finance (Not Investing)
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57 Replies

2835 Views

Last post by Rocinante Rider
Wed Dec 11, 2024 1:01 pm
How to plan for potential long term care?

Last post by TN_Boy « Wed Dec 11, 2024 1:01 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by dknightd » Wed Dec 11, 2024 8:28 am » in Personal Finance (Not Investing)

28 Replies

765 Views

Last post by TN_Boy
Wed Dec 11, 2024 1:01 pm
Dump the 60/40 portfolio/ target-date funds.

Last post by Tamalak « Wed Dec 11, 2024 1:01 pm
Posted in Investing - Theory, News & General
Replies: 2
by bogles the mind » Wed Dec 11, 2024 12:53 pm » in Investing - Theory, News & General

2 Replies

84 Views

Last post by Tamalak
Wed Dec 11, 2024 1:01 pm
Master Thread for Metro Boston's Chapter

Last post by Dahlia45 « Wed Dec 11, 2024 1:00 pm
Posted in US Chapters
Replies: 518
by siamond » Thu Dec 04, 2014 9:04 pm » in US Chapters
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518 Replies

257204 Views

Last post by Dahlia45
Wed Dec 11, 2024 1:00 pm
VD closing out VFSTX

Last post by sycamore « Wed Dec 11, 2024 1:00 pm
Posted in Personal Investments
Replies: 7
by retired61 » Wed Dec 11, 2024 10:22 am » in Personal Investments

7 Replies

354 Views

Last post by sycamore
Wed Dec 11, 2024 1:00 pm
$11k bonus. student loan or ROTH?

Last post by HomeStretch « Wed Dec 11, 2024 12:59 pm
Posted in Personal Investments
Replies: 1
by Bikes4life » Wed Dec 11, 2024 12:53 pm » in Personal Investments

1 Replies

41 Views

Last post by HomeStretch
Wed Dec 11, 2024 12:59 pm
Nearing retirement. Too late for a Roth?

Last post by tomwood « Wed Dec 11, 2024 12:59 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by tomwood » Wed Dec 11, 2024 9:53 am » in Personal Finance (Not Investing)

5 Replies

298 Views

Last post by tomwood
Wed Dec 11, 2024 12:59 pm
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by Ben Mathew « Wed Dec 11, 2024 12:58 pm
Posted in Investing - Theory, News & General
Replies: 1182
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1182 Replies

309107 Views

Last post by Ben Mathew
Wed Dec 11, 2024 12:58 pm
Thoughts on bonds vs. cash

Last post by protagonist « Wed Dec 11, 2024 12:58 pm
Posted in Personal Investments
Replies: 218
by John3 » Wed Dec 04, 2024 9:40 am » in Personal Investments
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218 Replies

13467 Views

Last post by protagonist
Wed Dec 11, 2024 12:58 pm
How To Open Roth IRA for Minor Child By Working On Our Farm

Last post by MP123 « Wed Dec 11, 2024 12:58 pm
Posted in Personal Investments
Replies: 1
by SurferLife » Wed Dec 11, 2024 12:16 pm » in Personal Investments

1 Replies

67 Views

Last post by MP123
Wed Dec 11, 2024 12:58 pm
Looking back were you too conservative when purchasing the home you raised your family in?

Last post by unwitting_gulag « Wed Dec 11, 2024 12:56 pm
Posted in Personal Finance (Not Investing)
Replies: 99
by MrCastaway » Mon Dec 09, 2024 2:08 pm » in Personal Finance (Not Investing)
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99 Replies

5773 Views

Last post by unwitting_gulag
Wed Dec 11, 2024 12:56 pm
Question Wellesley vs Wellington

Last post by KEotSK66 « Wed Dec 11, 2024 12:56 pm
Posted in Personal Investments
Replies: 64
by Tool-Time » Sun Dec 26, 2021 3:06 pm » in Personal Investments
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64 Replies

10523 Views

Last post by KEotSK66
Wed Dec 11, 2024 12:56 pm
Tax treatment of Progressive Corp. Annual Dividend

Last post by sycamore « Wed Dec 11, 2024 12:55 pm
Posted in Personal Investments
Replies: 7
by peratio » Tue Dec 10, 2024 1:23 pm » in Personal Investments

