Investing - Theory, News & General • 2024 Berkshire Hathaway Annual...
My pleasure, sc9182!You can also follow the live updates of Warren Buffett’s commentary at the meeting.Link: https://www.cnbc.com/2024/05/04/live-up ... -2024.htmlStatistics: Posted by oldzey — Sat...
View ArticlePersonal Investments • Switching from TDFs to 100% equities at a young age
OP,1) What is the size of your emergency fund?I have 6 months of expenses covered2) Are you lucky enough that you will not have any financial emergency that exceeded your emergency fund over 40...
View ArticlePersonal Finance (Not Investing) • How to help bankrupt parent navigate...
I wish I had posted sooner. My husband is meeting with his mother and the lender later this morning to review their proposals. I assume giving someone who has declared bankruptcy a line of credit...
View ArticlePersonal Investments • TIAA Trad Rates, my plan
Please correct me if I am not understanding TIAA Traditional. When I view TIAA Traditional "performance" it shows I am earning 5.5%. But this is not true, correct. The bulk of my vintage, is earning...
View ArticlePersonal Finance (Not Investing) • How to react - laid off / outsourced
These things are done for profit and cost cutting. I think we know how this turns out.I haven't seen this movie before - please, spell it out for me. Use small words. Pretend I'm about 8 years...
View ArticleInvesting - Theory, News & General • Ken Fisher on passive investing
If you have more trust in an individual stock, for right or for wrong, and this helps you to cling on to the stock more than you would in case of a broad index fund, individual stocks can make sense...
View ArticlePersonal Investments • Pre-tax 401K vs traditional IRA after retiring
Regarding 401k-2 exclusion from legal liability issues, this is state dependent with a few states where this could be a major concern and most where it may well not be. Note the issue has to do with...
View ArticlePersonal Finance (Not Investing) • TWO password managers - one for security...
Don't use the password manager on the PC, only on my iphone. It's rare that I need access via the PC but when I do, I just manually enter it in. On a mobile app, I'll manually copy and paste. No plans...
View ArticlePersonal Investments • Implications of student stipend from 529?
Do you have any alternatives that would at least avoid paying the 10% penalty? Did your student receive any scholarships? If so, you can withdraw that amount without paying the 10% penalty (would...
View ArticlePersonal Finance (Not Investing) • Requesting inspection contigency when...
I'm sure I am alone in this opinion, very sure that I am very alone, but I hate finished basements, period. I live in PA and every house has some sort of basement problem. Once any part of the...
View ArticlePersonal Finance (Not Investing) • Share Your Financial Advisor Pearls
I like what I see at https://www.rootfinancialpartners.com through their YouTube videos. I'm not sure what their fee structure is, but the services they provide look very helpful.They ain't cheap at...
View ArticlePersonal Finance (Not Investing) • Please help: Can I upgrade to a single...
You can afford it based on your assets, but you will need to be actually frugal with your income, which maybe you aren't doing now. I would hesitate to make that purchase myself.Pleasing your spouse...
View ArticlePersonal Investments • How do I legally reduce my withholding to zero?
You are required to use withholding. Estimated taxes are not a substitute for withholding.Statistics: Posted by Nate79 — Sun May 05, 2024 8:25 am — Replies 5 — Views 837
View ArticlePersonal Investments • Retirement savings on good path: Spend or save now?
Is 65 or 75 yr old me going to notice a difference between those amounts? For quality of life? Likely not but that depends on your goals.I'm in your situation fast forwarded 12 years. Probably going...
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Personal Investments • $100k Net Worth at 25: A Teacher's Investment Journey
Since turning 20 in 2018, I've been aggressively investing and saving my income while living at home with my parents. Joining the Bogleheads community in 2020 further fueled my portfolio's growth,...
View ArticleInvesting - Theory, News & General • Generational Wealth - Mechanisms?
Create a dynasty trust, pay a percentage of it to beneficiaries every year. You become the trustee to manage the investments. Make it irrevocable after your death then you have generational wealth.But...
View ArticlePersonal Finance (Not Investing) • Tax loss carryover limit?
Thanks for the help, I’ll check out the tax form. Did my own tax returns for 20 years then started using a tax service for many years, I do think it’s a great learning experience to do your own taxes....
View ArticlePersonal Investments • Bond coupon question
The SEC Yield is the yield that you will receive going forward (looking forward); funds are required to make their best effort to estimate this and report.That is not correct. The SEC Yield is a...
View ArticlePersonal Investments • Worried about vanguard
.They all have some 'going ons' if you read other forums.. The Schwab adsorption of TDAmeritrade has ruffled plucked some feathers recently. Vanguard MAY be more in a state of flux recently - the CEO...
View ArticlePersonal Consumer Issues • Transportation options for airport pickup/dropoff...
I did this exact trip one month ago with 5 people. Uber/Lyft XL will get you a minivan or SUV with 3rd row. Rideshare pickup area is not in terminal but there are shuttle buses. Was around ~$105 (incl...
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