Personal Finance (Not Investing)

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Personal Finance Forum Posting Guidelines

Last post by Alex Frakt « Sun Mar 04, 2007 9:56 am

by Alex Frakt » Sun Mar 04, 2007 9:56 am

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Last post by Alex Frakt
Sun Mar 04, 2007 9:56 am

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Be Wary of Whole Life threads

Last post by flgatorray « Fri Apr 13, 2012 6:37 pm
Replies: 101
by Alex Frakt » Wed Jun 30, 2010 12:38 pm
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101 Replies

304954 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
Doing taxes each year is really hard, is it for you?

Last post by enad « Tue Mar 21, 2023 12:20 am
Replies: 105
by tcrez » Sun Mar 19, 2023 1:14 pm
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105 Replies

7191 Views

Last post by enad
Tue Mar 21, 2023 12:20 am
Do we need to panic about Ally Bank ?

Last post by mrb09 « Tue Mar 21, 2023 12:12 am
Replies: 52
by johnpau » Mon Mar 20, 2023 8:00 pm
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4007 Views

Last post by mrb09
Tue Mar 21, 2023 12:12 am
Should I notify designated charity beneficiary?

Last post by busdriver11 « Tue Mar 21, 2023 12:03 am
Replies: 4
by tlveik » Mon Mar 20, 2023 7:44 pm

4 Replies

400 Views

Last post by busdriver11
Tue Mar 21, 2023 12:03 am
Would you buy a house for 615k if you were us?

Last post by Doctor Rhythm « Tue Mar 21, 2023 12:03 am
Replies: 16
by Lrt12 » Mon Mar 20, 2023 6:49 pm

16 Replies

1285 Views

Last post by Doctor Rhythm
Tue Mar 21, 2023 12:03 am
Solo Ager: who would you trust with your financial POA?

Last post by bavie « Mon Mar 20, 2023 11:50 pm
Replies: 64
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am
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4118 Views

Last post by bavie
Mon Mar 20, 2023 11:50 pm
Administrative and recording fees at Fidelity

Last post by JoMoney « Mon Mar 20, 2023 11:47 pm
Replies: 4
by seanbaby » Mon Mar 20, 2023 10:52 pm

4 Replies

274 Views

Last post by JoMoney
Mon Mar 20, 2023 11:47 pm
Cost basis for precious metal ETFs

Last post by boomer_techie « Mon Mar 20, 2023 11:38 pm
Replies: 21
by 2qtornot2qt » Sat Feb 18, 2023 11:50 am

21 Replies

1696 Views

Last post by boomer_techie
Mon Mar 20, 2023 11:38 pm
Why Vanguard reported VTSAX loss on 1099-B as 7-loss not allowed (X) also not reported (Z) Z

Last post by boomer_techie « Mon Mar 20, 2023 11:29 pm
Replies: 4
by tpom16 » Sun Mar 19, 2023 12:08 pm

4 Replies

412 Views

Last post by boomer_techie
Mon Mar 20, 2023 11:29 pm
Backdoor Roth - Leftover balance

Last post by retired@50 « Mon Mar 20, 2023 11:19 pm
Replies: 1
by rene » Mon Mar 20, 2023 10:46 pm

1 Replies

115 Views

Last post by retired@50
Mon Mar 20, 2023 11:19 pm
Suspend Social Security for new job?

Last post by lynneny « Mon Mar 20, 2023 11:19 pm
Replies: 16
by lynneny » Sun Mar 19, 2023 8:51 pm

16 Replies

1538 Views

Last post by lynneny
Mon Mar 20, 2023 11:19 pm
Fidelity as a one stop shop

Last post by Eno Deb « Mon Mar 20, 2023 11:15 pm
Replies: 4049
by BogleMelon » Sat Dec 15, 2018 8:33 pm
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4049 Replies

568268 Views

Last post by Eno Deb
Mon Mar 20, 2023 11:15 pm
MasterCard declining transactions - Card issuer shrugs

