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Personal Finance (Not Investing) • credit card transfer

Just off the phone with my niece. She is in a tough situation. Her husband was in charge of finances and he allowed credit card balance to reach a high (but reasonable) balance. She caught it before...

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Personal Investments • HSA Bank Eliminating Schwab Investing Option

Public service announcement.HSA Bank's website includes this statement about their new fees for investing: "Fees may vary if your HSA is through your employer." I have posted a couple times with some...

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Personal Investments • Money market fund etf

USFR and SGOV and BIL are all good MM-like ETfs, but I can't see how they will get money out faster for paying bills, they have T+1 settlement too.I guess I sell stocks/ETFs so rarely that I didn't...

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Personal Investments • Should we start doing Roth conversions?

You probably could do to the top of the 22 or 24% brackets now given that tax rates are set to go up in 2026. Your accounts still may grow but will grow more slowly with the conversions. Likely you...

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Personal Consumer Issues • Need reoommendation for a document scanner

I use the Fujitsu ScanSnap IX500 and am satisfied with the performance. It is an integral part of my home office that I could not do without. I scan almost everything including tax documents (which I...

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Investing - Theory, News & General • TIAA whistleblower complaint

the industry consensus is TIAA makes around 1.2% on TIAA Traditional, far more than other types of investments. Hmmm. Where does that 1.2% (probably several billion dollars!) actually go? It's a...

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Personal Finance (Not Investing) • Medicare with employer coverage

My wife became totally disabled when I was still working. She told me to make my health insurance primary and Medicare secondary (she signed up for Medicare after the 2 year waiting period while she...

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Personal Consumer Issues • What are you listening to now

I have a confession: I have never heard Godzilla! I had to wiki Blue Oyster Cult to see what songs they had : the Reaper and I’m Burnin. I never bought any of their albums. I don’t know why. Funny!...

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Personal Investments • Portfolio Review - A Retiree

Thank you for sharing your story. And good luck!Statistics: Posted by trueballer — Wed Aug 07, 2024 2:39 pm — Replies 7 — Views 432

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Personal Investments • Unclaimed Funds on a Custodial Account

I feel like I'm stating the obvious but you are entitled to keep the money, and your aunt is entitled to write you out of her will. Personally, I would graciously comply with your aunt's request,...

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Personal Investments • Add more bonds? [portfolio review]

Will I keep calm when there is a real bear market? I'm considering allocating 5% or even 10% to treasury now. Is this a good idea?Do you have an emergency fund? Reframe it by including the dollars in...

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Personal Investments • Opinions on 90/10 Portfolio by Warren Buffett

deletedI don't think it's particularly confusing. While I don't necessarily agree with the advice, the advice is very clear. 90% in the Vanguard S&P 500 fund and 10% in short term treasuries (not...

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Personal Finance (Not Investing) • Chase $900 Checking + Savings Bonus

Last time I used the similar offer was in 9/22/22 (account closed on 4/11/23). So when can I do it again?September 22, 2024, according to my offer, anyway.Thanks.Statistics: Posted by samulta52 — Wed...

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Personal Consumer Issues • Above garage house extension

Thank you to all for your responses. Looks like going through architect is the way to go. I imagine I could pay them to just visit the property, draw up some rough plans and get an idea how much it...

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Personal Finance (Not Investing) • pretend banks

It took them 12 hours to report it. I would have gone online and locked the card within minutes or ASAP...not waited 12 hours. But that's just me....The Reddit poster even acknowledged they didn't...

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Personal Investments • Why numerous years of cash cushion?

I have read multiple posts of people having numerous years of cash for a severe market downturn, so you don't sell equities. I get it.Why cash? Why don't you sell some of your bond funds in a down...

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Personal Finance (Not Investing) • Transfer/give kids their Vanguard accounts...

You can, in fact, ratchet up a small amount in their accounts, tax-free each year. But that's easier to do when you have power over their accounts, rather than coaching them through it. Beware though,...

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Personal Consumer Issues • Recommendations for cheap beater truck

I'm looking for recommendations for a cheap "beater" truck. Truck, in order to have an open bed for manure and similar. By cheap, I mean $3k or less. Such a thing does not exist at this time....

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Personal Consumer Issues • Washing machine crapped out (Samsung)...

Gasket is actually pretty easy to replace on a lot of front loaders, should be a 15 minute job with the right tools.The issue is with the laundry room that the pair is in - it's TINY and there's...

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Personal Finance (Not Investing) • Pay Off Car or Mortgage

pay off the car.Better question is why are you driving a $40,000 BMW? My $20k Subuaru Cross Trek works just fine.Because you asked so pretentiously, because I'd rather be 20k poorer than drive that.I...

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