Personal Finance (Not Investing) • YNAB Alternative w/ Fidelity CMA?
I've been using YNAB for budgeting for a bit but I recently got married and enrolled in a joint Fidelity CMA. It's not importing our transactions to YNAB, I've done the chat, escalated, etc. and nada....
View ArticlePersonal Investments • 529 makes sense here?
Son went back to college after being laid off. Does it make sense to fund a 529 for him as a CA resident from my RMD.Will need to tap into it in 2 years.All the 529 advice from the forum are for...
View ArticlePersonal Investments • Need help changing 529 AA
I have a Utah 529 for my child in 7th grade. Current value is 90k over half of which is gains. I am no longer contributing any funds to the 529. Current AA is 100% TSM index. My goal is to have a...
View ArticlePersonal Finance (Not Investing) • Buy bay area home or no
Currently mulling a home purchase in the outskirts of the bay area. Would only commute about half the time across the household. I am looking to buy here for non financial reasons and very comfortable...
View ArticlePersonal Finance (Not Investing) • Seeking Guidance on Aligning Life Goals
Hi Bogleheads,My spouse and I are at a crossroads in both our personal and financial lives, and we're looking for advice on how to better align our goals and make key decisions together. Here’s some...
View ArticlePersonal Finance (Not Investing) • Advice needed on home addition
Hello Bogleheads, first off, thank you for your helpful guidance throughout the posts in this forum! I have leaned a lot!I need an advice on a house addition project:My house's current value is ~ 1.3M...
View ArticleNon-US Investing • Bahrain - Building a Lazy Portfolio
Hello everyone, I'm completely new to this stuff and have been doing a lot of reading trying to educate myself recently. Stumbled upon this lovely community and after using the Boglebot, I was...
View ArticleInvesting - Theory, News & General • Sr Bank loan & floating rate...
Does anyone know much about these etf's? Such as... SRLN (blackstone sr loan), FLBL (franklin sr loan), TFLR (t rowe floating rate), BRLN (ishares gloating rate. They pay a high yield. I'm not clear...
View ArticlePersonal Finance (Not Investing) • Driving Weather
Driving a few hundred miles between upstate New York and NJ for thanksgiving. Is there an easy website or app to get the forecast weather and road conditions along the way? I end up on the national...
View ArticlePersonal Consumer Issues • Why Would an eBay Seller Want to Process a Partial...
I recently agreed on a partial refund with an eBay seller for a transaction. The seller has asked for my PayPal email to send the refund directly, rather than processing it through eBay.I’m curious...
View ArticleInvesting - Theory, News & General • Clarification on Passive Management:...
Hi everyone, I’ve been diving into the concept of passive management and am confused about its definition. My Understanding:From what I’ve gathered, passive management usually involves replicating the...
View ArticlePersonal Finance (Not Investing) • Seeking Advice: Does It Make Sense to...
I’m considering selling my townhouse (1900 sq ft) and would appreciate some advice on whether certain repairs and updates make sense financially. The house has appreciated from $500K to $680K, and I’m...
View ArticlePersonal Consumer Issues • Just Me? Can Anyone Login to Vanguard.com?
Is Vanguard's website down? Been trying since 6:30am CST, now 7:30am CST.Statistics: Posted by bhwabeck3533 — Wed Nov 27, 2024 7:26 am — Replies 9 — Views 223
View ArticlePersonal Finance (Not Investing) • TurboTax OK with foreign AirBnB?
I'm a Spanish citizen who moved to US two years ago. I own an apartment in Spain that I rent through AirBnB.Last year I hired an accountant specialised in US/Spain taxation and he did a decent job but...
View ArticleInvesting - Theory, News & General • Tax advantaged accounts vs moderate...
I can’t really find good analysis on this topic. Doesn’t it make sense in the long term to max tax advantages accounts before paying moderate debt (5-7%)? Of course credit card debt is completely...
View ArticlePersonal Finance (Not Investing) • Fidelity corporate money market
We opened a corporate brokerage account and need to place a large sum of money (>200k) in a money market. Can anyone recommend the best choice for safety and yield? I know with vanguard we were...
View ArticlePersonal Finance (Not Investing) • Suggestions for financial tracking software..
Happy Thanksgiving Everyone,I have accounts with two different credit unions and some of the main brokerages. I am looking for suggestions for software where I can track returns, balances and net...
View ArticlePersonal Investments • 20 years with same asset allocation -- thinking of...
I'm 40 and have had the same asset allocation since age 18-20. I simply copy the lifecycle 2050 fund -- with domestic, international, and bonds.After staying the course for 20+ years, I'm having...
View ArticlePersonal Consumer Issues • How to block ads and auto-play on iPhone?
After a decade of using Android, I bought an iPhone 16.What are the best browser/extension/settings to block ads AND to block auto-play videos?I've configured Firefox and Brave so that each...
View ArticlePersonal Consumer Issues • What Are Your Favorite Podcasts? And Why?
Dear friends,What are some of your favorite podcasts and why?Currently I am listening to:1. The Daily (NYT) - dives into the headlines a bit deeper in short 20 minute episodes2. The Ezra Klein Show -...
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