Last post by typical.investor « Mon Mar 20, 2023 11:13 pm
Replies: 47
by A. L. Breguet » Sat Mar 18, 2023 6:01 pm

47 Replies

4083 Views

Last post by typical.investor
Mon Mar 20, 2023 11:13 pm
Spouse’s Credit History

Last post by ram « Mon Mar 20, 2023 10:45 pm
Replies: 11
by slippinsurlies » Mon Mar 20, 2023 1:02 am

11 Replies

1169 Views

Last post by ram
Mon Mar 20, 2023 10:45 pm
Why are some car insurance companies able to offer such a better deal than others?

Last post by Dregob « Mon Mar 20, 2023 10:31 pm
Replies: 1
by judge1905 » Mon Mar 20, 2023 4:32 pm

1 Replies

410 Views

Last post by Dregob
Mon Mar 20, 2023 10:31 pm
What's Your Credit Card Rewards Strategy?

Last post by index245 « Mon Mar 20, 2023 10:16 pm
Replies: 6273
by guitarguy » Wed May 25, 2016 10:15 am
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6273 Replies

1188039 Views

Last post by index245
Mon Mar 20, 2023 10:16 pm
IBC [Infinite Banking Concept] - good, bad, ugly

Last post by ScubaHogg « Mon Mar 20, 2023 10:09 pm
Replies: 27
by smoothops » Sat Mar 18, 2023 11:14 pm

27 Replies

2275 Views

Last post by ScubaHogg
Mon Mar 20, 2023 10:09 pm
Irrevocable Trust - Using home sale for med expenses

Last post by HomeStretch « Mon Mar 20, 2023 9:38 pm
Replies: 1
by PlayingLife » Mon Mar 20, 2023 8:37 pm

1 Replies

215 Views

Last post by HomeStretch
Mon Mar 20, 2023 9:38 pm
Heads up - public.com says they've flubbed their 1099's [made a mistake]

Last post by CRosco « Mon Mar 20, 2023 8:46 pm
Replies: 21
by robertvax » Thu Feb 23, 2023 6:03 pm

21 Replies

2555 Views

Last post by CRosco
Mon Mar 20, 2023 8:46 pm
Why no tax penalty for early w/d

Last post by Gryphon « Mon Mar 20, 2023 8:37 pm
Replies: 33
by retired recently » Mon Mar 20, 2023 10:23 am

33 Replies

1962 Views

Last post by Gryphon
Mon Mar 20, 2023 8:37 pm
advice for mother in law

Last post by Bikes4life « Mon Mar 20, 2023 8:37 pm
Replies: 8
by Bikes4life » Mon Jan 23, 2023 8:23 am

8 Replies

1263 Views

Last post by Bikes4life
Mon Mar 20, 2023 8:37 pm
What would you tell your elderly parent to do with more than the FDIC limit in a bank?

Last post by busdriver11 « Mon Mar 20, 2023 8:36 pm
Replies: 27
by busdriver11 » Sun Mar 19, 2023 9:31 pm

27 Replies

2532 Views

Last post by busdriver11
Mon Mar 20, 2023 8:36 pm
Growing family, should I buy a home?

Last post by busdriver11 « Mon Mar 20, 2023 8:31 pm
Replies: 30
by PNWpilot » Mon Mar 20, 2023 12:55 pm

30 Replies

1563 Views

Last post by busdriver11
Mon Mar 20, 2023 8:31 pm
Where do you bank and why? 2023 Edition

Last post by Random Poster « Mon Mar 20, 2023 8:28 pm
Replies: 186
by holeintheairmattress » Sun Feb 26, 2023 3:51 pm
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186 Replies

15119 Views

Last post by Random Poster
Mon Mar 20, 2023 8:28 pm
Personal Finance Book Summaries

Last post by PoppyA « Mon Mar 20, 2023 8:25 pm
Replies: 1
by captmorgan50 » Mon Mar 20, 2023 7:52 pm

