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USCCB’s Socially Responsible Investment Guidelines

Last post by Horton « Wed Mar 22, 2023 2:56 pm
Posted in Investing - Theory, News & General

by Horton » Wed Mar 22, 2023 2:56 pm » in Investing - Theory, News & General

0 Replies

39 Views

Last post by Horton
Wed Mar 22, 2023 2:56 pm
Defined Benefit Plan Investing

Last post by MariamQ « Wed Mar 22, 2023 2:37 pm
Posted in Personal Investments

by MariamQ » Wed Mar 22, 2023 2:37 pm » in Personal Investments

0 Replies

58 Views

Last post by MariamQ
Wed Mar 22, 2023 2:37 pm
Bigger house - should we buy?

Last post by sapien « Wed Mar 22, 2023 1:29 pm
Posted in Personal Finance (Not Investing)

by sapien » Wed Mar 22, 2023 1:29 pm » in Personal Finance (Not Investing)

0 Replies

19 Views

Last post by sapien
Wed Mar 22, 2023 1:29 pm
ThinkAdvisor article on IRS guidance for 2023 IRA RMDs- SECURE ACT 2.0

Last post by Navillus1968 « Wed Mar 22, 2023 1:07 pm
Posted in Personal Investments

by Navillus1968 » Wed Mar 22, 2023 1:07 pm » in Personal Investments

0 Replies

85 Views

Last post by Navillus1968
Wed Mar 22, 2023 1:07 pm
California residents 2022 tax deadline for Solo 401k contributions

Last post by tobyfries « Wed Mar 22, 2023 11:23 am
Posted in Personal Finance (Not Investing)

by tobyfries » Wed Mar 22, 2023 11:23 am » in Personal Finance (Not Investing)

0 Replies

71 Views

Last post by tobyfries
Wed Mar 22, 2023 11:23 am
INVEST for Amex by Vanguard & "Personal Advisor"

Last post by DONZI « Wed Mar 22, 2023 4:59 am
Posted in Personal Investments

by DONZI » Wed Mar 22, 2023 4:59 am » in Personal Investments

0 Replies

247 Views

Last post by DONZI
Wed Mar 22, 2023 4:59 am
Nice Article For Windows 10 File History Back Up Users

Last post by ubermax « Tue Mar 21, 2023 10:37 am
Posted in Personal Consumer Issues

by ubermax » Tue Mar 21, 2023 10:37 am » in Personal Consumer Issues

0 Replies

144 Views

Last post by ubermax
Tue Mar 21, 2023 10:37 am
Is Peloton defaulting on Second Amended and Restated Credit Agreement?

Last post by minorityreportc « Mon Mar 20, 2023 7:22 pm
Posted in Investing - Theory, News & General

by minorityreportc » Mon Mar 20, 2023 7:22 pm » in Investing - Theory, News & General

0 Replies

238 Views

Last post by minorityreportc
Mon Mar 20, 2023 7:22 pm
Preferred Mutual Funds and ETFs

Last post by AMG79 « Mon Mar 20, 2023 7:36 am
Posted in Investing - Theory, News & General

by AMG79 » Mon Mar 20, 2023 7:36 am » in Investing - Theory, News & General

0 Replies

208 Views

Last post by AMG79
Mon Mar 20, 2023 7:36 am
Pennsylvania non-resident tax withheld / taxact.com

Last post by adr314159 « Sun Mar 19, 2023 2:49 pm
Posted in Personal Finance (Not Investing)

by adr314159 » Sun Mar 19, 2023 2:49 pm » in Personal Finance (Not Investing)

0 Replies

86 Views

Last post by adr314159
Sun Mar 19, 2023 2:49 pm
PBGC Max Monthly Guarantee for 100% Jt and Survivor Pension

Last post by Austhuds « Sun Mar 19, 2023 2:44 pm
Posted in Personal Finance (Not Investing)

by Austhuds » Sun Mar 19, 2023 2:44 pm » in Personal Finance (Not Investing)

0 Replies

126 Views

Last post by Austhuds
Sun Mar 19, 2023 2:44 pm
Question about being dual tax resident US/UK

Last post by JHart « Sat Mar 18, 2023 9:35 am
Posted in Personal Finance (Not Investing)

by JHart » Sat Mar 18, 2023 9:35 am » in Personal Finance (Not Investing)

0 Replies

98 Views

Last post by JHart
Sat Mar 18, 2023 9:35 am
HSA Brokerage for Ex-American in Canada

