Personal Finance (Not Investing) • Bank of America/Merrill Edge - Preferred...
My all state auto premium coded as onlineNot in my experience. My insurance premium to Progressive coded as online, just as another poster reported above. This is also very recent, August 2024.Based...
View ArticlePersonal Finance (Not Investing) • Did Bogleheads Live podcast stop? If so, why?
I enjoyed Jon Luskin's Bogleheads Live podcast and I was wondering if it stopped a while ago (haven't had any downloads in my feed for some time)? I know Jon's busy in his various roles with...
View ArticlePersonal Investments • Investment math on when parent could consider giving...
What have these 3 offspring been doing with the 40K/year combined she's been gifting them? Perhaps they should consider setting up a separate fund to save for a house on their own. Hopefully, they...
View ArticleInvesting - Theory, News & General • 2024 Overconfidence - Let’s have a...
Stock dividends were in the 5%-6% range back then (compared to 1% today), and we had deflation during the Great Depression (which is WHY it was a Depression), and the Fed is on record saying they will...
View ArticlePersonal Investments • What do Rick Ferri and Jon Luskin's give as advice?
hey community,I have been waiting for @Rick Ferri over a year, meanwhile Jon Luskin's rates have doubled. Now they are $2,895 minimum!https://jonluskin.com/one-day-financial-review/ (he shares samples...
View ArticleInvesting - Theory, News & General • The Final, Definitive Thread on...
Has anyone had success with getting their current brokerage to match an outside bonus offer in an effort to retain you?I've gotten Schwab to pay me a retention not so long ago - July, 2023.I certainly...
View ArticlePersonal Investments • Using up large accumulated capital loss with treasury...
The simplicity of using only one fund is appealing.Trade partners. Was wondering what might work better if SGOV fell out of favor after interest rates revert to normal.Searched "ultra short-term...
View ArticlePersonal Investments • How to transfer VMFXX to VUSX
Hi there,I want to change my VMFXX-Vanguard Federal Money Market Fund to VUSXX - Vanguard Treasury Money Market Fund.Please, can someone guide me on how to do that in Vanguard site? Thank...
View ArticleInvesting - Theory, News & General • Faith-based Investment Options,...
I invest as much of my family's equity allocation as I can (outside of our employer-sponsored retirement plans, which don't offer it) in Eventide's main fund (Gilead). Eventide has a thoughtful...
View ArticlePersonal Finance (Not Investing) • Health insurance - hip nation
Do you mean this company? HIPnation.comIf it is, the OP should read the membership terms of use. It mentions that it's not insurance, and it also provides no pharmacy benefits.Statistics: Posted by...
View ArticlePersonal Finance (Not Investing) • How to Pay for Medical School
Pay from taxable. Liquidate as needed.Statistics: Posted by Metsfan91 — Fri Sep 27, 2024 9:25 pm — Replies 26 — Views 1452
View ArticlePersonal Consumer Issues • My Dad seems lost in retirement. How to support?
You could ask him directly if he’s enjoying his retirement or if retirement is what he imagined it would be. If he asks why, it’s because you’ve noticed he seems low energy, not himself and you’re...
View ArticlePersonal Finance (Not Investing) • High W2 income making a mistake choosing...
So another post about various ways to save for college. Background: $400k+ single W2 earner, job/income stable, MFJ, 2 kids, 58yo when 1st child is college bound, and no plan to FIRE. I max out all...
View ArticlePersonal Finance (Not Investing) • Can a FIRE person receive social security...
Disability coverage is important since a disabled person can incur much greater living costs.In general, disability coverage, be it from social security or a private insurer, is meant to replace lost...
View ArticlePersonal Consumer Issues • Help understanding new car purchase
Be prepared for the dealer to NOT accept your trade in. I purchased a new car 4 years ago and the dealer refused to accept my trade in. They said it wasn't' worth the hassle to sell it at auction. We...
View ArticlePersonal Investments • Home Equity in Asset Allocations
When calculating AA how does one compute the potential liquid cash value of home equity. Lets say you could downsize your non mortgaged primary residence and cash out 500K of home equity and use the...
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Investing - Theory, News & General • [Are] Bogleheads Tilters and Timers[?]
[...] Just because you have a lot of master-highlighted Thomas Kinkade prints on your walls, which you bought as investments, does not mean that I need to have some, too.A cruel thrust ... Statistics:...
View ArticlePersonal Investments • When rolling over a traditional IRA to a Roth, can you...
I've posted this in other threads but one often overlooked reason for having money in Roth IRAs is it lets you uncouple cash flow from taxable income. We have enough in Roth now that we have a sudden...
View ArticlePersonal Investments • Vanguard Wealth Management for clients having 5 M + in...
This is exactly why my eggs are not in one basket. If I want advice, I will seek it out.Statistics: Posted by Retiredrocketbuilder — Sat Sep 28, 2024 9:22 pm — Replies 23 — Views 2139
View ArticlePersonal Finance (Not Investing) • Question for those who have sinking funds
Sinking funds?What's that?My view is that it’s saving ahead for semi-foreseeable (you know they’re going to happen, just not necessarily when) lumpy expenses. New roof. New fridge. Substantial car...
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