7 Replies

373 Views

Last post by sycamore
Wed Dec 11, 2024 12:55 pm
FSA PSA -NIH website

Last post by stan1 « Wed Dec 11, 2024 12:55 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by AnnetteLouisan » Wed Dec 11, 2024 12:38 pm » in Personal Finance (Not Investing)

1 Replies

46 Views

Last post by stan1
Wed Dec 11, 2024 12:55 pm
Single Fund after retirement

Last post by bonesly « Wed Dec 11, 2024 12:54 pm
Posted in Personal Investments
Replies: 11
by Bigfish » Wed Dec 11, 2024 8:39 am » in Personal Investments

11 Replies

705 Views

Last post by bonesly
Wed Dec 11, 2024 12:54 pm
Deferring your first RMD

Last post by bsteiner « Wed Dec 11, 2024 12:50 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by rick51 » Wed Dec 11, 2024 5:55 am » in Personal Finance (Not Investing)

5 Replies

384 Views

Last post by bsteiner
Wed Dec 11, 2024 12:50 pm
Moderator question

Last post by BamBamBam « Wed Dec 11, 2024 12:49 pm
Posted in Personal Investments

by BamBamBam » Wed Dec 11, 2024 12:49 pm » in Personal Investments

0 Replies

44 Views

Last post by BamBamBam
Wed Dec 11, 2024 12:49 pm
Old Whole Life insurance Policy

Last post by Islandgirl80 « Wed Dec 11, 2024 12:49 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Islandgirl80 » Tue Dec 10, 2024 9:05 pm » in Personal Finance (Not Investing)

2 Replies

240 Views

Last post by Islandgirl80
Wed Dec 11, 2024 12:49 pm
Engineers - when did your yearly raise amount begin to stagnate

Last post by Normchad « Wed Dec 11, 2024 12:49 pm
Posted in Personal Finance (Not Investing)
Replies: 47
by DMB41 » Wed Dec 11, 2024 9:58 am » in Personal Finance (Not Investing)

47 Replies

1501 Views

Last post by Normchad
Wed Dec 11, 2024 12:49 pm
TIPS % recommendation?...

Last post by KEotSK66 « Wed Dec 11, 2024 12:47 pm
Posted in Personal Investments
Replies: 17
by Bill1207 » Tue Dec 10, 2024 9:01 am » in Personal Investments

17 Replies

1160 Views

Last post by KEotSK66
Wed Dec 11, 2024 12:47 pm
Can I empty mom's apartment?

Last post by FreddieFIRE « Wed Dec 11, 2024 12:47 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by Kudu » Tue Dec 10, 2024 9:40 pm » in Personal Finance (Not Investing)

28 Replies

2276 Views

Last post by FreddieFIRE
Wed Dec 11, 2024 12:47 pm
chart - time, not timing is what matters....

Last post by standard7 « Wed Dec 11, 2024 12:46 pm
Posted in Investing - Theory, News & General
Replies: 4
by standard7 » Wed Dec 11, 2024 9:06 am » in Investing - Theory, News & General

4 Replies

317 Views

Last post by standard7
Wed Dec 11, 2024 12:46 pm
Bill Bengen: We Should Market Time & Inflation is Deadly

Last post by KlangFool « Wed Dec 11, 2024 12:46 pm
Posted in Investing - Theory, News & General
Replies: 131
by Leesbro63 » Sat Dec 07, 2024 9:40 am » in Investing - Theory, News & General
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131 Replies

8996 Views

Last post by KlangFool
Wed Dec 11, 2024 12:46 pm
Vanguard to Exit Individual 401(k), Multi-SEP, and SIMPLE IRA Plans With Ascensus Deal

Last post by Professional-Yam-699 « Wed Dec 11, 2024 12:46 pm
Posted in Investing - Theory, News & General
Replies: 1671
by foolio97 » Tue Apr 16, 2024 9:30 pm » in Investing - Theory, News & General
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1671 Replies

