Personal Finance (Not Investing) • Medicaire, IRMAA and the like
I have an email into the person who sold me the Oxford insurance plan at mybenefitadvisor.com asking about whether my wife can still be covered and if there is anything United Healthcare will require...
View ArticleInvesting - Theory, News & General • FYI: not all Fidelity rollover IRAs...
Ah - thanks team; I must be too young to even realize the "default" mutual-fund only Rollover IRA option -- as it ever existed in Fidelity.We've always been ETFs and some individual holdings in...
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Personal Investments • Seeking investment advice for FIL....
Short summary - my wife and I have been asked to take care of her dad's personal finances since my MIL passed away a few years ago. We are finally clear of substantial credit card debt that my MIL had...
View ArticlePersonal Finance (Not Investing) • How to assess if MA muni bond will be...
Once logged into Fidelity, if you click on a bond description, you can then look for "Workout Date" under Issuer Information. As Fidelity puts it, "based on the current price and call schedule for a...
View ArticlePersonal Investments • active funds that beat index over last decade
4) One would sure like to see the actual list of funds they place in each category. Or at least a clear statement of how they determine membership in a category.Agree. I’d also like to see a detailed...
View ArticlePersonal Finance (Not Investing) • How to pay for a Roth Conversion in...
A question I have (currently 50 years old), is what is the best way to pay for Roth conversions in retirement. My understanding is people take advantage of their "gap years" to do these conversions....
View ArticlePersonal Consumer Issues • Where to find a gigantic goose down duvet?
Suggest measuring the one you have now. Typical king is 107" wide. Cuddledown makes an oversized king that is 116" wide, gaining you 9", or 4.5" additional drop on each side. I think you are asking...
View ArticlePersonal Consumer Issues • HVAC decision help please
If you don't want to go the heat pump route, I think some of the newer systems with variable speeds can achieve the same thing. Just ask your HVAC people about a blower that can run continuously. We...
View ArticleInvesting - Theory, News & General • What are you up YTD? [Year To Date]
It’s easy. Don’t participate. Good luck to you.Statistics: Posted by AlohaBill — Sun Jul 07, 2024 10:23 am — Replies 5357 — Views 953467
View ArticleInvesting - Theory, News & General • Can you be a value investor and...
I hold a slug of VBR; during our accumulation years we were very heavy small/mid-cap value.Statistics: Posted by jebmke — Sun Jul 07, 2024 10:23 am — Replies 2 — Views 76
View ArticleInvesting - Theory, News & General • I am having FOMO. Please remind me...
So the thing with EF as an income replacement fund, is that bad bear markets often, though not always, coincide with bad job markets. So you may lose 20-50% of your investments, lose your job *and*...
View ArticlePersonal Consumer Issues • Global Entry or Passport renewal First?
Renew your passport now. The 6 month remaining validity requirement is very real and you can end up being denied boarding a plane. Many countries only require 3 months, but you don’t want to risk it....
View ArticlePersonal Consumer Issues • Is it me or does Trader Joes stock family portion...
TJ doesn’t have family sized items, but families are made of individuals so you can just buy more single-servings. But then again for all the online worship of TJs there are other stores that sell the...
View ArticlePersonal Consumer Issues • Best suv lane-keeping systems?
Interesting discussion.I am my own system. I shut this feature off the first hour after I bought my car. The whole idea seems pretty useless to me. I am able to stay in my lane without assist.I like...
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US Chapters • Post your Financial Milestone Announcements Here
I saw this updated thread and decided to look at the entire portfolio after a long while. It's a pleasant surprise that I have been able to reach my 10M goal sooner than I anticipated. Thought of...
View ArticlePersonal Investments • Newly retired, portfolio review and rolling 401k
Thank you for sharing your experience Niagara_Guy. We need help getting this right! We will digest the info and compare it to our fund placements.Statistics: Posted by RetiredWeAre2024 — Mon Jul 08,...
View ArticleInvesting - Theory, News & General • Mid-year Check-in on Net Worth
Total net worth up about 13.5% since end Dec '23Prob. a combination of markets, saving, retirement contributions, home(s) equity [mortg payment + appreciation].I think mostly market returns though.A...
View ArticlePersonal Investments • Is this a good international fund?
This appears to be a Collective Investment Trust. See the wiki athttps://www.bogleheads.org/wiki/Collect ... ent_TrustsGiven the expense ratio and the index it tracks I wouldn't hesitate to invest in...
View ArticlePersonal Finance (Not Investing) • Contractor (1099) Worker -- 401k and...
...I think most of the solo401k providers do allow incoming rollovers from IRAs (instead of just 401ks), but worth checking to be sure before you open one...From the browsing research I've done it...
View ArticlePersonal Consumer Issues • Hanging laundry room cabinets no studs
Digesting all these helpful posts. I really need to reread as I am not a very handy individual. Appreciate the help!I would recommend hiring a handyman. This isn’t a hard job, but it does involve...
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