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Developing a simple, robust financial setup

Last post by leetcodelegend « Sat Jan 28, 2023 2:58 am
Posted in Personal Investments

by leetcodelegend » Sat Jan 28, 2023 2:58 am » in Personal Investments

0 Replies

97 Views

Last post by leetcodelegend
Sat Jan 28, 2023 2:58 am
Portfolio review request with 10-15 years out from retirement with nominal pension -- any advice on my plan?

Last post by er999 « Sat Jan 28, 2023 1:49 am
Posted in Personal Investments

by er999 » Sat Jan 28, 2023 1:49 am » in Personal Investments

0 Replies

166 Views

Last post by er999
Sat Jan 28, 2023 1:49 am
24 Y/O Investment Review

Last post by anoninvestor1313 « Sat Jan 28, 2023 12:58 am
Posted in Personal Investments

by anoninvestor1313 » Sat Jan 28, 2023 12:58 am » in Personal Investments

0 Replies

257 Views

Last post by anoninvestor1313
Sat Jan 28, 2023 12:58 am
Impossible for New hire to be HCE in first year?

Last post by OnLevel « Fri Jan 27, 2023 6:28 pm
Posted in Personal Finance (Not Investing)

by OnLevel » Fri Jan 27, 2023 6:28 pm » in Personal Finance (Not Investing)

0 Replies

264 Views

Last post by OnLevel
Fri Jan 27, 2023 6:28 pm
Vanguard Global Aggregate Bond (Hedged) rating

Last post by tradez « Fri Jan 27, 2023 5:50 pm
Posted in Non-US Investing

by tradez » Fri Jan 27, 2023 5:50 pm » in Non-US Investing

0 Replies

153 Views

Last post by tradez
Fri Jan 27, 2023 5:50 pm
AB Bond fund distribution

Last post by b1gl5 « Fri Jan 27, 2023 3:06 pm
Posted in Personal Investments

by b1gl5 » Fri Jan 27, 2023 3:06 pm » in Personal Investments

0 Replies

72 Views

Last post by b1gl5
Fri Jan 27, 2023 3:06 pm
When to send a 1099

Last post by J0721 « Fri Jan 27, 2023 2:23 pm
Posted in Personal Finance (Not Investing)

by J0721 » Fri Jan 27, 2023 2:23 pm » in Personal Finance (Not Investing)

0 Replies

109 Views

Last post by J0721
Fri Jan 27, 2023 2:23 pm
Mega Backdoor Roth - Uncertainty Around 6-Month Suspension

Last post by DarkHelmetII « Fri Jan 27, 2023 12:27 pm
Posted in Personal Investments

by DarkHelmetII » Fri Jan 27, 2023 12:27 pm » in Personal Investments

0 Replies

132 Views

Last post by DarkHelmetII
Fri Jan 27, 2023 12:27 pm
Trust Capital Gains Question.

Last post by RiseAgain « Fri Jan 27, 2023 4:03 am
Posted in Personal Investments

by RiseAgain » Fri Jan 27, 2023 4:03 am » in Personal Investments

0 Replies

132 Views

Last post by RiseAgain
Fri Jan 27, 2023 4:03 am
Portfolio Visualizer - Comapre Two Funds After Tax Impact

Last post by Phaedrus « Thu Jan 26, 2023 8:38 pm
Posted in Investing - Theory, News & General

by Phaedrus » Thu Jan 26, 2023 8:38 pm » in Investing - Theory, News & General

0 Replies

175 Views

Last post by Phaedrus
Thu Jan 26, 2023 8:38 pm
Disability insurance - amount, private policy, riders

Last post by SeattleLaw « Thu Jan 26, 2023 9:03 am
Posted in Personal Finance (Not Investing)

by SeattleLaw » Thu Jan 26, 2023 9:03 am » in Personal Finance (Not Investing)

0 Replies

89 Views

Last post by SeattleLaw
Thu Jan 26, 2023 9:03 am
Changing google voice text tone on iphone?

Last post by Fremdon Ferndock « Thu Jan 26, 2023 12:17 am
Posted in Personal Consumer Issues

by Fremdon Ferndock » Thu Jan 26, 2023 12:17 am » in Personal Consumer Issues

0 Replies

109 Views

Last post by Fremdon Ferndock
Thu Jan 26, 2023 12:17 am
USD/USD hedging?