204898 Views

Last post by Professional-Yam-699
Wed Dec 11, 2024 12:46 pm
Long box spreads

Last post by johnanglemen « Wed Dec 11, 2024 12:44 pm
Posted in Personal Investments

by johnanglemen » Wed Dec 11, 2024 12:44 pm » in Personal Investments

0 Replies

26 Views

Last post by johnanglemen
Wed Dec 11, 2024 12:44 pm
De-risking bonds as I approach retirement fund selection

Last post by bonesly « Wed Dec 11, 2024 12:43 pm
Posted in Personal Investments
Replies: 9
by WhenDoISell » Tue Dec 10, 2024 12:07 pm » in Personal Investments

9 Replies

1030 Views

Last post by bonesly
Wed Dec 11, 2024 12:43 pm
"Are Annuities a Better Fit for The Three-Fund Portfolio?

Last post by KneePartsPro « Wed Dec 11, 2024 12:42 pm
Posted in Investing - Theory, News & General
Replies: 73
by Taylor Larimore » Fri Dec 06, 2024 7:32 pm » in Investing - Theory, News & General
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73 Replies

4512 Views

Last post by KneePartsPro
Wed Dec 11, 2024 12:42 pm
An Observation About Momentum Factor Investing

Last post by Morik « Wed Dec 11, 2024 12:42 pm
Posted in Investing - Theory, News & General
Replies: 23
by Benjamin Buffett » Mon Dec 09, 2024 5:06 pm » in Investing - Theory, News & General

23 Replies

1202 Views

Last post by Morik
Wed Dec 11, 2024 12:42 pm
Vanguard funds moving opposite of expectations

Last post by rkhusky « Wed Dec 11, 2024 12:41 pm
Posted in Personal Investments
Replies: 5
by twillis » Wed Dec 11, 2024 11:52 am » in Personal Investments

5 Replies

242 Views

Last post by rkhusky
Wed Dec 11, 2024 12:41 pm
gas stoves leak gas even when off?

Last post by rich126 « Wed Dec 11, 2024 12:39 pm
Posted in Personal Consumer Issues
Replies: 67
by anoop » Tue Dec 10, 2024 1:28 am » in Personal Consumer Issues
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67 Replies

3315 Views

Last post by rich126
Wed Dec 11, 2024 12:39 pm
Errors on Vg web site while submitting Roth conversion order

Last post by rkhusky « Wed Dec 11, 2024 12:37 pm
Posted in Personal Consumer Issues
Replies: 21
by baconavocado » Tue Dec 10, 2024 1:51 pm » in Personal Consumer Issues

21 Replies

901 Views

Last post by rkhusky
Wed Dec 11, 2024 12:37 pm
COMPUTER GEEKS: Is the extra performance worth the extra money?

Last post by protagonist « Wed Dec 11, 2024 12:37 pm
Posted in Personal Consumer Issues
Replies: 63
by protagonist » Wed Dec 04, 2024 8:37 am » in Personal Consumer Issues
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63 Replies

2934 Views

Last post by protagonist
Wed Dec 11, 2024 12:37 pm
Lump sum question...

Last post by pasadena « Wed Dec 11, 2024 12:36 pm
Posted in Personal Investments
Replies: 2
by Titansub » Wed Dec 11, 2024 11:12 am » in Personal Investments

2 Replies

154 Views

Last post by pasadena
Wed Dec 11, 2024 12:36 pm
Anyone Glad they took Social Security Early?

Last post by murrays « Wed Dec 11, 2024 12:34 pm
Posted in Personal Finance (Not Investing)
Replies: 172
by LaramieWind » Tue Aug 27, 2024 3:19 pm » in Personal Finance (Not Investing)
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172 Replies

29970 Views

Last post by murrays
Wed Dec 11, 2024 12:34 pm
Shiller PE now near 39 - 2nd highest ever

Last post by Northern Flicker « Wed Dec 11, 2024 12:33 pm
Posted in Investing - Theory, News & General
Replies: 658
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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658 Replies

54272 Views

Last post by Northern Flicker
Wed Dec 11, 2024 12:33 pm
Roth Conversion - Penalty for EOY?

