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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

692 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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51 Replies

4261 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

852 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

3099 Views

Last post by beardsicles
Sun Mar 26, 2023 12:00 am
WSJ article on retiring with less than $1 million

Last post by 22twain « Sat Mar 25, 2023 11:59 pm
Posted in Investing - Theory, News & General
Replies: 121
by egri » Fri Mar 24, 2023 4:57 am » in Investing - Theory, News & General
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121 Replies

13064 Views

Last post by 22twain
Sat Mar 25, 2023 11:59 pm
Worth joining credit union just for car loan?

Last post by Metsfan91 « Sat Mar 25, 2023 11:58 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by 28fe6 » Sat Mar 25, 2023 11:49 am » in Personal Finance (Not Investing)

14 Replies

732 Views

Last post by Metsfan91
Sat Mar 25, 2023 11:58 pm
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

3123 Views

Last post by secondcor521
Sat Mar 25, 2023 11:57 pm
Avantis ETF Filing Today

Last post by impatientInv « Sat Mar 25, 2023 11:55 pm
Posted in Investing - Theory, News & General
Replies: 37
by Gaston » Tue Mar 21, 2023 7:13 pm » in Investing - Theory, News & General

37 Replies

3609 Views

Last post by impatientInv
Sat Mar 25, 2023 11:55 pm
Employer t401k was auto switched to a different fund? Please help?

Last post by CyclingDuo « Sat Mar 25, 2023 11:54 pm
Posted in Personal Investments
Replies: 77
by Vanguard User » Thu Mar 23, 2023 8:57 pm » in Personal Investments
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77 Replies

3732 Views

Last post by CyclingDuo
Sat Mar 25, 2023 11:54 pm
New Rules for MegaBack Door?

Last post by MrJones « Sat Mar 25, 2023 11:47 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by bslice » Sat Mar 25, 2023 3:08 pm » in Personal Finance (Not Investing)

16 Replies

1360 Views

Last post by MrJones
Sat Mar 25, 2023 11:47 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

214 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
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91 Replies

7267 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

347 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

1041 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: 162
by Kandinsky » Wed Mar 15, 2023 7:47 pm » in Personal Finance (Not Investing)
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162 Replies

11737 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

185 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

153 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

543 Views

Last post by Navillus1968
Sat Mar 25, 2023 11:29 pm
Roth Conversion Question

Last post by VVenti7401 « Sat Mar 25, 2023 11:28 pm
Posted in Personal Investments
Replies: 4
by VVenti7401 » Sat Mar 25, 2023 10:03 pm » in Personal Investments

4 Replies

213 Views

Last post by VVenti7401
Sat Mar 25, 2023 11:28 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

70 Views

Last post by Johm221122
Sat Mar 25, 2023 11:28 pm
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by marcopolo « Sat Mar 25, 2023 11:27 pm
Posted in Investing - Theory, News & General
Replies: 91
by Patzer » Fri Mar 24, 2023 1:04 pm » in Investing - Theory, News & General
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91 Replies

7209 Views

Last post by marcopolo
Sat Mar 25, 2023 11:27 pm
What does Schwab do better than Fidelity?

Last post by BogleFan510 « Sat Mar 25, 2023 11:26 pm
Posted in Personal Finance (Not Investing)
Replies: 35
by FromAto401k » Sat Mar 25, 2023 10:05 am » in Personal Finance (Not Investing)

35 Replies

2288 Views

Last post by BogleFan510
Sat Mar 25, 2023 11:26 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

2371 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

428 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

503 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

1151 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

286370 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

6732 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

245211 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

103 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

557745 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

562258 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

921 Views

Last post by Marseille07
Sat Mar 25, 2023 11:01 pm
Risk of being out of the market

Last post by snowday2022 « Sat Mar 25, 2023 11:01 pm
Posted in Investing - Theory, News & General
Replies: 52
by Stef » Wed Mar 22, 2023 1:52 am » in Investing - Theory, News & General
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52 Replies

5144 Views

Last post by snowday2022
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

706 Views

Last post by mhalley
Sat Mar 25, 2023 10:58 pm
Dividends on Company stock in 401K

Last post by seanbaby « Sat Mar 25, 2023 10:57 pm
Posted in Personal Investments
Replies: 10
by seanbaby » Sat Mar 25, 2023 5:52 pm » in Personal Investments

10 Replies

460 Views

Last post by seanbaby
Sat Mar 25, 2023 10:57 pm
Increasing Number of FEHB "Advantage" Plans

Last post by tj « Sat Mar 25, 2023 10:53 pm
Posted in Personal Consumer Issues
Replies: 21
by tallguy3891 » Wed Oct 05, 2022 10:52 am » in Personal Consumer Issues

