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Personal Investments • How's my portfolio looking?
It's been a while, wanted to run this past the experts here to see what you think of my portfolio, and if there's anything I can do to improve it. Let me know if I need to add any more info....
View ArticlePersonal Finance (Not Investing) • Rule of 72t. Need information
I am looking for why it is not a good idea. And viewed as a last resort to access money. I want to retire a few years earlier than 59.5. I have a done a good job saving. I don't see why I shouldn't...
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Personal Investments • Any financial adjustments?
Wow thank you for the Monte Carlo simulation. That’s a very thorough analysis. I appreciate you running that for me. It definitely helps with some of my assumptions. Currently I am all vanguard funds...
View ArticlePersonal Finance (Not Investing) • Bank of America/Merrill Edge - Preferred...
Has anyone had luck with any of the affinity cards for customized rewards lately? I tried the links on this site: https://gist.github.com/evantobin/1040d ... 50fcb9bbc7 and none of them are working....
View ArticlePersonal Consumer Issues • Travel to London
You'll likely get lots of excellent suggestions. but here's my top two for you:Imperial War MuseumWestminster AbbeyCheck out YouTube to easily track down evidence of WW2 in London. There's plenty of...
View ArticlePersonal Investments • Roth thread regarding using 60 day rollover to pay taxes
Thank you both for the quick response. Wanted to confirm that I need to open a brokerage account in order to complete the transfer into the Roth. I seem to recall that it was best to open a brokerage...
View ArticlePersonal Finance (Not Investing) • Purchasing a home with a Leased (Solar...
No personal experience with leased panels from Tesla but did buy a house with owned Tesla panels which was pretty seamless. I am sure leased solar panels are one of the things Real Estate agents dread...
View ArticlePersonal Investments • Are IBonds still a decent investment?
hope this is not too far of a digression, but since the question remains whether IBonds are a decent investment, it seems we need specify: a) for whom b) whenwith that in mind, I would like to ask a...
View ArticlePersonal Investments • Sell Treasury Note before maturity?
I have had better returns on the other 50% of my portfolio that I have invested, on my own, in Mutual Funds, ETF's and some Stocks that I chose from a few different Dividend Aristocrats.I regret tying...
View ArticlePersonal Consumer Issues • VRBO host asking for photocopy of driver's license...
I am sure that the host will let you cancel your reservation if you are not willing to provide a copy of your DL (your option 3). However, what do you have to lose with option 2? To those that think...
View ArticleInvesting - Theory, News & General • Buffered ETF's
I have a question. What the heck happened to BUFF in Jan-Mar 2020? Yikes.https://www.portfoliovisualizer.com/bac ... 8psi4JWI8iStatistics: Posted by GaryA505 — Mon Jul 22, 2024 12:58 pm — Replies 66 —...
View ArticleInvesting - Theory, News & General • Trade Date vs. Settlement Date...
Record Date is the controlling factor. You are not recorded as being the owner until Settlement Date.Sorry, I forgot to state this was a sell order.Ok, then you are the owner of record until...
View ArticlePersonal Investments • Please Critique: Investment Strategy with TIPS
Well, if it's an already-established non-rolling ladder, and there's enough or more than enough per rung, there's really not much to explain. Scenario: A rung spills out, some of it gets spent on...
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Personal Finance (Not Investing) • Share your net worth progression
Progression:2016 - Age 25: $12K2017 - Age 26: $35K2018 - Age 27: $63K2019 - Age 28: $117K2020 - Age 29: $195K2021 - Age 30: $263KMy goal after finishing college was to have 100K invested in the...
View ArticlePersonal Finance (Not Investing) • Creeping of Social Security Taxation
i use the worksheet in this video to assist with planning on ss taxes.https://www.youtube.com/watch?v=ZetbFdEqi2AStatistics: Posted by Syner01 — Mon Jul 22, 2024 1:00 pm — Replies 7 — Views 500
View ArticlePersonal Finance (Not Investing) • Proposed update to Health Savings Account...
...It's rare in the general population, but the math says that someone following Bogleheads principles can do it without much trouble.And whether the Boglehead wiki should be targeted toward "elite...
View ArticlePersonal Finance (Not Investing) • StateFarm homeowners Insurance increased...
Mine went up 35% in MN -- no claims, except in MN, everyone knows to wait until a hailstorm to get a new roof that will be covered by insurance. I might be one of about 3 homes in our neighborhood who...
View ArticlePersonal Investments • Vanguard LifeStrategy Fund vs. MMMF vs. 100% Equities...
I say intermediate because this will likely take several years–we both regularly make max Roth IRA contributions but maxing out 401Ks from our regular salaries a bit of a stretch. Right now, we're...
View ArticlePersonal Finance (Not Investing) • How/when to communicate with kids that...
We have two kids. Oldest is 8 years away from college and the youngest is 11 years away.Who knows where things will be after 8 years. Almost all of our savings goes to retirement accounts these days....
View ArticlePersonal Investments • Creating a three-fund portfolio with limited 401k options
I think your three bolded choices are "good enough", further fine tuning is probably a futile effort.Rick Ferri talks about this when he talks about "Complexity" as the third stage of Investor...
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