Master Thread - Central NJ Bogleheads

[Tamarron12]

Welcome to the local Central NJ Bogleheads chapter! This is the place to post and organize meetings in Central NJ.

Our February chapter meeting featuring renowned estate planning attorney Bruce Steiner. Ournext chapter meeting February 4th at 7pm EST. Feel free to have your members reach out to me and I can add them to the meeting invite.

Prior to our meeting next month, if you have any questions for our guest speaker, please fill out this survey by January 31: https://www.surveymonkey.com/r/NP3YY36

About Bruce Steiner: Bruce Steiner has over 40 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals. He is a co-author of CCH’s Roth IRA Answer Book. You can find his detailed bio here: https://www.kkwc.com/attorney/bruce-d-steiner/

Look forward to meeting soon!

[/b]Please RSVP at bhcentralnj@gmail.com if you intend to join us for our meetup. It will help to have an approximate count beforehand.

FOR NEW MEMBERS AND TO RSVP email: bhcentralnj@gmail.com. Our “Keeper of the List” will email you with meeting dates and details approximately three weeks before the next meeting. PM me if you have any questions

All Bogleheads are welcome. We hope to see you at a meeting soon.

Note: the Old Central NJ Yahoo Groups is in the process to be merged with this google contact list.

[Tamarron12]

June 2019 meetup is announced. See the thread above for details!

[rk6]

Is there an agenda for the meeting or is it just meet and greet for this first one?

Is there a fee?

Thanks

[Tamarron12]

Is there an agenda for the meeting or is it just meet and greet for this first one?

Is there a fee?

Thanks

The first meeting would be meet and greet.

There's not a fee.

[Tamarron12]

The first meet up for our Central NJ chapter was a great success!

We have 7 members participated in today's session, and our discussion lasted for 2 hours. It was a great kickoff meeting, and we talked about our path going forward as a Bogleheads chapter and our investment experience. Our plan is to meet every 2 months for now on a Saturday morning, and we will increase or decrease frequency based on timing and the group's involvement. The current location is Panera Bread at 510 Nassau Park Blvd in Princeton, NJ 08540. (To clarify, there's another Panera Bread in downtown Princeton. It's easy to confuse the two.) I'm gonna try to reserve the private room at this Panera location, and I will post here when I make the announcement for our next meeting.

Regarding our next meeting, it will be a Saturday morning in August, and the topic for the conversation is personal finance literacy and education. I will make the announcement at least three weeks prior to the meeting. Let me know if you have any questions or suggestions. It was great meeting everyone who showed up today. Hope we will get to see more Bogleheads in our August meeting. Thanks for everyone's time!

[Tamarron12]

See the details for our August 2019 Meet Up below:
Time: August 10th 10:30am EST - an hour meeting followed by a social lunch
Topic: financial education and literacy
Location: Panera at 510 Nassau Park Blvd Princeton, NJ 08540; let's meet in the private room at this Panera, and I will make a reservation in late July

[Tamarron12]

The August meet up for our Central NJ chapter had an amazing turnout!

We have 7 members participated in last weekend's session, and our discussion lasted for 3 hours. I was very glad to see some people came back from our first meeting, and super happy that new members started joining the conversation! I would like to point out that as a Bogleheads chapter, we welcome all faces and voices. Therefore, please invite any of your family members along. If you have any friends that might be interested, please pass on the information! Although this is a new chapter, it's generating significant momentum. Let's keep it going. I appreciate in advance for your help in making this chapter grow.

Our plan is to meet on a Saturday morning in late September. Details to come regarding the timing, agenda, and location. I will post announcement here for our next meeting. Let me know if you have any questions or suggestions. It was great meeting everyone who showed up last Saturday. Hope we will get to see more Bogleheads in our September meeting. Thanks for everyone's time!

[rk6]

Hi - is there another central NJ meetup soon?