Last post by notoriousMG « Wed Jan 25, 2023 10:21 pm
Posted in Personal Investments

by notoriousMG » Wed Jan 25, 2023 10:21 pm » in Personal Investments

0 Replies

141 Views

Last post by notoriousMG
Wed Jan 25, 2023 10:21 pm
LLC taxed as ann S CORP - Shares, Capital Stock questionn

Last post by Pooja2366 « Wed Jan 25, 2023 12:34 pm
Posted in Personal Investments

by Pooja2366 » Wed Jan 25, 2023 12:34 pm » in Personal Investments

0 Replies

91 Views

Last post by Pooja2366
Wed Jan 25, 2023 12:34 pm
How to see current automatic investment at Vanguard?

Last post by passive101 « Tue Jan 24, 2023 4:58 pm
Posted in Personal Investments

by passive101 » Tue Jan 24, 2023 4:58 pm » in Personal Investments

0 Replies

124 Views

Last post by passive101
Tue Jan 24, 2023 4:58 pm
Home Insurance Recoverable Depreciation

Last post by ND Fan 1 « Tue Jan 24, 2023 7:41 am
Posted in Personal Consumer Issues

by ND Fan 1 » Tue Jan 24, 2023 7:41 am » in Personal Consumer Issues

0 Replies

146 Views

Last post by ND Fan 1
Tue Jan 24, 2023 7:41 am
Retiree, Inc. Income Strategy service

Last post by spammagnet « Mon Jan 23, 2023 11:36 pm
Posted in Personal Investments

by spammagnet » Mon Jan 23, 2023 11:36 pm » in Personal Investments

0 Replies

271 Views

Last post by spammagnet
Mon Jan 23, 2023 11:36 pm
Infographics on MSFT,AMZ,Alphabet,Apple - Income Statements

Last post by OneWorld111 « Mon Jan 23, 2023 9:50 pm
Posted in Personal Finance (Not Investing)

by OneWorld111 » Mon Jan 23, 2023 9:50 pm » in Personal Finance (Not Investing)

0 Replies

244 Views

Last post by OneWorld111
Mon Jan 23, 2023 9:50 pm
Paying BofA credit card from Fidelity brokerage account via auto-liquidation

Last post by cwenger « Mon Jan 23, 2023 8:20 pm
Posted in Personal Investments

by cwenger » Mon Jan 23, 2023 8:20 pm » in Personal Investments

0 Replies

207 Views

Last post by cwenger
Mon Jan 23, 2023 8:20 pm
401k over-contribution fixed - W2 issue

Last post by NS_Bane « Mon Jan 23, 2023 7:30 pm
Posted in Personal Finance (Not Investing)

by NS_Bane » Mon Jan 23, 2023 7:30 pm » in Personal Finance (Not Investing)

0 Replies

87 Views

Last post by NS_Bane
Mon Jan 23, 2023 7:30 pm
Not Receiving Security Code on Overseas Number from Vanguard

Last post by Ken. « Mon Jan 23, 2023 3:39 am
Posted in Personal Investments

by Ken. » Mon Jan 23, 2023 3:39 am » in Personal Investments

0 Replies

177 Views

Last post by Ken.
Mon Jan 23, 2023 3:39 am
Putting as much through the solo401k Mega Backdoor IRA as is possible

Last post by muel87 « Sun Jan 22, 2023 3:34 pm
Posted in Investing - Theory, News & General

by muel87 » Sun Jan 22, 2023 3:34 pm » in Investing - Theory, News & General

0 Replies

168 Views

Last post by muel87
Sun Jan 22, 2023 3:34 pm
Simulating Annual Real Bond Returns

Last post by Anon9001 « Sat Jan 21, 2023 12:52 pm
Posted in Non-US Investing

by Anon9001 » Sat Jan 21, 2023 12:52 pm » in Non-US Investing

0 Replies

352 Views

Last post by Anon9001
Sat Jan 21, 2023 12:52 pm
Prioritizing Investment Accounts with S Corp

Last post by outofstep « Fri Jan 20, 2023 3:51 pm
Posted in Personal Finance (Not Investing)

by outofstep » Fri Jan 20, 2023 3:51 pm » in Personal Finance (Not Investing)

0 Replies

95 Views

Last post by outofstep
Fri Jan 20, 2023 3:51 pm
Will the funds be available?

Last post by forwhatiknow « Fri Jan 20, 2023 2:55 pm
Posted in Personal Investments

by forwhatiknow » Fri Jan 20, 2023 2:55 pm » in Personal Investments

0 Replies

202 Views

Last post by forwhatiknow
Fri Jan 20, 2023 2:55 pm
Why does Purchasing Power Parity hold true for Long Time Horizon Returns but only for Developing Countries?

