Personal Finance (Not Investing) • Will related issue
Who is this lawyer and what does he have to do with anything?You should have given the original will to the named executor. Since you didn't, I think you should now give a copy of the will to the...
View ArticleInvesting - Theory, News & General • Does double taxation occur if the...
Owning stocks gives you ownership in a company. Hopefully the company makes a profit. If profit is made it reinvests the money i. Itself to sour growth, it pays out profit to is stockholders as...
View ArticleInvesting - Theory, News & General • Vanguard Cash Plus Account
I linked my cash plus account with my Bank of America credit card. It is set up for monthly automatic payments. The first payment recently completed. The automatic payments are initiated at Bank of...
View ArticlePersonal Consumer Issues • Surprise out of network
Went to have a procedure performed at a facility co-owned by my orthopedic surgeon. Big sign behind the check-in desk reading "we always bill at in-network rates." Subsequently received an...
View ArticlePersonal Finance (Not Investing) • Anyone have their financial advisor retire
When I used a financial advisor centered around one principal, I was worried about the same thing. I inquired and was told there was a succession plan in place. I think you can find this on an ADV...
View ArticlePersonal Investments • Porfolio Review
Thank you for the insight. 3 years from now when I hit 50 I am hoping to switch jobs to something much less stressful, probably lower income, and less hours. By that time I'll have the car loan gone...
View ArticlePersonal Investments • 62 years old; new investor with newly inherited $
They own their residence, which has a mortgageWhat are the details on the mortgage? It could be that paying it off would make sense.Statistics: Posted by Watty — Wed Jan 24, 2024 11:26 pm — Replies 1...
View ArticlePersonal Finance (Not Investing) • Joint Return, one spouse unable to sign
I know you didn’t want this answer, but just sign for him and say incapacitated. Of course, if DIY electronic submittal, just submit it since no written signature required. Does anyone think the IRS...
View ArticlePersonal Finance (Not Investing) • New Fidelity Private Client Policy?
The free named rep is one of the first things to go if Fidelity is going to follow Vanguard's lead on brokerage cost cutting.Don’t threaten me with a good time.Thank you for the best chuckle of the...
View ArticlePersonal Consumer Issues • Ceiling fan Qs
Having replaced 2 fans installed by the builder, I only have this to say: https://bigassfans.com/And no whining about the price.Probably great fans. I live in SoCal and it would be hard to justify the...
View ArticlePersonal Investments • Retirement Model for Partial Work
What is the retirement model to consider if one has an income that equals one's monthly expenses? Wifey and I both love our work and would keep at minimum one day a week, which would defray all our...
View ArticleInvesting - Theory, News & General • Robinhood 3% IRA Match
Hence why I’m transferring only $500K just in case.Statistics: Posted by nextmilenium — Wed Jan 24, 2024 11:46 pm — Replies 333 — Views 15122
View ArticlePersonal Consumer Issues • What are some of the things that improved YOUR...
Children+1000Statistics: Posted by ScubaHogg — Wed Jan 24, 2024 11:46 pm — Replies 63 — Views 4731
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Investing - Theory, News & General • To rebalance or not rebalance?
If some funds are doing better why do you want to rebalance? What are some of the pros and cons to this or not doing it?Not rebalancing obviously stands a chance of higher returns. What happens when...
View ArticlePersonal Consumer Issues • Any Travel to China in the Last Year or so
I last visited China about 10 years ago. But I came across a couple of videos made by youtubers from Singapore who discussed the use of mobile payment using Wechat or Alipay. The youtubers did an...
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Personal Investments • Investing in a commercial NNN lease for a gas station
EV vehicles are not working out for the Auto MFG's and they'll change course back to what is profitable which is fine an reasonable, Car dealership lots are filled with EV's they can't convince people...
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Personal Finance (Not Investing) • No-state-income-tax states are not good...
#1 in US in manufacturing work?Do you have a reference for this? What exactly does CA manufacture? Aircraft - no, cars - limited, semiconductors - no, computers - no.Surely you are joking. It's not...
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Personal Consumer Issues • What Movie Have You Recently Watched?
I really, really don't get claymation but it was perfect for this story. Worth watching.Check out the Wallace and Gromit movies. They set the standard for Claymation, plus they are simply good...
View ArticlePersonal Finance (Not Investing) • Any reason to not superfund 529?
The benefit of the 529 is tax-free growth, so the earlier you can fund it, the more benefit you get out of it. Therefore I think it's a good idea to superfund if you can afford it, and to stop...
View ArticlePersonal Investments • 60/40 vs. 67/33 plus bond allocation question
Asking for a friend, whose portfolio is approx 15 mil. Is there a significant difference in risk/return between the standard 60/40 allocation vs. a 67/33 allocation? I feel comfortable allocating the...
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