Last post by mrken « Fri Mar 17, 2023 9:02 pm
Posted in Non-US Investing

by mrken » Fri Mar 17, 2023 9:02 pm » in Non-US Investing

0 Replies

240 Views

Last post by mrken
Fri Mar 17, 2023 9:02 pm
Taxable LLC Distribution

Last post by LakeNormanRob « Fri Mar 17, 2023 2:59 pm
Posted in Personal Finance (Not Investing)

by LakeNormanRob » Fri Mar 17, 2023 2:59 pm » in Personal Finance (Not Investing)

0 Replies

96 Views

Last post by LakeNormanRob
Fri Mar 17, 2023 2:59 pm
Writing Qualified Covered Call for Tax Arbitrage

Last post by Nanicolle « Fri Mar 17, 2023 1:32 am
Posted in Personal Investments

by Nanicolle » Fri Mar 17, 2023 1:32 am » in Personal Investments

0 Replies

98 Views

Last post by Nanicolle
Fri Mar 17, 2023 1:32 am
TurboTax making me review all option sales

Last post by chinchin « Thu Mar 16, 2023 11:58 pm
Posted in Personal Finance (Not Investing)

by chinchin » Thu Mar 16, 2023 11:58 pm » in Personal Finance (Not Investing)

0 Replies

181 Views

Last post by chinchin
Thu Mar 16, 2023 11:58 pm
New FEHB Options for Annuitants Coming?

Last post by tallguy3891 « Thu Mar 16, 2023 2:45 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Thu Mar 16, 2023 2:45 pm » in Personal Finance (Not Investing)

0 Replies

181 Views

Last post by tallguy3891
Thu Mar 16, 2023 2:45 pm
Help Needed to Understand Corporate Bonds

Last post by BellaBear « Thu Mar 16, 2023 9:40 am
Posted in Personal Investments

by BellaBear » Thu Mar 16, 2023 9:40 am » in Personal Investments

0 Replies

169 Views

Last post by BellaBear
Thu Mar 16, 2023 9:40 am
CDBG Grant in Cal [Community Development Block Grant]

Last post by Hern410 « Thu Mar 16, 2023 1:59 am
Posted in Personal Finance (Not Investing)

by Hern410 » Thu Mar 16, 2023 1:59 am » in Personal Finance (Not Investing)

0 Replies

59 Views

Last post by Hern410
Thu Mar 16, 2023 1:59 am
"How to Choose Funds for Your IRA"

Last post by Taylor Larimore « Wed Mar 15, 2023 1:59 pm
Posted in Investing - Theory, News & General

by Taylor Larimore » Wed Mar 15, 2023 1:59 pm » in Investing - Theory, News & General

0 Replies

293 Views

Last post by Taylor Larimore
Wed Mar 15, 2023 1:59 pm
529 (or Ed IRA) to 529 rollover? I got some questions

Last post by privateID « Wed Mar 15, 2023 10:06 am
Posted in Personal Investments

by privateID » Wed Mar 15, 2023 10:06 am » in Personal Investments

0 Replies

114 Views

Last post by privateID
Wed Mar 15, 2023 10:06 am
Worth it to employ spouse to enable SEP contributions?

Last post by Freeadvice « Wed Mar 15, 2023 9:17 am
Posted in Investing - Theory, News & General

by Freeadvice » Wed Mar 15, 2023 9:17 am » in Investing - Theory, News & General

0 Replies

166 Views

Last post by Freeadvice
Wed Mar 15, 2023 9:17 am
NJ Shared Responsibility Payments

Last post by mggray17 « Wed Mar 15, 2023 9:06 am
Posted in Personal Finance (Not Investing)

by mggray17 » Wed Mar 15, 2023 9:06 am » in Personal Finance (Not Investing)

0 Replies

132 Views

Last post by mggray17
Wed Mar 15, 2023 9:06 am
The “4% rule” with annuities (and/or bond ladders)

Last post by StillGoing « Wed Mar 15, 2023 6:31 am
Posted in Investing - Theory, News & General

by StillGoing » Wed Mar 15, 2023 6:31 am » in Investing - Theory, News & General

0 Replies

282 Views

Last post by StillGoing
Wed Mar 15, 2023 6:31 am
Vanguard reit yield and adjusted yield

Last post by grok87 « Wed Mar 15, 2023 5:54 am
Posted in Investing - Theory, News & General

by grok87 » Wed Mar 15, 2023 5:54 am » in Investing - Theory, News & General

0 Replies

234 Views

Last post by grok87
Wed Mar 15, 2023 5:54 am
New Simple Ira questions

Last post by JohnTh « Tue Mar 14, 2023 5:44 pm
Posted in Personal Finance (Not Investing)

by JohnTh » Tue Mar 14, 2023 5:44 pm » in Personal Finance (Not Investing)