1 Replies

208 Views

Last post by PoppyA
Mon Mar 20, 2023 8:25 pm
2022 Taxes - OLT & Form 1116 - NOT Working

Last post by Steve_Sr. « Mon Mar 20, 2023 8:22 pm
Replies: 4
by Steve_Sr. » Mon Mar 20, 2023 1:25 pm

4 Replies

298 Views

Last post by Steve_Sr.
Mon Mar 20, 2023 8:22 pm
Experience using Navy Fed as a hub 'bank' - esp if using Banktivity

Last post by rooms222 « Mon Mar 20, 2023 8:17 pm
Replies: 8
by Careful » Mon Mar 20, 2023 7:12 pm

8 Replies

470 Views

Last post by rooms222
Mon Mar 20, 2023 8:17 pm
Tax quandary: Schedule K-1 box 11 code B "non-miscellaneous" excess itemized deductions

Last post by cyclist « Mon Mar 20, 2023 8:03 pm
Replies: 2
by cyclist » Mon Mar 20, 2023 1:05 pm

2 Replies

209 Views

Last post by cyclist
Mon Mar 20, 2023 8:03 pm
First Republic line of credit - 100k @ 2.25%, any concerns?

Last post by Silk McCue « Mon Mar 20, 2023 7:40 pm
Replies: 185
by cogito » Thu Mar 04, 2021 6:48 pm
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185 Replies

31966 Views

Last post by Silk McCue
Mon Mar 20, 2023 7:40 pm
citi credit card fraud

Last post by Katietsu « Mon Mar 20, 2023 7:38 pm
Replies: 6
by pepperjack13 » Mon Mar 20, 2023 6:53 pm

6 Replies

560 Views

Last post by Katietsu
Mon Mar 20, 2023 7:38 pm
Deluxe TurboTax and my first time dealing with Vanguard Brokerage account?

Last post by Mel Lindauer « Mon Mar 20, 2023 7:28 pm
Replies: 11
by imbogled » Mon Mar 20, 2023 12:42 pm

11 Replies

727 Views

Last post by Mel Lindauer
Mon Mar 20, 2023 7:28 pm
Lifetime Income Illustration - Thrift Savings Plan

Last post by Blue456 « Mon Mar 20, 2023 7:12 pm
Replies: 2
by Jovby » Mon Mar 20, 2023 6:27 pm

2 Replies

313 Views

Last post by Blue456
Mon Mar 20, 2023 7:12 pm
ESPP transfer, sale, tax on discount?

Last post by 8301 « Mon Mar 20, 2023 7:10 pm
Replies: 2
by 8301 » Mon Mar 20, 2023 6:00 pm

2 Replies

166 Views

Last post by 8301
Mon Mar 20, 2023 7:10 pm
car insurance coverages [&] umbrella insurance

Last post by mega317 « Mon Mar 20, 2023 6:49 pm
Replies: 1
by Coco nuts » Mon Mar 20, 2023 6:06 pm

1 Replies

224 Views

Last post by mega317
Mon Mar 20, 2023 6:49 pm
100% 75% 50% Pension Joint and Survivor Choice

Last post by Free to Choose « Mon Mar 20, 2023 6:35 pm
Replies: 25
by Austhuds » Fri Mar 17, 2023 3:18 pm

25 Replies

1951 Views

Last post by Free to Choose
Mon Mar 20, 2023 6:35 pm
BOA Savings Account

Last post by vaylie « Mon Mar 20, 2023 6:32 pm
Replies: 59
by enviroian » Fri Mar 17, 2023 4:26 pm
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59 Replies

4314 Views

Last post by vaylie
Mon Mar 20, 2023 6:32 pm
Backdoor Roth IRA Mistake (Tax Question)

Last post by Duckie « Mon Mar 20, 2023 6:27 pm
Replies: 17
by kerplunk » Sun Mar 19, 2023 1:01 pm

17 Replies

1096 Views

Last post by Duckie
Mon Mar 20, 2023 6:27 pm
Reporting AmeriCorps Education Award in tax forms

