NE Ohio (Cleveland Area) Master Thread

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Maid of the Mist
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NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Sun Feb 16, 2014 5:24 pm

The NE Ohio Chapter met this past weekend and had a lively and interesting discussion on annuities and long term care insurance.

Our next meeting will be April 19 (Saturday) at 10am and will be held at the Independence Branch of the Cuyahoga County Public Library. This is a change from our usual meeting place. The Independence Branch is located at 6361 Selig Drive • Independence, Ohio 44131 (about 5 miles north of Brecksville - just off of I77). You can find it on Google maps. If you have any questions, send me a message.

Topics for the next meeting include:

1. 3 Fund Portfolio vs Alternates.
2. Rebalancing strategies
3. Tax Strategies for minimizing taxes on portfolios (This topic may be pushed out to the next meeting if we run short of time)

All are welcome.

Maid of the Mist

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Sun Apr 06, 2014 10:08 am

Remember to mark your calendar for our April meeting (see below). Also take note of the location change.

kerrigjl
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Re: NE Ohio (Cleveland Area) Master Thread

Post by kerrigjl » Sat Apr 12, 2014 6:12 pm

My wife and I are moving to the area in mid-May; we look forward to attending the next meeting after our emigration!

Janef
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Janef » Tue Apr 22, 2014 7:27 pm

Hello,
I live in NE Ohio - specifically Canton. I am still working. Is this group mostly retirees?

Janef
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Janef » Thu Apr 24, 2014 6:33 pm

When will your next meeting be? :)
Jane

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CyberBob
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Re: NE Ohio (Cleveland Area) Master Thread

Post by CyberBob » Thu Apr 24, 2014 6:41 pm

Jane,

Nope, not all retired folks, some retired, some still working, some younger people just starting out too. A pretty good variety of people, actually.

We'd be glad to have you join is. We meet every other month. The next meeting is on Saturday, June 21 at 10 am at the Brecksville library. Watch the forum a few days prior for any updates.

Bob

Janef
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Janef » Fri Apr 25, 2014 11:21 am

Thanks. I plan to participate. I have been a huge fan of John Bogle for many years. Its good to find people with integrity especially in the financial business.

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Fri Apr 25, 2014 11:41 am

CyberBob wrote:Nope, not all retired folks, some retired, some still working, some younger people just starting out too. A pretty good variety of people, actually.

We'd be glad to have you join is. We meet every other month. The next meeting is on Saturday, June 21 at 10 am at the Brecksville library. Watch the forum a few days prior for any updates.


Sorry I missed the recent meeting. I'm the chief taxi driver for my wife these days, as she recovers from knee replacement surgery, and we had a scheduling conflict.

So, it's back to Brecksville next time?

BobEff/BobinBerea

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Sun Jun 15, 2014 3:00 pm

It is time for another NE Ohio Bogleheads meeting. All are welcome. The meeting will be on June 21 (Saturday) at the Brecksville Library in Brecksville, OH. Note that this library locale is different from April's meeting locale. Meeting time is 10am and we will be in the large meeting room.

We had a large turnout at our April meeting and a great discussion.

The June 21 meeting topics are:

1. Tax issues relating to investments. We will discuss the opportunities within our tax code to lower taxes we pay to the federal government, state government and local. I will have to admit local income tax breaks are few.

2. Compare and contrast the various retirement savings vehicles available -

Roth IRA
Traditional Before Tax IRA
After Tax IRA
Roth 401K
Traditional Pre-tax 401K
After Tax 401K
etc.

Hope to see everyone on Saturday.

Karen

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Sun Jun 15, 2014 6:53 pm

I was sorry to miss the April meeting, but I hope to be at this one.

Cheers,

BobinBerea

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Thu Jun 19, 2014 8:25 pm

Just another reminder for the NE Ohio Boglehead meeting on Saturday, June 21 at Brecksville Library. Meeting time is 10 am. See prior post in this thread for more information. Hope to see all the regulars and any newcomers are welcome!

