Investing - Theory, News & General • Index Investing Basics - Revsited
Again, though, this source seems to suggest that the importance of bonds seems to primarily be about risk tolerance and planning for retirement or other goals for wealth. The ultimate point of...
View ArticlePersonal Investments • VFIAX,VIMAX,VSMAX vs VTSAX
Combining has the advantage of simplicity. Are you trying to tilt and hold percentages that differ from the total stock mkt index?Statistics: Posted by Rocinante Rider — Wed Mar 13, 2024 6:47 pm —...
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Personal Finance (Not Investing) • Excel Forumula Help -cumulative percentage...
I am making some improvements to my retirement investment tracker in Numbers (Switched from Excel a few years ago).I track many individual funds I invest in and also some I use as a benchmark like...
View ArticleInvesting - Theory, News & General • Vanguard Announces CEO Retirement...
IMHO this captures it best:"Rick FerriRe: Vanguard Abandoning Ship, Developing ‘New Brand Image’ has removed its ship logo from corporate documPost Fri Oct 23, 2020 1:29 pmNot surprised. This has Tim...
View ArticlePersonal Consumer Issues • BCBS and Costco Hearing Aids
i’m going to Costco Friday to start the hearing aid journey. New this year, BCBS requires pre authorization for accessing the hearing aid benefit. Has anyone has experience with Costco doing the pre...
View ArticlePersonal Finance (Not Investing) • How to sell diamond ring
I'd think you also want to start to determine what the cost basis is. I'm assuming this would be reportable as a capital gain -- if so, you need to know what the relative paid for it originally...
View ArticlePersonal Finance (Not Investing) • Cost of roofing and siding as a percent of...
My house is around $750K and we got the roof reshingled and siding on one side patch-replaced/painted last November for about $30K. Went through insurance as it was tornado damage on a 6 year old...
View ArticlePersonal Consumer Issues • Best approach for fascia and soffits?
Rip and replace with Azek or similar. Hardie is not as low maintenance in comparison.Statistics: Posted by edge — Wed Mar 13, 2024 6:52 pm — Replies 9 — Views 1878
View ArticleInvesting - Theory, News & General • Total Portfolio Allocation and...
OK, knowing your to-do list is long... here is another feature request:How about the ability to name the plan on the title page of the PDF?"Harry's Basic Plan""Harry Retires At 62, Mrs. Livermore...
View ArticlePersonal Finance (Not Investing) • Safe deposit box still a good idea?
Our bank gives us a free safe deposit box. but this week when DH went to get a car title out, the bank wouldn’t let him until we both came in together to sign a new “lease agreement.” So few banks...
View ArticlePersonal Finance (Not Investing) • How Much Cash Do You Keep In Your Home?
Most people who keep a stack of cash likely lived through the Depression.I think that is too long ago for this to be the case.... Most defn have that ending by 40/41. It might be more common in the...
View ArticlePersonal Finance (Not Investing) • Ran an analysis regarding the opportunity...
This wasn’t real estate investing. This was you buying a home to live in. That’s the take away.Winner winner chicken dinner.I don't look at the value of my 5-bedroom place or my cars because I bought...
View ArticlePersonal Investments • RMD
Trying to set up automatic RMD distribution. I click on the start link and all I get is a red circle that keeps rotating.Anyone else have problems?Statistics: Posted by eonny — Thu Mar 14, 2024 6:48...
View ArticlePersonal Finance (Not Investing) • Travel Medical Insurance for Europe Trip
There is a big difference between travel insurance, which covers travel costs, and overseas medical/evacuation insurance. We generally self-insure our travel expenses, but not the risk of a serious...
View ArticlePersonal Finance (Not Investing) • Uggh. Taxes. Cost Basis and date of purchase
I've never used Bettermint, but I would be surprised if they don't have that information, or at least did have that information. If not, you will need to dig through your past statements and find...
View ArticlePersonal Investments • Good REIT for SWAN and income?
..The "My %" column is the percentage of that stock in my portfolio.Code: My Income StocksTicker Yield My %ARCC 9.2% 1.5%GAIN 6.8% 1.1% Note: 2023 special dividends boosted actual yield to 17%!PG 2.3%...
View ArticlePersonal Finance (Not Investing) • RMD
Trying to set up automatic RMD distribution on Vanguard. Click on the start link and all I get is a rotating red circle.Anyone else?Statistics: Posted by eonny — Thu Mar 14, 2024 6:50 pm — Replies 0 —...
View ArticlePersonal Investments • Roth Conversion - Source for Paying Taxes
Your math is inconsistent. The money you send to the IRS from your taxable brokerage is after tax. The money you send from your Traditional IRA is before tax, and therefore itself subject to taxes....
View ArticlePersonal Consumer Issues • Extra Low Mileage Drivers: How much do you spend...
After I retired I downsized to one car and donated the older one. I currently drive around 4500 miles/year. The 6 month insurance premium dropped to $350 for two drivers with clean driving...
View ArticlePersonal Finance (Not Investing) • Letter to heir - what would you include?
so your suggestion is I write my son out of my will ?.... My point was sometimes it's delivery not message and knowing the audience. It's also about framing it so it's helpful for the individual and...
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