Last post by Anon9001 « Fri Jan 20, 2023 1:40 pm
Posted in Non-US Investing

by Anon9001 » Fri Jan 20, 2023 1:40 pm » in Non-US Investing

0 Replies

358 Views

Last post by Anon9001
Fri Jan 20, 2023 1:40 pm
37 million T-Mobile customers were hacked

Last post by runner26 « Fri Jan 20, 2023 9:38 am
Posted in Personal Consumer Issues

by runner26 » Fri Jan 20, 2023 9:38 am » in Personal Consumer Issues

0 Replies

341 Views

Last post by runner26
Fri Jan 20, 2023 9:38 am
Excess 529 money - options

Last post by psteinx « Thu Jan 19, 2023 5:13 pm
Posted in Personal Investments

by psteinx » Thu Jan 19, 2023 5:13 pm » in Personal Investments

0 Replies

231 Views

Last post by psteinx
Thu Jan 19, 2023 5:13 pm
Question about NTSX bond returns

Last post by foundrycondition « Thu Jan 19, 2023 3:30 pm
Posted in Investing - Theory, News & General

by foundrycondition » Thu Jan 19, 2023 3:30 pm » in Investing - Theory, News & General

0 Replies

234 Views

Last post by foundrycondition
Thu Jan 19, 2023 3:30 pm
Check on emergency fund amount/cash in retirement

Last post by alextrainer « Thu Jan 19, 2023 1:48 pm
Posted in Personal Finance (Not Investing)

by alextrainer » Thu Jan 19, 2023 1:48 pm » in Personal Finance (Not Investing)

0 Replies

262 Views

Last post by alextrainer
Thu Jan 19, 2023 1:48 pm
Process for title transfer for a TIC

Last post by fi_no_retire « Wed Jan 18, 2023 12:26 pm
Posted in Personal Finance (Not Investing)

by fi_no_retire » Wed Jan 18, 2023 12:26 pm » in Personal Finance (Not Investing)

0 Replies

77 Views

Last post by fi_no_retire
Wed Jan 18, 2023 12:26 pm
Tax Question: Casualty losses across prior/multiple years

Last post by fortunefavored « Wed Jan 18, 2023 9:09 am
Posted in Personal Finance (Not Investing)

by fortunefavored » Wed Jan 18, 2023 9:09 am » in Personal Finance (Not Investing)

0 Replies

94 Views

Last post by fortunefavored
Wed Jan 18, 2023 9:09 am
Solo 401K pre-tax contributions, NJ tax treatment

Last post by nyckingo23 « Tue Jan 17, 2023 5:24 pm
Posted in Personal Investments

by nyckingo23 » Tue Jan 17, 2023 5:24 pm » in Personal Investments

0 Replies

97 Views

Last post by nyckingo23
Tue Jan 17, 2023 5:24 pm
LLC contract review

Last post by KMB « Tue Jan 17, 2023 12:31 pm
Posted in Personal Finance (Not Investing)

by KMB » Tue Jan 17, 2023 12:31 pm » in Personal Finance (Not Investing)

0 Replies

125 Views

Last post by KMB
Tue Jan 17, 2023 12:31 pm
AFRICA- based investors - please assemble

Last post by Shinebright « Mon Jan 16, 2023 8:23 am
Posted in Non-US Investing

by Shinebright » Mon Jan 16, 2023 8:23 am » in Non-US Investing

0 Replies

495 Views

Last post by Shinebright
Mon Jan 16, 2023 8:23 am
Distribution of Price Increases Over (Recent) Time

Last post by JohnDoh « Sat Jan 14, 2023 3:15 pm
Posted in Investing - Theory, News & General

by JohnDoh » Sat Jan 14, 2023 3:15 pm » in Investing - Theory, News & General

0 Replies

159 Views

Last post by JohnDoh
Sat Jan 14, 2023 3:15 pm
Inactive Vanguard Brokerage Account with a Negative Balance

Last post by Carno « Sat Jan 14, 2023 2:47 am
Posted in Personal Finance (Not Investing)

by Carno » Sat Jan 14, 2023 2:47 am » in Personal Finance (Not Investing)

0 Replies

199 Views

Last post by Carno
Sat Jan 14, 2023 2:47 am
Windfall From Trust

Last post by MOInvestor « Sat Jan 14, 2023 12:36 am
Posted in Personal Finance (Not Investing)

by MOInvestor » Sat Jan 14, 2023 12:36 am » in Personal Finance (Not Investing)

0 Replies

394 Views

Last post by MOInvestor
Sat Jan 14, 2023 12:36 am
Shopping for a best home loan?