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CyberBob
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Re: NE Ohio (Cleveland Area) Master Thread

Post by CyberBob » Sat Jun 28, 2014 8:59 am

Darn it, I missed the June meeting. Is the next meeting going to be the third Saturday in August? The 16th?

Bob

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Sat Jun 28, 2014 9:07 am

I believe the next meeting will be August 9. Unfortunately, it looks like I'll be out of town then. BTW, we had a big crowd this last time. How many was it? 15? 16?

BobinBerea

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Sat Jun 28, 2014 1:53 pm

Definitely Aug 9 at 10 am (Saturday) at the Brecksville library.

We missed you Cyber Bob in June. And we will miss Bob in Berea in August.

Janef
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Janef » Fri Aug 01, 2014 1:01 pm

Hello NE Ohio Bogleheads,

I was wondering, what time and where will the next meeting be on August 9. I attended the last one which I found very beneficial. I believe we should be receiving an email about time and place.

Thanks.
:D

Janef
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Janef » Fri Aug 01, 2014 1:32 pm

Never mind, I see that one of the posts gives place and time. See you all there.

Janef
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Janef » Tue Aug 05, 2014 9:20 am

I can't recall, but are the meetings 1 or 2 hours in length?

sport
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Re: NE Ohio (Cleveland Area) Master Thread

Post by sport » Tue Aug 05, 2014 10:21 am

The meetings run from 10:00 AM to roughly noon.
Last edited by sport on Thu Jun 11, 2015 10:44 am, edited 1 time in total.

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Fri Aug 08, 2014 12:07 pm

This is a reminder post for all NE Ohio Bogleheads. There is a meeting tomorrow, Saturday, Aug. 9 at 10am at the Brecksville library. We have no set agenda, so come with any questions or issues you would like discussed. Hope to see you there.

Maid of the Mist

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CyberBob
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Re: NE Ohio (Cleveland Area) Master Thread

Post by CyberBob » Thu Sep 04, 2014 9:07 am

Can't wait for the next NE Ohio Bogleheads meeting?
I saw this in the Akron Beacon Journal today. Seems interesting.

    ETF Group to Meet

    The ETF Discussion Group for Investors, an Akron subgroup of the Cleveland American Association of Individual Investors Chapter, will meet from 9:15 to 11:30 a.m. Saturday, September 6 at Stow-Munroe Falls Public Library, 3512 Darrow Road, Stow.

    Various facets of exchange-traded funds will be discussed.

    The meeting is open to the public. No membership is required.
Bob

LukeHeinz57
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Re: NE Ohio (Cleveland Area) Master Thread

Post by LukeHeinz57 » Thu Sep 04, 2014 10:26 am

Just wanted to introduce myself. I just joined the forum and am excited to attend the next local chapter meeting and meet some older Boggle heads and gain some investing wisdom :D I just made my first post yesterday in the personal investing forum it's the one that says "This Forum is amazing, Newbie ready to jump in the deep end!" Looking forward to this journey and enjoying the ride with some others of a similar mindset!
"Contentment", the only thing you ever truly need more of!

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CyberBob
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Re: NE Ohio (Cleveland Area) Master Thread

Post by CyberBob » Thu Sep 04, 2014 10:42 am

Luke,

Welcome!

I just wanted to clarify that the meeting I mentioned above is not our regular NE Ohio Bogleheads meeting.
The next actual NE Ohio Bogleheads meeting is Saturday, October 18th at 10 a.m. at the North Royalton library, 5071 Wallings Road, North Royalton, OH 44133

Bob

LukeHeinz57
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Re: NE Ohio (Cleveland Area) Master Thread

Post by LukeHeinz57 » Thu Sep 04, 2014 10:57 am

Thanks for the clarification, I will put 10am the 18th of October on my calendar. See you then!
"Contentment", the only thing you ever truly need more of!

martie67
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Re: NE Ohio (Cleveland Area) Master Thread

Post by martie67 » Mon Sep 29, 2014 12:41 pm

Hello

I am new to the forum and glad to find the NEO Chapter. Looking forward to attending my first meeting.