Thanks

[Tamarron12]

See the details for our October 2019 Meet Up below:
Time: October 5th 10:30am EST - an hour meeting followed by a social lunch
Speaker: Alan
Details on the presentation: Alan will give us a short presentation on how to calculate tax-equivalent yields for NJ residents on Munis and Treasury money markets and bonds. It is a very common subject on the Forum and one of interest to NJ residents with our high income tax rates and available in-state Muni funds. He will also provide a spreadsheet to make the calculations easy.
Location: Meeting Room in Panera Bread on Nassau Park Boulevard in Princeton (not the one in downtown Princeton)

[retiringwhen]

See the details for our October 2019 Meet Up below:
Time: October 5th 10:30am EST - an hour meeting followed by a social lunch
Speaker: Alan
Details on the presentation: Alan will give us a short presentation on how to calculate tax-equivalent yields for NJ residents on Munis and Treasury money markets and bonds. It is a very common subject on the Forum and one of interest to NJ residents with our high income tax rates and available in-state Muni funds. He will also provide a spreadsheet to make the calculations easy.
Location: Meeting Room in Panera Bread on Nassau Park Boulevard in Princeton (not the one in downtown Princeton)

For those attending, here is a copy of the spreadsheet (Googlesheets) that I use to analyze NJ MM rates, I will discuss how to do the calculations and some thoughts on how to use them in your own investing/savings/emergency funds.

Vanguard NJ MM Yield Analysis

[Tamarron12]

Thank you for those who attended our October meetup! Shout out to retiringwhen who delivered an amazing presentation around tax-equivalent yields for NJ residents on munis and treasury money markets and bonds.

Our next meet up will be on November 16th 10:30am at Panera on Nassau Park Pavillion in Princeton, NJ. The topic of the discussion will be cybersecurity for your personal finance. One of us will be the discussion facilitator - he will be sharing what he's learned recently at a Fidelity event. The rain date is November 16th 10:30am if we had issues booking the meeting room.

[mcheeks1029]

Hi just found this group. Let us know when next meetup is! Thx

[bap]

Hi there,
I would like to be included as well.
Thanks.

[mcheeks1029]

Hi are you able to share this as a google doc and not a website link...that way we can save and edit? (or maybe im the only one having trouble)
thanks!

See the details for our October 2019 Meet Up below:
Time: October 5th 10:30am EST - an hour meeting followed by a social lunch
Speaker: Alan
Details on the presentation: Alan will give us a short presentation on how to calculate tax-equivalent yields for NJ residents on Munis and Treasury money markets and bonds. It is a very common subject on the Forum and one of interest to NJ residents with our high income tax rates and available in-state Muni funds. He will also provide a spreadsheet to make the calculations easy.
Location: Meeting Room in Panera Bread on Nassau Park Boulevard in Princeton (not the one in downtown Princeton)

For those attending, here is a copy of the spreadsheet (Googlesheets) that I use to analyze NJ MM rates, I will discuss how to do the calculations and some thoughts on how to use them in your own investing/savings/emergency funds.

Vanguard NJ MM Yield Analysis

[retiringwhen]

Hi are you able to share this as a google doc and not a website link...that way we can save and edit? (or maybe im the only one having trouble)
thanks!
Vanguard NJ MM Yield Analysis

[/quote]

This is a google sheets document link. Make sure you are working on a computer that supports editing Google Sheets. For example, it is NOT supported on iPads.

Also have a web-page that includes this page via a different style of link. To edit the document, click on the open icon in the top right of chart and it will open it as well, then use File->Make a Copy to get your own editable version of the sheet. MM Yields Site

[Tamarron12]

Hope everyone is safe and well. Apologies for not coming here for a while.

Regarding chapter meetings, I am resume meetings online for the time being. The current schedule would be 10:30 am EST on first Saturdays of the month. It will be google meeting, and video would be OPTIONAL.

See the details for our June 2020 Meet Up below:
Time: June 6th 10:30am EST - an hour meeting
Topic: 1. How's COVID-19 impacting you financially? 2. How to help parent retire?
Location: Google meeting invite - please email me at bhcentralnj@gmail.com to be added to the invite

Look forward to meeting soon!

[bap]

Good morning everyone,
I have not received the link to the meeting which is supposed to occur today.
If someone could provide the link for me I would appreciate it.
Thank you.

[Tamarron12]

Our February chapter meeting featuring renowned estate planning attorney Bruce Steiner. Ournext chapter meeting February 4th at 7pm EST. Feel free to have your members reach out to me and I can add them to the meeting invite.