0 Replies

124 Views

Last post by JohnTh
Tue Mar 14, 2023 5:44 pm
AirTag sound questions

Last post by FB01 « Tue Mar 14, 2023 12:47 pm
Posted in Personal Consumer Issues

by FB01 » Tue Mar 14, 2023 12:47 pm » in Personal Consumer Issues

0 Replies

178 Views

Last post by FB01
Tue Mar 14, 2023 12:47 pm
Over-contribution to Roth IRA in 2021 and Filing a 5329

Last post by Lana2016 « Mon Mar 13, 2023 8:43 pm
Posted in Personal Finance (Not Investing)

by Lana2016 » Mon Mar 13, 2023 8:43 pm » in Personal Finance (Not Investing)

0 Replies

118 Views

Last post by Lana2016
Mon Mar 13, 2023 8:43 pm
Gold ETF (IAU) cost basis adjustment for expenses

Last post by DataDriver « Mon Mar 13, 2023 2:00 pm
Posted in Investing - Theory, News & General

by DataDriver » Mon Mar 13, 2023 2:00 pm » in Investing - Theory, News & General

0 Replies

140 Views

Last post by DataDriver
Mon Mar 13, 2023 2:00 pm
Definitive Thread on Brokerage Retention Bonuses

Last post by Kookaburra « Sun Mar 12, 2023 8:50 pm
Posted in Personal Finance (Not Investing)

by Kookaburra » Sun Mar 12, 2023 8:50 pm » in Personal Finance (Not Investing)

0 Replies

225 Views

Last post by Kookaburra
Sun Mar 12, 2023 8:50 pm
FDIC Online Calculator to Determine Insurance Limits on Your Account

Last post by Northern Flicker « Sun Mar 12, 2023 8:05 pm
Posted in Personal Investments

by Northern Flicker » Sun Mar 12, 2023 8:05 pm » in Personal Investments

0 Replies

285 Views

Last post by Northern Flicker
Sun Mar 12, 2023 8:05 pm
Valuing Russia shares for IRA roll-over

Last post by Cantrip « Sat Mar 11, 2023 4:10 am
Posted in Personal Investments

by Cantrip » Sat Mar 11, 2023 4:10 am » in Personal Investments

0 Replies

234 Views

Last post by Cantrip
Sat Mar 11, 2023 4:10 am
Tequila Tours in MX?

Last post by MrWasabi65 « Fri Mar 10, 2023 11:33 pm
Posted in Personal Consumer Issues

by MrWasabi65 » Fri Mar 10, 2023 11:33 pm » in Personal Consumer Issues

0 Replies

209 Views

Last post by MrWasabi65
Fri Mar 10, 2023 11:33 pm
Pass through entity tax not being credited correctly

Last post by markfaix « Thu Mar 09, 2023 12:13 pm
Posted in Personal Finance (Not Investing)

by markfaix » Thu Mar 09, 2023 12:13 pm » in Personal Finance (Not Investing)

0 Replies

90 Views

Last post by markfaix
Thu Mar 09, 2023 12:13 pm
Basis questions

Last post by exodusing « Thu Mar 09, 2023 8:49 am
Posted in Investing - Theory, News & General

by exodusing » Thu Mar 09, 2023 8:49 am » in Investing - Theory, News & General

0 Replies

205 Views

Last post by exodusing
Thu Mar 09, 2023 8:49 am
K-1 has blurb about K-3 being ready later (Apparently K-1s were not complicated enough)

Last post by Kagord « Thu Mar 09, 2023 7:56 am
Posted in Personal Finance (Not Investing)

by Kagord » Thu Mar 09, 2023 7:56 am » in Personal Finance (Not Investing)

0 Replies

224 Views

Last post by Kagord
Thu Mar 09, 2023 7:56 am
Merrill Edge Bond Margin Question

Last post by Carno « Thu Mar 09, 2023 6:48 am
Posted in Personal Finance (Not Investing)

by Carno » Thu Mar 09, 2023 6:48 am » in Personal Finance (Not Investing)

0 Replies

104 Views

Last post by Carno
Thu Mar 09, 2023 6:48 am
Reporting U.S. Treasury Money Fund for CA State Taxes

Last post by UDca2023 « Wed Mar 08, 2023 3:11 pm
Posted in Personal Investments

by UDca2023 » Wed Mar 08, 2023 3:11 pm » in Personal Investments

0 Replies

211 Views

Last post by UDca2023
Wed Mar 08, 2023 3:11 pm
Anyone use Liberty Mutual Right Track?