Martie

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Sun Oct 12, 2014 4:29 pm

Just a reminder that our next meeting of the NE OHio Bogleheads is Oct 18 at 10 am.

Location:
North Royalton Branch of Cuyahoga County Public Library
5071 Wallings Rd
North Royalton, OH 44133

Topics will be:
- Retirement withdrawals
- Retirement bridge period (between actually quitting work and collecting SS - can you get yourself into a nice low tax bracket and do some novel things in this period)
- And if there is extra time we can look at Firecalc (or save that for the Dec meeting).

It looks to be a good meeting - so be sure to join us. The last meeting was well attended with 19 people. We are planning on showing a few Vanguard clips (5 minute clips) on these topics to start the discussion

Maid of the Mist

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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Mon Oct 13, 2014 5:30 pm

Just another reminder about Saturday's 10 am meeting at the North Royalton Library. Details are above.

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CyberBob
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Re: NE Ohio (Cleveland Area) Master Thread

Post by CyberBob » Thu Nov 06, 2014 5:36 pm

I unfortunately missed the last meeting, so when is the next one?

sport
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Re: NE Ohio (Cleveland Area) Master Thread

Post by sport » Fri Nov 07, 2014 12:36 am

CyberBob wrote:I unfortunately missed the last meeting, so when is the next one?

December 13 at the North Royalton Library.

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Mon Nov 17, 2014 10:41 am

This is an update for the December Bogleheads meeting. The date has changed to Dec 6 (a week earlier than originally planned). It is still a Saturday at 10am at the North Royalton Library. However, be sure to change your calendars to Dec 6. I hope this is not a big inconvenience for folks.

Remember that the topics for this meeting are:

1. Long Term Care Insurance (There is an article on Bloomberg.com that discusses who needs long term care insurance - you may want to give this a quick read before coming to the meeting. In any case, I suspect this topic will have a lot of different views and perspectives and I look forward to that. It is a very divisive topic (and a very personal topic also - one size does not seem to fit all) and I personally gain a lot of knowledge by hearing lots of different ideas. So come with your ideas and an open mind.

2. Firecalc - a discussion of software used to help determine retirement needs and timing.

I look forward to seeing our group

Maid of the Mist

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Mon Nov 17, 2014 5:58 pm

Hope to be there. (I'm subscribed to this thread, so I wonder why I didn't receive an email after Karen posted this?)

BobinBerea

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Mon Dec 01, 2014 4:12 pm

Pushed this to the top to remind all the NE Ohio folks about the meeting this Saturday - Dec 6 at 10am. Location is North Royalton Library. See above for topics for the meeting.

Hope to see you there.

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Mon Dec 01, 2014 4:37 pm

I hope to be there. (I got email notification of Karen's posting, so that is working better for me at the moment.)

BobinBerea

YMOYL
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Re: NE Ohio (Cleveland Area) Master Thread

Post by YMOYL » Fri Jan 02, 2015 12:11 pm

I'm new to Bogleheads and am seeking to meet more people in the CLE area who may share the same interests. Will there be a January meeting?

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Fri Jan 02, 2015 12:24 pm

YMOYL,

We meet every other month. Our next meeting is scheduled for Sat Feb 14, 10 AM, North Royalton Library. I suspect our organizer will be in touch with you soon. :happy

BobinBerea

YMOYL
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Re: NE Ohio (Cleveland Area) Master Thread

Post by YMOYL » Fri Jan 02, 2015 3:48 pm

bobinberea wrote:YMOYL,

We meet every other month. Our next meeting is scheduled for Sat Feb 14, 10 AM, North Royalton Library. I suspect our organizer will be in touch with you soon. :happy

BobinBerea


Yes she was, and I'm grateful for both of your responses! Thanks!

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Wed Feb 11, 2015 7:08 pm

It is Valentines Day on Saturday and what better way to spend it than to bring your special mate to a Bogleheads meeting on Saturday morning. The NE Ohio group is meeting at 10am at the North Royalton Library. We will discuss: 1. Roth vs Traditional IRAs and 2. the best credit card deals. Our meeting commences at 10am and runs 'til noon and we have some very smart and very helpful members.