Last post by toddthebod « Mon Mar 20, 2023 6:23 pm
Replies: 2
by greenman1 » Thu Mar 10, 2022 9:27 am

2 Replies

323 Views

Last post by toddthebod
Mon Mar 20, 2023 6:23 pm
IRS form 7203 S Corp shareholders

Last post by Grebely « Mon Mar 20, 2023 6:06 pm
Replies: 2
by Grebely » Mon Mar 20, 2023 3:09 pm

2 Replies

140 Views

Last post by Grebely
Mon Mar 20, 2023 6:06 pm
529 as gift for child of niece/nephew

Last post by SnowBog « Mon Mar 20, 2023 6:05 pm
Replies: 16
by SnowBog » Wed Mar 15, 2023 8:08 pm

16 Replies

1280 Views

Last post by SnowBog
Mon Mar 20, 2023 6:05 pm
Help with my 2022 taxes -- how to handle munis in 1099 DIV?

Last post by CAsage « Mon Mar 20, 2023 6:03 pm
Replies: 4
by Aguilar » Mon Mar 20, 2023 8:48 am

4 Replies

369 Views

Last post by CAsage
Mon Mar 20, 2023 6:03 pm
401K Profit Sharing component.

Last post by peteyboy « Mon Mar 20, 2023 5:30 pm
Replies: 1
by Caliscotsman » Mon Mar 20, 2023 12:30 pm

1 Replies

164 Views

Last post by peteyboy
Mon Mar 20, 2023 5:30 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by bbrock « Mon Mar 20, 2023 5:11 pm
Replies: 4876
by navyitaly » Sun Nov 02, 2014 2:59 am
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4876 Replies

551494 Views

Last post by bbrock
Mon Mar 20, 2023 5:11 pm
Ally Online Savings/Money Market Rate Increases

Last post by zaplunken « Mon Mar 20, 2023 4:38 pm
Replies: 642
by BogleMelon » Tue May 10, 2022 3:46 pm
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642 Replies

93770 Views

Last post by zaplunken
Mon Mar 20, 2023 4:38 pm
Opening a Joint investment account with a Minor

Last post by Makefile « Mon Mar 20, 2023 4:33 pm
Replies: 7
by 47Percent » Sun Mar 19, 2023 3:34 pm

7 Replies

451 Views

Last post by Makefile
Mon Mar 20, 2023 4:33 pm
Monthly Budget for Two

Last post by BizarroJerry « Mon Mar 20, 2023 4:28 pm
Replies: 29
by BizarroJerry » Mon Mar 20, 2023 8:25 am

29 Replies

1599 Views

Last post by BizarroJerry
Mon Mar 20, 2023 4:28 pm
Age and probability of needing long term care?

Last post by LadyGeek « Mon Mar 20, 2023 4:24 pm
Replies: 179
by Fremdon Ferndock » Fri Jan 20, 2023 9:05 am
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179 Replies

14086 Views

Last post by LadyGeek
Mon Mar 20, 2023 4:24 pm
Preventive medical testing

Last post by Misenplace « Mon Mar 20, 2023 4:08 pm
Replies: 15
by Starfalls » Mon Mar 20, 2023 2:20 pm

15 Replies

946 Views

Last post by Misenplace
Mon Mar 20, 2023 4:08 pm
final estate k1 shows a loss, how to claim?

Last post by newbh933 « Mon Mar 20, 2023 4:04 pm
Replies: 3
by jbinpa59 » Sun Mar 19, 2023 11:14 pm

3 Replies

442 Views

Last post by newbh933
Mon Mar 20, 2023 4:04 pm
When to drop full coverage insurance

Last post by vasaver « Mon Mar 20, 2023 3:47 pm
Replies: 21
by MillennialFinance19 » Mon Feb 06, 2023 6:57 pm

21 Replies

1865 Views

Last post by vasaver
Mon Mar 20, 2023 3:47 pm

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