Prior to our meeting next month, if you have any questions for our guest speaker, please fill out this survey by January 31: https://www.surveymonkey.com/r/NP3YY36

About Bruce Steiner: Bruce Steiner has over 40 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals. He is a co-author of CCH’s Roth IRA Answer Book. You can find his detailed bio here: https://www.kkwc.com/attorney/bruce-d-steiner/

Look forward to meeting soon! Please email bhcentralnj@gmail.com to be added to invite or Central NJ Chapter mailing list

[rmrski1]

Please advise if there is an active Central New Jersey Boglehead chapter and if so how I get in touch and participate.

[Taxedtodeath]

I'll second that question

[ElBelga]

Hi,

There was an active group until end of 2020. Since then I have not seen new meetups. Email address was bhcentralnj@gmail.com and it was led by Tamarron12.

[Cubicle]

Also interested...

[mary1492]

xyzzy

[Tamarron12]

See the details for our next Meet Up below (calendar invite to follow):
Time: Sunday July 23rd 10:30am EST
Topic: general networking with local bogleheads
Location: Mr. Wish at 243 Plainfield Ave, Edison, NJ 08817 - this is a bubble tea place. There isn't a minimum spending requirement for us to hang out there. But please check out their menu and support a small business if you can!

[itsjai]

Is this chapter active? If not can we revive it?

[itsjai]

Any plans to meetup in September or October? Lets have some activity and share knowledge/information

[retire65Jo]

Hi,

I am new here and wondering if there is an active in person meetup in my area. I live in Jackson NJ.

Thank you.

Jo

[wojo_ate_ur_cat]

Is the Central NJ group still active? I haven’t seen any activity. I contacted one of the moderators and said NJ needed a coordinator. So in an effort to revitalize NJ I created a new email and a Facebook public group page to coordinate in person meet ups, come join us and participate.

BogleHeadsNJ@gmail.com

https://www.facebook.com/share/a2nB7xJo57TnHvjJ/

[CoachCourtney]

Hi !
I'm super new to bogleheads and was listening to the recording from 2024 Boglehead Conference and Mr Ferri mentioned local meetings. Is this chapter still meeting? I'm in Howell NJ and would like to attend the closest chapter.

Thanks
Courtney

[wojo_ate_ur_cat]

Yeah I just recently took the lead of coordinating the NJ Chapter. Check us out at the Facebook group @ ((( https://www.facebook.com/share/g/18NDsN9auS/ ))). Email us at BogleHeadsNJ@gmail.com. If we can get enough interested people we can plan a meet and greet.

[wojo_ate_ur_cat]

Updated: NJ Bogleheads January meeting was a hit, with 6 members attending! Shout out to Alan Moskowitz Paul Cunningham Beverly Poelstra Michael Porpora for showing up! After a brief ice breaker, various topics were discussed like taxes, life insurance, IRMAA, password managers, drawdown phases, and asset correlations. Afterwards the group agreed to checkout a podcast I recommended and will reconvene in 5 weeks to discuss after absorbing the first 5 foundational episodes (similar to a book club but instead a podcast format). Subscribe to "Risk Parity Radio" by Frank Vasquez (free podcasts at Spotify, Apple, Podbean, YouTube, or his website "https://www.riskparityradio.com/podcast"). The foundational episodes recommended are 1, 3, 5, 7, 9, 12, 14, 16, 19, 21, 56, 82, and 184. The next meeting will be February 13th Thursday @ 7pm @ Old Bridge Library, all are welcome to join the fun! Please mark yourself if attending on the event page so I can track an accurate head count as space is limited. I highly recommend to join the public Facebook group (https://www.facebook.com/share/g/1DVn2N8YhU/) as it helps me stay organized, but I also monitor this thread and email (BogleHeadsNJ@gmail.com).

[wojo_ate_ur_cat]

Now that NJ in-person meetings are up and running and after receiving some good feedback, I have requested to lock the old NJ threads and redirect NJ traffic to the new thread below.

viewtopic.php?t=447213

[LadyGeek]

Requested received.

This thread is locked to redirect the discussion to: New Jersey Chapter.