Personal Finance (Not Investing) • Suggestions for individual, independent...
Hi all,I've been using independent agents that plug into Atlas Insurance brokers system for auto/home because my parents have been using them.Atlas will not allow me to transfer agents unless the new...
View ArticlePersonal Finance (Not Investing) • Trust DNI [Distributable Net Income]
The trust has income and assets. Is it possible for the trust to make a distribution to its beneficiaries from its assets rather than income, DNI?For example, imagine the trust has $1M in stocks. It...
View ArticleInvesting - Theory, News & General • Conversions from MF to ETF on...
I was going to convert a couple of mutual fund holdings to their ETF counterparts today (Vanguard), but it turned out to be a pretty volatile day. This got me to wondering if there are any negatives,...
View ArticlePersonal Consumer Issues • Can I dispute this charge from Uber
Last week I went to London and booked a Uber from hotel to the airport. The price I booked was 113 pounds and it was charged the morning of the departure day. The driver picked me up on time and no...
View ArticlePersonal Finance (Not Investing) • Question on FBAR and repatriating money to...
Hello, For the purpose of simplicity, I’m using all amounts in USD. I recently sold empty land (not farm land, property land but never built a house) in a foreign country and money is deposited to my...
View ArticlePersonal Investments • Stupid questions on mechanics of money market account...
I’m considering moving most of my emergency fund to a money market account and have a few question on how does it actually works please. 1. I use Chase as my checking account, so would I open an...
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Personal Consumer Issues • 6 nights in Scotland - please critique
We are traveling to the UK in March and have 6 nights scheduled in Scotland. We would like to see some historical places as well as hiking the beautiful Highlands. Our itinerary is:Arrive from London...
View ArticleInvesting - Theory, News & General • Expenditures of the Aged Chartbook
Social Security periodically releases detailed data on the expenditures of the Aged (literally their term)https://www.ssa.gov/policy/docs/chartbo ... tml#sourceThe latest is from 2020 released Jan...
View ArticlePersonal Finance (Not Investing) • Inherited Rolex
A recently deceased relative left me their Rolex. I want to keep it but would like to have it appraised. Can a reputable jeweler/watch dealer do this or is there somewhere special I need to take it? I...
View ArticlePersonal Consumer Issues • Google notice- Bogleheads password exposed in data...
When I logged into Bogleheads today, I got a notice from Google that my password was exposed in a data breach, and that I should change it immediately (which I did). It was different than all my other...
View ArticleInvesting - Theory, News & General • Domain name investing
Apparently domain name investing is a thing, where you buy a web domain (e.g. bogleheads.org) and then sit on the rights to it until you can sell it to a greater fool (or someone who wants to use the...
View ArticlePersonal Investments • Is this legal - Mortgage question
The home I live in is co-owned by my dad and myself (50/50) but the mortgage deed is in my dad's name but I have been paying the mortgage all these years. I would like to re-finance and remove him...
View ArticlePersonal Investments • Why not Puritan or Wellington?
Q: I know these are not index funds ... but what is wrong with holding FPURX (Fidelity Puritan) or VWELX (Vanguard Wellington) as long as they fit my asset allocation profile?Background: My spouse is...
View ArticlePersonal Consumer Issues • How much data is needed for TV streaming?
Shopping for an internet plan for streaming on YouTube TV. The plan I'm looking at has a useage allowance of 400gb/mo. Does anyone know if this is sufficient to support TV streaming on YouTube...
View ArticlePersonal Finance (Not Investing) • 529 question
Hello, all,I’ve asked Vanguard, where I hold 3 529 accounts. They say read IRS Pub.970. Can’t find the answer there. Tried calling the IRS and the question didn’t fit into their long list on their...
View ArticleInvesting - Theory, News & General • Inherited ROTH IRA
I posted a link two years ago about an inherited Roth IRA and got some good feedback… In the meantime, the rules seem to have evolved a bit, so I’m looking for feedback on what resources (I.e....
View ArticlePersonal Investments • Looking for Financial Planner in Boston area
Hello Bogleheads, this is my first post. I recently finished reading Larrimore's The Bogleheads' Guide to the Three-Fund Portfolio, The Bogleheads' Guide to Investing. I am now reading Rick Ferri's...
View ArticlePersonal Finance (Not Investing) • What should I know prior to contacting...
With the goal of getting our act together and finally putting a Will/Living Trust together, I recently read "The Living Trust Advisor: Everything You (and Your Financial Planner) Need to Know about...
View ArticlePersonal Investments • Another Roth vs Pre-Tax Question, plus converting in...
Hi everyone- thank you in advance for trying to help me brainstorm this!I'll try for a succinct background- my husband and I are 45, plan to retire in 5 years, and have no kids. At 50, we both have...
View ArticleInvesting - Theory, News & General • How Do You Measure Value?
In exploring the possibilities of tilting a portfolio of index funds to small and value stocks, I ran across this study by the University of North Carolina raising questions about whether...
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