21 Replies

1708 Views

Last post by tj
Sat Mar 25, 2023 10:53 pm
New Car Sanity Check - 50-90k

Last post by Journeyman510 « Sat Mar 25, 2023 10:50 pm
Posted in Personal Consumer Issues
Replies: 40
by ExtraLegRoom » Thu Mar 23, 2023 1:02 pm » in Personal Consumer Issues

40 Replies

4103 Views

Last post by Journeyman510
Sat Mar 25, 2023 10:50 pm
At the risk of provoking ire, could this be the 1% case? [Life insurance]

Last post by zie « Sat Mar 25, 2023 10:36 pm
Posted in Personal Finance (Not Investing)
Replies: 56
by VanguardInvestor1972 » Sun Mar 19, 2023 5:51 pm » in Personal Finance (Not Investing)
1

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56 Replies

4140 Views

Last post by zie
Sat Mar 25, 2023 10:36 pm
Bogleheads and ChatGPT

Last post by Mudpuppy « Sat Mar 25, 2023 10:32 pm
Posted in Forum Issues and Administration
Replies: 150
by HockeyFan99 » Thu Dec 22, 2022 5:51 am » in Forum Issues and Administration
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150 Replies

13534 Views

Last post by Mudpuppy
Sat Mar 25, 2023 10:32 pm
Mileage deduction question

Last post by fyre4ce « Sat Mar 25, 2023 10:32 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Wanderlust2022 » Fri Mar 24, 2023 11:23 pm » in Personal Finance (Not Investing)

17 Replies

835 Views

Last post by fyre4ce
Sat Mar 25, 2023 10:32 pm
Likely Stupid Question regarding TIPS bond purchase

Last post by miket29 « Sat Mar 25, 2023 10:15 pm
Posted in Personal Investments
Replies: 3
by coachd50 » Thu Mar 23, 2023 8:51 pm » in Personal Investments

3 Replies

581 Views

Last post by miket29
Sat Mar 25, 2023 10:15 pm
Malware Hacks using browser cookies that bypasses 2fa

Last post by Independent George « Sat Mar 25, 2023 10:14 pm
Posted in Personal Consumer Issues
Replies: 6
by gavinsiu » Sat Mar 25, 2023 9:46 am » in Personal Consumer Issues

6 Replies

816 Views

Last post by Independent George
Sat Mar 25, 2023 10:14 pm
Elections

Last post by ClaycordJCA « Sat Mar 25, 2023 10:14 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by vk22 » Sat Mar 25, 2023 9:14 pm » in Personal Finance (Not Investing)

6 Replies

487 Views

Last post by ClaycordJCA
Sat Mar 25, 2023 10:14 pm
Opening new retirement account - what type of account?

Last post by placeholder « Sat Mar 25, 2023 10:13 pm
Posted in Personal Investments
Replies: 16
by GaryA505 » Sat Mar 25, 2023 3:14 pm » in Personal Investments

16 Replies

763 Views

Last post by placeholder
Sat Mar 25, 2023 10:13 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by the_wiki « Sat Mar 25, 2023 10:12 pm
Posted in Investing - Theory, News & General
Replies: 5038
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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5038 Replies

754708 Views

Last post by the_wiki
Sat Mar 25, 2023 10:12 pm
Trading Treasuries (nominal and TIPS)

Last post by Kevin M « Sat Mar 25, 2023 10:08 pm
Posted in Investing - Theory, News & General
Replies: 2494
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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2494 Replies

224004 Views

Last post by Kevin M
Sat Mar 25, 2023 10:08 pm
a "business" was filed using my home address, what's the scam?

Last post by Samosa22 « Sat Mar 25, 2023 10:07 pm
Posted in Personal Consumer Issues
Replies: 19
by sunsetting101 » Wed Feb 08, 2023 7:46 pm » in Personal Consumer Issues

19 Replies

3327 Views

Last post by Samosa22
Sat Mar 25, 2023 10:07 pm
Should I make some basic investments and refine the details later?

Last post by placeholder « Sat Mar 25, 2023 10:07 pm
Posted in Personal Investments
Replies: 1
by Rom » Sat Mar 25, 2023 9:20 pm » in Personal Investments

1 Replies

172 Views

Last post by placeholder
Sat Mar 25, 2023 10:07 pm
Help With What More Can / Should I do???

Last post by VVenti7401 « Sat Mar 25, 2023 9:55 pm
Posted in Personal Investments
Replies: 7
by VVenti7401 » Sat Mar 25, 2023 12:06 am » in Personal Investments

7 Replies

857 Views

Last post by VVenti7401
Sat Mar 25, 2023 9:55 pm

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