Last post by capran « Wed Dec 11, 2024 12:33 pm
Posted in Personal Finance (Not Investing)
Replies: 97
by MoneyIsTime » Mon Nov 18, 2024 12:23 pm » in Personal Finance (Not Investing)
1

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97 Replies

6910 Views

Last post by capran
Wed Dec 11, 2024 12:33 pm
What Book Are You Currently Reading? Part VI

Last post by protagonist « Wed Dec 11, 2024 12:30 pm
Posted in Personal Consumer Issues
Replies: 8400
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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8400 Replies

1886582 Views

Last post by protagonist
Wed Dec 11, 2024 12:30 pm
burning MP3 CD from iTunes

Last post by dknightd « Wed Dec 11, 2024 12:30 pm
Posted in Personal Consumer Issues
Replies: 22
by familythriftmd » Mon Dec 09, 2024 1:16 pm » in Personal Consumer Issues

22 Replies

946 Views

Last post by dknightd
Wed Dec 11, 2024 12:30 pm
Nightshares: "Academic research" vs the real world

Last post by Northern Flicker « Wed Dec 11, 2024 12:29 pm
Posted in Investing - Theory, News & General
Replies: 12
by nisiprius » Tue Dec 10, 2024 12:37 pm » in Investing - Theory, News & General

12 Replies

830 Views

Last post by Northern Flicker
Wed Dec 11, 2024 12:29 pm
Openbank - anyone use them?

Last post by isira « Wed Dec 11, 2024 12:26 pm
Posted in Personal Finance (Not Investing)
Replies: 53
by manlymatt83 » Sun Nov 24, 2024 6:11 pm » in Personal Finance (Not Investing)
1

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53 Replies

3130 Views

Last post by isira
Wed Dec 11, 2024 12:26 pm
Why VTI if VOO outperforms historically?

Last post by WeakOldGuy « Wed Dec 11, 2024 12:24 pm
Posted in Personal Investments
Replies: 26
by mander75 » Tue Dec 10, 2024 5:43 pm » in Personal Investments

26 Replies

2114 Views

Last post by WeakOldGuy
Wed Dec 11, 2024 12:24 pm
Please examine my plan to buy a SPIA now vs later

Last post by HotRod « Wed Dec 11, 2024 12:24 pm
Posted in Personal Investments

by HotRod » Wed Dec 11, 2024 12:24 pm » in Personal Investments

0 Replies

37 Views

Last post by HotRod
Wed Dec 11, 2024 12:24 pm
Unable to Transfer from Fidelity to Vanguard using Vanguard's website

Last post by Hot Sauce « Wed Dec 11, 2024 12:23 pm
Posted in Personal Consumer Issues
Replies: 13
by Hot Sauce » Tue Dec 10, 2024 1:07 pm » in Personal Consumer Issues

13 Replies

731 Views

Last post by Hot Sauce
Wed Dec 11, 2024 12:23 pm
[What TV Show Have You Recently Watched?]

Last post by roamingzebra « Wed Dec 11, 2024 12:17 pm
Posted in Personal Consumer Issues
Replies: 6689
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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6689 Replies

853075 Views

Last post by roamingzebra
Wed Dec 11, 2024 12:17 pm
Medicare Advantage Dramatic Premium Increase

Last post by GaryA505 « Wed Dec 11, 2024 12:17 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by retire57 » Tue Dec 10, 2024 10:16 am » in Personal Finance (Not Investing)

22 Replies

1748 Views

Last post by GaryA505
Wed Dec 11, 2024 12:17 pm
Anyone RECENTLY purchased a RAV4, ES350, NX or RX Toyota/Lexus: Prices paid?

Last post by j.click « Wed Dec 11, 2024 12:17 pm
Posted in Personal Consumer Issues
Replies: 18
by Lynx310650 » Sun Dec 08, 2024 3:41 pm » in Personal Consumer Issues

18 Replies

1957 Views

Last post by j.click
Wed Dec 11, 2024 12:17 pm
Safe retirement income plan?

Last post by bonesly « Wed Dec 11, 2024 12:16 pm
Posted in Personal Investments
Replies: 6
by AlaskaTeach » Tue Dec 10, 2024 6:26 pm » in Personal Investments

6 Replies

715 Views

Last post by bonesly
Wed Dec 11, 2024 12:16 pm

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