Last post by OldSport « Wed Mar 08, 2023 11:17 am
Posted in Personal Consumer Issues

by OldSport » Wed Mar 08, 2023 11:17 am » in Personal Consumer Issues

0 Replies

119 Views

Last post by OldSport
Wed Mar 08, 2023 11:17 am
What tools can I use to compare ETF performance? [Malaysia]

Last post by Intelligent_Bar2283 « Wed Mar 08, 2023 6:49 am
Posted in Non-US Investing

by Intelligent_Bar2283 » Wed Mar 08, 2023 6:49 am » in Non-US Investing

0 Replies

461 Views

Last post by Intelligent_Bar2283
Wed Mar 08, 2023 6:49 am
Mortgage vs Home Equity

Last post by mini1 « Mon Mar 06, 2023 8:37 pm
Posted in Personal Finance (Not Investing)

by mini1 » Mon Mar 06, 2023 8:37 pm » in Personal Finance (Not Investing)

0 Replies

250 Views

Last post by mini1
Mon Mar 06, 2023 8:37 pm
Wash sales involving ISO, ESPP, and RSU shares

Last post by bluesky33 « Sun Mar 05, 2023 4:17 pm
Posted in Personal Finance (Not Investing)

by bluesky33 » Sun Mar 05, 2023 4:17 pm » in Personal Finance (Not Investing)

0 Replies

88 Views

Last post by bluesky33
Sun Mar 05, 2023 4:17 pm
Planning a Casualty Tax Deduction - Good Luck

Last post by BoomerM3 « Sun Mar 05, 2023 2:02 pm
Posted in Personal Finance (Not Investing)

by BoomerM3 » Sun Mar 05, 2023 2:02 pm » in Personal Finance (Not Investing)

0 Replies

155 Views

Last post by BoomerM3
Sun Mar 05, 2023 2:02 pm
Help with Pre 65 Healthcare decision(s)

Last post by karptj « Sat Mar 04, 2023 6:25 pm
Posted in Personal Finance (Not Investing)

by karptj » Sat Mar 04, 2023 6:25 pm » in Personal Finance (Not Investing)

0 Replies

249 Views

Last post by karptj
Sat Mar 04, 2023 6:25 pm
Tax reporting of ISOs that were early exercised and later vested in the same year

Last post by Atrium3636 « Sat Mar 04, 2023 4:49 pm
Posted in Personal Finance (Not Investing)

by Atrium3636 » Sat Mar 04, 2023 4:49 pm » in Personal Finance (Not Investing)

0 Replies

102 Views

Last post by Atrium3636
Sat Mar 04, 2023 4:49 pm
Backup text messages on my android phone

Last post by tc101 « Sat Mar 04, 2023 1:22 pm
Posted in Personal Consumer Issues

by tc101 » Sat Mar 04, 2023 1:22 pm » in Personal Consumer Issues

0 Replies

148 Views

Last post by tc101
Sat Mar 04, 2023 1:22 pm
Best practices for retirement account security?

Last post by texasdiver « Sat Mar 04, 2023 11:19 am
Posted in Investing - Theory, News & General

by texasdiver » Sat Mar 04, 2023 11:19 am » in Investing - Theory, News & General

0 Replies

363 Views

Last post by texasdiver
Sat Mar 04, 2023 11:19 am
Differences between Merrill and BoA Private Banking

Last post by sitout « Sat Mar 04, 2023 10:17 am
Posted in Personal Investments

by sitout » Sat Mar 04, 2023 10:17 am » in Personal Investments

0 Replies

165 Views

Last post by sitout
Sat Mar 04, 2023 10:17 am
CA PTE elective tax payment - am I doing this right?

Last post by bismarck23 « Fri Mar 03, 2023 6:16 pm
Posted in Personal Finance (Not Investing)

by bismarck23 » Fri Mar 03, 2023 6:16 pm » in Personal Finance (Not Investing)

0 Replies

155 Views

Last post by bismarck23
Fri Mar 03, 2023 6:16 pm
ESPP Basis Reporting from Supplement or W-2?

Last post by DesertTortoise « Fri Mar 03, 2023 1:32 am
Posted in Personal Finance (Not Investing)

by DesertTortoise » Fri Mar 03, 2023 1:32 am » in Personal Finance (Not Investing)

0 Replies

156 Views

Last post by DesertTortoise
Fri Mar 03, 2023 1:32 am

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