Personal Finance (Not Investing) • Commercial Real Estate advise
I am hoping to get feedback or suggestions on how to proceed.In 2005 I bought a 1.5 story 40'x100' piece of commercial real estate in for $550,000.Since that time, I have rented it out to a series of...
View ArticlePersonal Finance (Not Investing) • Best brokerage for HNW clients?
Over the years, we've moved funds to various brokerages to take advantage of bonuses, and now have a mix of joint and individual accounts at a few - Vanguard, Fidelity, Chase, Etrade.Total assets are...
View ArticlePersonal Finance (Not Investing) • Reporting Roth IRA information
My wife and I have Roth IRAs we funded while working. The Roths are over 10 years old and we are in our 60s. I never reported anything to the IRS about the basis (Form 8606??), but since we are past...
View ArticlePersonal Finance (Not Investing) • Forgot to cancel ACA before employer...
[Moved into a new thread from: Forgot to cancel ACA before employer insurance began --admin LadyGeek]reopening this thread as I have a slightly different situation. I have a BCBS policy purchased...
View ArticleInvesting - Theory, News & General • Investment Apps
Has anyone tried using Stockrover.com to manage their portfolios? If so what are your thoughts on quality, value, and features ?Statistics: Posted by Jehousto — Sun Aug 25, 2024 8:19 am — Replies 2 —...
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Personal Investments • Please help with plan to terminate i401k and roth convert
Hello all, thank you for the wonderful knowledge shared on this site. Found bogleheads in 2017 and have been soaking up knowledge ever since. For every 1 thing I learn, I find many more topics that I...
View ArticlePersonal Consumer Issues • Is AAA Plus Worth $200/Year for Two People?
A few months ago, I used my Erie auto insurance's roadside assistance when my wife locked her keys in the car. When it was time for renewal, I noticed an increase in my premiums. After shopping around...
View ArticlePersonal Finance (Not Investing) • More than GPA and MCAT? Data showing...
High school students interested in going to medical school are often advised that where they attend college will not have a significant impact on their chance of admission. Here is data that suggests...
View ArticlePersonal Investments • Annuity Question
We are retired, currently 65 and spouse 63. No children or anyone we care to save any money for after we're gone.We've been living off our savings now for about 13 years, everything is going well, but...
View ArticlePersonal Finance (Not Investing) • Schwab Checking/Direct Deposit/Holds?
For those who have Schwab checking and use Direct Deposit into the checking account: please comment on any holds that Schwab applies, how much, how long?We recently opened a Schwab checking account....
View ArticlePersonal Investments • Can I buy 4-week T-bills at Fidelity Thursday morning?
Can I buy 4-week T-bills at Fidelity Thursday morning ? Or it has to be on Wednesday. Thanks.Statistics: Posted by wellboy99 — Sun Aug 25, 2024 11:03 pm — Replies 2 — Views 400
View ArticlePersonal Investments • How should I proceed with this Financial Advisor?
So I've been working with my financial advisor for 2 1/2 years. For the first 2 years, things went pretty well with quarterly meetings to review my investments within my 401k and make changes through...
View ArticlePersonal Finance (Not Investing) • Lending money to a friend
One of my close friends is asking me to lend him money as a loan for his business need. 30K for two years. He is offering 8% interest per year. He is a dear friend and I do not want any interest. If I...
View ArticlePersonal Consumer Issues • Replacing 3 pane sliding door with static glass...
We have a 3 panel sliding door on a patio. Only one of the panels slides, the other two panels stay in the same place, but are offset (to allow the sliding door room to move. It lets sound and air in...
View ArticlePersonal Investments • Asset Allocation Question
Wife and I just entered retirement with $2.4M, mostly in IRA/401K. No pension, but both will receive S/S. I start collecting in October and it will pay ~1/2 of our yearly expenses. Plan on wife...
View ArticleInvesting - Theory, News & General • S&P500 or S&P500 equal weight?
A comprehensive article on both sp500 and sp500 equal weight surprisingly shows that in the long term the equal weight is far superior. Given the present rotation out of the big 7, it seems that it is...
View ArticlePersonal Investments • Portfolio Review
Emergency funds: Yes, 6 months expenseDebt: Approximately 200 k Mortgage @3.5 % 6k Credit Card balanceTax Filing Status: Married Filing JointlyTax Rate: 24% Federal, 0% StateState of Residence: FLAge:...
View ArticlePersonal Finance (Not Investing) • Risks of cash management account at...
Is there an increased risk of using CMA features at a brokerage that is not associated with a real bank (i.e. Fidelity or Vanguard)?There have a number of anecdotes about fraud on Fidelity CMA...
View ArticleInvesting - Theory, News & General • Christine Benz discusses her new...
LINK> Episode 73: Christine Benz discusses her new book, How to RetireChristine Benz discusses her new book, "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement," in Episode...
View ArticlePersonal Finance (Not Investing) • How best to move a "larger"...
Mother (mother-in-law to me) is giving my wife me about $10,000 in yen annually as "early inheritance" money to avoid a large inheritance tax bill at the end, whenever that comes.My wife has a bank...
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