Personal Finance (Not Investing) • Your worst investment move?
I was in my early 40's and finally had a little bit of excess income. An older business associate cornered me 2 years in a row at our annual sales meeting and very forcefully told me it was time I...
View ArticlePersonal Finance (Not Investing) • One time estimated tax payment jan 16 for...
Interestingly, TT prints out estimated payments for 2024 and those are calculated higher than previous years though my total income wasn't that much different. Ignore them. TT's estimate payments...
View ArticlePersonal Finance (Not Investing) • Joint accounts don't automatically...
My father-in-law's Bank of America checking account suddenly was liquidated to $0 with a hold/pending for the entire amount and we panicked, thinking it was hacked. We called BOA fraud department...
View ArticlePersonal Consumer Issues • Toyota Crown Signia vs Model Y vs Cybertruck
I own a small medical practice. Can I put a logo on the car and write it off?One of the oldest tax scams in history. No, you can not.But you might be able to deduct the $15 cost of the magnetic sign...
View ArticlePersonal Investments • Any downside to multiple brokerage accounts at Fidelity?
I'm not sure if this was mentioned yet. I opened a second brokerage account to get some silly little bonus. I don't remember how much. Maybe $300. Anyways, after I received the bonus I wanted to close...
View ArticleInvesting - Theory, News & General • Direct Indexing Adventure
March 2024 summary (1+ year in the direct index)As I sort of expected the activity has *really* slowed down in terms of TLH... The problem is that the market has been generally up so there aren't many...
View ArticleClik here to view.
Personal Consumer Issues • Bird watchers – what birds are you seeing?
Early trip to Bear Swamp (Wicomico Co) to see what is arriving.A few warblers trickling in: Pine, B&W, Louisiana Waterthrush, Yellow-throated.Variety of others including a few Hermit Thrushes...
View ArticlePersonal Investments • Help me with a three-fund portfolio
@All @bonesly @beensabu @ruralavalonYour answers lead me step closer to an actionable investment plan. I really appreciate and thank you all for that.Now,1. I want to do an 80/20 AA with 70/30 US/INT...
View ArticlePersonal Finance (Not Investing) • Bank of America/Merrill Edge - Preferred...
Hi, Anyone know from experience whether a transaction made today (march 31; end of quarter sunday) for something that ships today or completed today (for example a digital gift card from amazon) would...
View ArticlePersonal Consumer Issues • Flying Private: How Safe? Best Options?
Flying private jet and turboprop are two different experiences. Not so much from a safety point of view, but as comfort is concerned.Personally, I would never trade commercial passage for a small...
View ArticlePersonal Investments • ETF vs Index Funds - Either or Or Both?
@allTo clarify, These are what I was referring to ETF’sVTI Vanguard Total Stock Market ETFVXUS Vanguard Total International Stock ETFBND Vanguard Total Bond Market ETFVT Vanguard Total World Stock...
View ArticleClik here to view.
Personal Finance (Not Investing) • Etrade (Morgan Stanley) 2 Tax Statements...
Helpful thread, got both imported, though had to recheck things multiple times in H&R Block to make sure all was well.Wonder why ETrade/Morgan didn't just do this change at year end? Seems like it...
View ArticlePersonal Investments • 18 year old [grandaughter. Recommend an account for her]
The 18 years old and living with a SO would cause me a some concern. A Roth, which you could help her fund, would make sure that the money you gave her could only be used for herself.A trust could...
View ArticlePersonal Finance (Not Investing) • Struggling with appropriate level of...
One more bump because life takes interesting and sometimes unpleasant twists and turns:My mother committed to sell her place. We found a condo near us that accepted a contingent offer. I traveled to...
View ArticleUS Chapters • Happy Easter
This thread is now in the US Chapters forum (community).Please note that forum policy does not permit religious content. See: Politics and ReligionIn order to avoid the inevitable frictions that arise...
View ArticlePersonal Finance (Not Investing) • Dedicated Financial Computer Master Thread
What I don't do on this machine is read daily news, video conferencing, streaming movies or other entertainment, browsing sites with ads unless needed to support activities in the prior paragraph,...
View ArticlePersonal Consumer Issues • wobbly 4th leg of utility tub
I would have the handyman correct his work or do it myself.Statistics: Posted by tetractys — Sun Mar 31, 2024 2:14 pm — Replies 5 — Views 384
View ArticleClik here to view.
Investing - Theory, News & General • Do you put any stock in Vanguard's...
Let's try not to create conspiracy theories on zero evidence. These brokerages are following valuation models and international has had a low valuation relative to the US for quite some time now....
View ArticlePersonal Finance (Not Investing) • Retirement to SEA seems too easy?
Philippines is pretty safe, I’ve lived in Boston and London so know how to use common sense. Carluccius8080,A) If you are comparing Philippines with Boston/London, then, I believe you have no idea...
View ArticlePersonal Finance (Not Investing) • No 1099-R - late 2023 RMD question
Ok got it. I will look to include the form 5329 in my 2023 return. Thank you all.RandStatistics: Posted by RandalThor — Sun Mar 31, 2024 2:15 pm — Replies 16 — Views 701
View Article