Personal Finance (Not Investing) • New VISA “flexible payments card”
What do Bogleheads think about this new card? I admit I’m not an early adopter, but it seems to me that the card presents serious problems if it is stolen or you lose it.Visa changes coming this year...
View ArticlePersonal Finance (Not Investing) • Purchase of Practice?
I am wondering if there are sources of information to which you may direct my attention.I am a clinical psychologist. I have four other partners with whom I own a practice that employs ten additional...
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Investing - Theory, News & General • Dow 40,000
David Elias finally nailed it! (Published July 1999)Statistics: Posted by MnD — Thu May 16, 2024 3:55 pm — Replies 3 — Views 217
View ArticleInvesting - Theory, News & General • bond questions after reading The...
I read The Bond Book as recommended by another user here and had a few follow up questions:1. Is the reason why an inverted yield curve predicts falling interest rates is because if investors expect...
View ArticlePersonal Consumer Issues • Using credit cards in foreign countries
Last time I traveled out of the country, at least 12 years ago, I was told that I should call the credit cards I would be using and tell them I was going out of the country so they would not think it...
View ArticleInvesting - Theory, News & General • Selling low yielding bond early
Am I missing something?I have one specific item and then just carrying that over to overall fixed income portfolio going forward.I have a 50,000 AAA corp bond yielding 3.125 that matures 11/25 with...
View ArticleInvesting - Theory, News & General • Is this fair to say about financial...
I have typed up some thoughts about investing with a financial advisor. I have never worked with an FA and I don't know any personally. So, I'm wondering if my thoughts are fair at all? Would I be out...
View ArticlePersonal Investments • WSJ: "Utilities Lighting up the Stock Market"
"Investors accustomed to thinking of the sector as sleepy and safe need to realize the game has changed."It's behind a paywall- I don't have access. But I have a heavy position in utilities. Is this...
View ArticlePersonal Finance (Not Investing) • Medicare Choices
My wife is new to the world of Medicare choices, so I bought her the AARP 'Medicare for Dummies' book and suggested she read the BH Wiki.We were going over the summary table in the Wiki and I realized...
View ArticlePersonal Investments • 5304 or 5305 Simple IRA
Hi all,Really needing some help here... My sister just got a new job that offers a Simple IRA, and I cannot determine if it is a 5304 or 5305. She asked her boss and her boss (the owner) does not know...
View ArticlePersonal Investments • Taxes on withdrawls
always a ton of insight w folks here!!!!question: if i have 1.5mil and have a dividend portfolio paying 4%.. that's 60k/year.if i leave the principal intact and only take the dividends of 60k, then my...
View ArticlePersonal Finance (Not Investing) • Charity vetting: best practices
I have about 30k in QCDs to split among five or six 501(c)(3) organizations. I've typically used an organization's form 990 to help me select recipients. I recently came across this ProPublica article...
View ArticlePersonal Finance (Not Investing) • Form 5498 does not match 1099R
I did a direct rollover from a Roth 401k to a Roth IRA in 2023. I received a corrected 1099R showing the correct amount of withdrawal (after many months!) from the Roth 401k, but ETrade/Morgan Stanley...
View ArticlePersonal Finance (Not Investing) • Custodial 529 at Vanguard
My kids (each under 10) are set to inherit proceeds of a life insurance policy from their recently deceased great grandmother (maybe 10k each). Since they’re minors we (the parents) are required to go...
View ArticlePersonal Investments • New Individual Brokerage Account at Vanguard - Open...
I'm learning about the three-fund portfolio, how much the 0.75% fee I am paying my RIA will cost me over time, and reading and reading and reading links here like the BH Guide to Investing, and the...
View ArticlePersonal Finance (Not Investing) • How to Accept Personal Failure
Greetings,I have longed desire to expand my career and move into a management role. My current company has always treated me fairly but values me as an individual contributor. I have applied, and...
View ArticlePersonal Finance (Not Investing) • Started a new job that warrants the...
Hey all,I recently started a new job that gives you the option to pay for certain things yourself and then expense them for a return of your money within a 2 week period. Apparently on average,...
View ArticlePersonal Investments • Best credit for new home purchases
Hi All, What credit card or program should be used for large purchases furniture, appliances, home updates. Please advise in terms of points, reward, cash back. Thanks!!Statistics: Posted by ps2me11 —...
View ArticlePersonal Finance (Not Investing) • Is there a Garrett Planning Network for...
Hi Bogleheads,I am looking for a tax planning service.I'm in my 40s and have been following the bogleheads philosophy for +10 years. I only have index funds, follow my IPS and keep track of my savings...
View ArticlePersonal Finance (Not Investing) • How to get PIA from current SS amount
DH started SS at age 70. I know his current benefit amount.I'm trying to use opensocialsecurity.com to determine when I should start SS. The calculator requires his PIA.How can i get his PIA from his...
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