Finally, it is Cleveland and the weather can get a little treacherous this time of year. If we cancel due to weather, I will post it on this forum the night before.

Hope to see you there.

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Thu Feb 12, 2015 9:49 pm

I hope to be there Saturday, weather permitting.

BobinBerea

Jpg
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Jpg » Mon Feb 16, 2015 11:52 am

Will there be a Cleveland meeting in Spring 2015 ?

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CyberBob
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Re: NE Ohio (Cleveland Area) Master Thread

Post by CyberBob » Tue Feb 17, 2015 12:02 pm

Jpg wrote:Will there be a Cleveland meeting in Spring 2015 ?

April 11th

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Tue Feb 17, 2015 12:19 pm

April 11--got it. I was sorry to miss the recent meeting, but I decided not to venture out of the house both Sat and Sun. I'll hope to see everyone in April.

BobinBerea

Jpg
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Jpg » Thu Feb 19, 2015 6:48 am

April 11, 2015 in North Royalton or Brecksville Library ? 10:00 ?

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CyberBob
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Re: NE Ohio (Cleveland Area) Master Thread

Post by CyberBob » Thu Feb 19, 2015 7:55 am

April 11, 2015, 10:00 am
North Royalton Branch of Cuyahoga County Public Library
5071 Wallings Rd
North Royalton, OH 44133

Maid of the Mist
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Maid of the Mist » Tue Apr 07, 2015 6:35 pm

This is a reminder for all the NE Ohio Bogleheads (or anyone visiting the area) - our next meeting is April 11 (Saturday) at 10am. Location is North Royalton Public Library. See prior post for specific address.

This meeting will be an open forum on retirement. We will go around the room and solicit questions, comments and wise tales of retirement. The discussion can be about retirement preparation, retirement planning, or retirement living.

Hope to see you all there.

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Tue Apr 07, 2015 8:08 pm

With luck, I'll be there. It won't be snowing, will it? :happy

BobinBerea

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Sat Apr 11, 2015 10:19 pm

25 people were at our meeting this morning! Some people had driven a good ways to get there. Seems the word is getting out.

Stimulating, far-ranging discussion. I was a little concerned that one of the professors lectured a lot, but perhaps he wasn't too obnoxious. :wink:

I likely can't attend in June, because I'll probably be out of town.

Thanks to Maid of the Mist for organizing!

BobinBerea

Robconoclast
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Robconoclast » Sat May 30, 2015 10:50 pm

Hi. I was just given a heads up about this group today and the meetings. When will the next meeting be ?
Smoke me a kipper, I'll be back for breakfast

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Sun May 31, 2015 10:50 am

June 13 (Saturday)
10:00 AM
North Royalton Library

Maid of the Mist is our organizer, and she'll see this sooner or later, or you could send her a private message.

I'll miss the meeting, because I'll be visiting some old school friends back home in Kansas.

BobinBerea

Robconoclast
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Robconoclast » Sun May 31, 2015 2:19 pm

How long do the meetings last ? I have a birthday party to attend at one. I'm 34 and invest 12% of my income between a Roth IRA and 401k. My wife and I have opposite schedules so Saturday nights I spend reading/researching about investing but I'd like to discuss investing with someone besides my advisor. Thanks and hopefully I can make it.
Smoke me a kipper, I'll be back for breakfast

bobinberea
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Re: NE Ohio (Cleveland Area) Master Thread

Post by bobinberea » Sun May 31, 2015 3:53 pm

We start winding down 11:30-11:45, but we often go right up to noon.

Our attendees are a diverse lot, with different backgrounds and experiences, which leads to interesting conversations!

BobinBerea

Robconoclast
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Re: NE Ohio (Cleveland Area) Master Thread

Post by Robconoclast » Thu Jun 11, 2015 10:16 am

Where in the library is the meeting ? I haven't been to the new location yet. Thanks !
Smoke me a kipper, I'll be back for breakfast

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