Last post by jstage « Fri Jan 13, 2023 8:04 pm
Posted in Personal Finance (Not Investing)

by jstage » Fri Jan 13, 2023 8:04 pm » in Personal Finance (Not Investing)

0 Replies

161 Views

Last post by jstage
Fri Jan 13, 2023 8:04 pm
IRA transfer from Andrews FCU to Fidelity: super easy

Last post by Kevin M « Fri Jan 13, 2023 5:10 pm
Posted in Investing - Theory, News & General

by Kevin M » Fri Jan 13, 2023 5:10 pm » in Investing - Theory, News & General

0 Replies

169 Views

Last post by Kevin M
Fri Jan 13, 2023 5:10 pm
MegaBackdoor Roth with Company Stock

Last post by urkelfan « Fri Jan 13, 2023 10:24 am
Posted in Personal Finance (Not Investing)

by urkelfan » Fri Jan 13, 2023 10:24 am » in Personal Finance (Not Investing)

0 Replies

87 Views

Last post by urkelfan
Fri Jan 13, 2023 10:24 am
S-Corp in spouse's name: Bad idea?

Last post by Dassie « Fri Jan 13, 2023 7:39 am
Posted in Personal Investments

by Dassie » Fri Jan 13, 2023 7:39 am » in Personal Investments

0 Replies

174 Views

Last post by Dassie
Fri Jan 13, 2023 7:39 am
[Minimizing taxes on] sale of my company

Last post by hockey1 « Thu Jan 12, 2023 12:25 pm
Posted in Personal Finance (Not Investing)

by hockey1 » Thu Jan 12, 2023 12:25 pm » in Personal Finance (Not Investing)

0 Replies

67 Views

Last post by hockey1
Thu Jan 12, 2023 12:25 pm
Optum HSA to Fidelity transfer time

Last post by ny10036 « Thu Jan 12, 2023 10:46 am
Posted in Personal Investments

by ny10036 » Thu Jan 12, 2023 10:46 am » in Personal Investments

0 Replies

205 Views

Last post by ny10036
Thu Jan 12, 2023 10:46 am
CNET financial articles

Last post by squirrel1963 « Wed Jan 11, 2023 9:22 pm
Posted in Investing - Theory, News & General

by squirrel1963 » Wed Jan 11, 2023 9:22 pm » in Investing - Theory, News & General

0 Replies

362 Views

Last post by squirrel1963
Wed Jan 11, 2023 9:22 pm
Can one set Individual Treasuries to Spec ID at Vanguard? RESOLVED

Last post by hudson « Wed Jan 11, 2023 3:06 pm
Posted in Personal Investments

by hudson » Wed Jan 11, 2023 3:06 pm » in Personal Investments

0 Replies

128 Views

Last post by hudson
Wed Jan 11, 2023 3:06 pm
[Singapore] Stamp tax on shares (or ETFs)

Last post by mrcn « Wed Jan 11, 2023 10:33 am
Posted in Non-US Investing

by mrcn » Wed Jan 11, 2023 10:33 am » in Non-US Investing

0 Replies

362 Views

Last post by mrcn
Wed Jan 11, 2023 10:33 am
Vanguard Portfolio Performance

Last post by Bh1984 « Wed Jan 11, 2023 4:54 am
Posted in Personal Investments

by Bh1984 » Wed Jan 11, 2023 4:54 am » in Personal Investments

0 Replies

326 Views

Last post by Bh1984
Wed Jan 11, 2023 4:54 am
Treasury accounts for minors

Last post by VB123 « Tue Jan 10, 2023 10:38 pm
Posted in Personal Investments

by VB123 » Tue Jan 10, 2023 10:38 pm » in Personal Investments

0 Replies

120 Views

Last post by VB123
Tue Jan 10, 2023 10:38 pm
January 10 Yr TIPS Auction - Question re Dates

Last post by bikechuck « Tue Jan 10, 2023 1:25 pm
Posted in Investing - Theory, News & General

by bikechuck » Tue Jan 10, 2023 1:25 pm » in Investing - Theory, News & General

0 Replies

251 Views

Last post by bikechuck
Tue Jan 10, 2023 1:25 pm

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