Personal Investments • International Value - fund or ETF selection
I agree with the above poster, and considering costs and historical proof of implementation I would only trust Avantis or DFA in a value tilted international fund.Statistics: Posted by rushrocker —...
View ArticlePersonal Finance (Not Investing) • another 5500ez penalty tale - $210,000
Yeah, those numbers seem out-of-line, even for the IRS. The failure-to-file likely led to the IRS making up its own numbers, which happens all the time. There are also an untold number of entry errors...
View ArticlePersonal Consumer Issues • What Movie Have You Recently Watched?
Anatomy of a Fall. We had a $1 movie from Comcast (look in rewards if you're a Comcast customer btw). This movie was excellent. Great storytelling, great acting, solid suspense as to who committed the...
View ArticlePersonal Consumer Issues • Dental or medical tourism disappointments or near...
I am not willing to go out of the U.S. for medical care. We scrimped and saved for many years and while it may be expensive, for now I'm willing to pay for U.S. based medical care, if/when needed....
View ArticlePersonal Investments • Need to choose a new brokerage firm: Vanguard vs....
Currently I have accounts at both firms. After I retire later this year my plan will be to consolidate all my accounts over to Vanguard for simplicity and close my Fidelity accounts. Both sites worked...
View ArticlePersonal Consumer Issues • Pressure Treated Decking Lumber
I don't know about you, but the local dump near me *will not* take pressure treated lumber. Specifically excluded. You can literally show up with a load, and they will turn you away. I cannot imagine...
View ArticlePersonal Consumer Issues • Flaunt Your High-Mileage Car
2012 Honda Accord 135,786 milesStatistics: Posted by CoAndy — Tue Feb 27, 2024 2:30 pm — Replies 936 — Views 145605
View ArticlePersonal Finance (Not Investing) • AMT credit confusion
Let me start by saying how crazy the AMT seems to be. I'm wondering if someone could possible help explain to me in very simple terms...Here is my situation. In 2022, I exercised ISOs of shares around...
View ArticlePersonal Investments • Asset Allocation questions after a windfall...
1. What SHOULD we be doing with the Fixed Income holdings, including cash... for near and long-term.? I don't think I have enough short-term. I need to do something but am not sure what. (My biggest...
View ArticlePersonal Consumer Issues • BMW named top pick in CR overall brand rankings
"CR’s coveted brand rankings list is based on the average overall score that combines road-test scores, predicted reliability, owner satisfaction data, and safety criteria for all of the tested models...
View ArticleInvesting - Theory, News & General • Robinhood 3% IRA Match
Why is that? What makes it different than a traditional? Would we have to do a rollover of current funds to a traditional and then continue contributing to the Schwab account? The sheet we use to...
View ArticlePersonal Finance (Not Investing) • Goofed on HSA contributions in 2018 - can...
Yeah we called fidelity and the CSR seemed more confused by this than we expected. Maybe I'll try getting a different one.Statistics: Posted by FishTaco — Tue Feb 27, 2024 2:34 pm — Replies 2 — Views 87
View ArticlePersonal Finance (Not Investing) • How to deal with/spend too much money?
We bought tickets for Steely Dan and the Eagles next week in Orlando. $300 each seemed a bit steep for us but we really like them.Statistics: Posted by Parkinglotracer — Tue Feb 27, 2024 2:37 pm —...
View ArticlePersonal Finance (Not Investing) • I got my tax refund today--and it doesn't...
On last year’s tax return (tax year 2022), I received a roughly $50 larger refund than what I filed. No explanation from the IRS. I used TurboTax also. Some area was likely miscalculated.Did you check...
View ArticlePersonal Finance (Not Investing) • Accounting Software for Construction Business
Depends a little bit on size of your company. We use Sage 300 CRE, but that's no exactly user friendly and probably geared towards a more sophisticated operation.Quickbooks Contractor Edition could be...
View ArticlePersonal Finance (Not Investing) • Why not convert all my funds to ETFs?
At Fidelity, you can auto-purchase ETFs to the exact dollar, just like a mutual fund.Just to clarify, is this is a one step/transaction process? You enter a transaction to move, for example, $3453.78...
View ArticleInvesting - Theory, News & General • The Final, Definitive Thread on...
Is HSBC $4k bonus for taxable account worth trying? Might just do Schwab for ease.Statistics: Posted by czaj — Wed Feb 28, 2024 3:05 pm — Replies 7620 — Views 1214377
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Personal Consumer Issues • Who's up for pickleball? Zero-zero-two. Game On!
Given enough courts, I don't think the sorting of players is a bad thing ... better or more competitive players can put together foursomes at their own levels. Without enough courts, I think the...
View ArticlePersonal Investments • Portfolio Allocation
Make sure you have stopped any automatic dividend reinvestment in the taxable account.In general, I would avoid selling off the funds in the taxable account to avoid taxable gains. If you want to...
View ArticlePersonal Investments • Where to find franchise opportunities?
Are you really building an asset with a franchise or are you buying a job and leasing a business model?Statistics: Posted by barnaclebob — Wed Feb 28, 2024 3:06 pm — Replies 15 — Views 1222
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