Personal Finance (Not Investing) • Health insurance denied one line item -...
Hi everyone. Looking to get your advice on what you'd do in a situation I am facing.Situation: I went in for my annual physical last month. As part of the annual lab tests, my doctor asked if I want...
View ArticlePersonal Consumer Issues • American Airlines Chelsea Lounge at JFK
My parents are arriving at JFK on a long haul flight from Asia and they have a six hour layover before their connecting flight to our city. It would be nice if they could relax at a lounge instead of...
View ArticlePersonal Consumer Issues • Filing amendment for 2023 tax return
Hello, I posted shortly after filing our taxes that our accountant had made quite a few mistakes on our 2023 taxes. So much aggravation but I am trying to move forward. After bringing all of our...
View ArticleNon-US Investing • UK Temporary non-residence: tax on interest/dividends
Hi allI have just realized that the UK charges CGT even while I am a non-resident if I go back there. quite interesting. So, I have been UK tax resident for 4 years out the 7 before UK departure, I am...
View ArticlePersonal Consumer Issues • Suggest decent khaki
I was wondering if you can suggest the brand of khaki that has good value and is durable that are available at a local store?Statistics: Posted by gavinsiu — Thu Jun 20, 2024 5:03 pm — Replies 7 —...
View ArticlePersonal Investments • Request input on portfolio during retirement years
I would like to request advice about my portfolio. I am 66 years of age and my wife is 58. We are married filing jointly. We both plan to retire in 4 months. We are both employed and I carry medical...
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Personal Consumer Issues • Does this look intentional?
My wife called me and sent me this while she is out with the kids... my son noticed it while they were getting in the car but not sure when we got it. The tire was still inflated so I'm guessing it...
View ArticlePersonal Finance (Not Investing) • Best Direct Indexing Options for S&P...
Hello everyone,I'm exploring direct indexing options for investing in the S&P 500 or VTI with a goal of taking advantage of tax loss harvesting. I understand that several platforms offer this...
View ArticlePersonal Investments • Is Now the Time to Buy Vanguard Total Bond Market...
I am a retiree. I have BND on my wish list for approx 10 months now. I'm still waiting for an entry point/price. I first notice it when BND price was a little over $68.00 in OCT 2023. Since then BND...
View ArticlePersonal Investments • Milestone hit/ Wanting to retire. Critique please
Dear wife and I have hit a crossroads and a milestone with our net worth and savings and we would like to get a critique and response from the Boglehead community as to the wisdom of retiring...
View ArticlePersonal Investments • Portfolio analysis - factor tilted portfolio
Age: 29Emergency funds: Three months worth of living expensesDebt: NoneHomeownership: NoneTax Filing Status: SingleState of residence: Washington stateApproximate size of total portfolio including...
View ArticlePersonal Investments • Should we buy out co-owners of rental property?
Hi all,We own a part of a single-family home rental property and are considering buying out the other owners. Would love to hear peoples’ thoughts.The property is a 1000 sq ft SFH on 9000 sq ft lot....
View ArticlePersonal Investments • Help with asset management after splitting with...
Hi, first post here. I recently went ahead and decided to cut ties with my financial planner due to very high annual fees. These past weeks I've been working on transferring all my accounts/assets to...
View ArticleInvesting - Theory, News & General • Roth Conversion at Beginning of Year
I was searching for Roth Conversion Calculators and came across the below video encouraging conversions at the beginning of the year or some variation....
View ArticlePersonal Finance (Not Investing) • Should I cash in savings bonds early?
I have a few savings bonds from many years ago and given the current interest rates in a vanguard settlement fund, I’m wondering if I’m better off cashing out of all these bonds and just putting the...
View ArticlePersonal Investments • 401K / IRA / Roth IRA Consolidations
Hello,My wife has switched employers several times over the last 15-20 years and now has a fairly "diversified" mix of accounts at different places - a current/active 401K at Fidelity, a former...
View ArticleInvesting - Theory, News & General • For people who duration match, is...
Just an curiosity question, for people who do duration matching, they might create a collapsing bond ladder. For example, I could create a 30 years bond ladder where each rung equal 1 year and then...
View ArticlePersonal Investments • Oceanview MYGA: trustee to trustee transfer?
Opened a Roth MYGA w/ Oceanview several years ago w/ funds from my Vanguard Roth. Big mistake. Now maturing next month. Vanguard trying to help w/ a transfer, but I can't reach anyone at Oceanview to...
View ArticlePersonal Investments • Mutual Fund to Brokerage Transition and Agent Authority
Faced with the inevitable, this week I transitioned from the mutual fund to the brokerage platform.My situation with agent authorization had been that I'd filed a form many years ago designating...
View ArticlePersonal Consumer Issues • Super tight connection in CDG - doable?
I messed up and booked a super tight connection in CDG later this year in November. The flight is on Air France BCN-DXB with the connection in CDG of just 1 hour. The flight is AF1049 departing BCN...
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