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Personal Consumer Issues • Can anyone help me find this obscure piece of...
I have an old piece of sheet music of the song "Scarborough Fair" arranged by Bil Pilburn for solo guitar. It was given to me when I was young and taking lessons from a University guitar teacher and...
View ArticlePersonal Investments • ER fee on Ascensus Vanguard plans?
Does anyone have the info?Statistics: Posted by serranosjc — Mon Jul 08, 2024 7:56 pm — Replies 1 — Views 241
View ArticlePersonal Finance (Not Investing) • Personal Loan to LLC, reasonable idea?
First of all, thank you all in advance for your sage advice. I’ve read many bogleheads threads and gained valuable insights over the last few years. Now, with my first post.Background- My wife and I...
View ArticlePersonal Finance (Not Investing) • HSA questions
Hi, my spouse got a new job. We have been covered by an HMO for the first 7 months this year. We will drop that coverage and be covered by an HDHP for the rest of the year and going forward. We also...
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Personal Consumer Issues • Learning piano at 72 finger problems
I just bought a 61 key keyboard. I always wanted to learn but never did. My grandson is 10 and just starting so I thought it is now or neverJust want to have a little fun and be able to play a few...
View ArticlePersonal Investments • Teen Daughter with 1099 summer job - IRA contribution...
My 14yo daughter has her first job this summer... but it's not a typical wage job - she's being paid as a contractor and will receive a 1099 from her employer at the end of year. We are going to open...
View ArticlePersonal Finance (Not Investing) • Trust information
Where would a person set up a trust to pay property taxes after death to keep property in family instead of relying on a family heir to keep up with annual property taxes. I have heard that a bank or...
View ArticlePersonal Investments • Building the LMP--When and How, While Also Keeping It...
For the purposes of this discussion, I am going to provide some basic information about our situation, but this will not include a full portfolio analysis due to a variety of complications in our...
View ArticlePersonal Consumer Issues • Hire a mechanical engineer for heat pump?
[Topic is now in Personal Finance (Not Investing) - mod mkc]Hello everybody, I'd like to upgrade the A/C in my house. I'd like to get a heat pump, to provide cooling and heating. (I'd like to...
View ArticlePersonal Finance (Not Investing) • Roth IRA inheritance limit
My one remaining parent has a Roth IRA in the high 8 figures -- is there an upper limit to how much of this can be inherited by 3 adult children without inheritance tax? I am not asking about the 10...
View ArticlePersonal Finance (Not Investing) • States with permissive change-of-residency...
I'm unsure how this happened, but my oldest is a senior in HS this year.She is contemplating going out-of-state for college. I would like to avoid paying out-of-state tuition for 4 years because I'm...
View ArticlePersonal Consumer Issues • Protecting Brand New Car From Salt-Related Rust
Hi everyone, I'm going to be buying a brand new car off the lot of a dealership in the near future and potentially relocating to a snowy state where they throw salt on the roads like nothing...
View ArticleInvesting - Theory, News & General • An interesting way to think about...
We know that every dollar in portfolio value can support a 3-4% SWR.Then doesn’t it stand to reason that one should not pay off one’s mortgage early if the annual principal + interest payments are...
View ArticlePersonal Finance (Not Investing) • restaurant partnership -LLC question
Hi all,I'm thinking of getting into partnership with a childhood friend. I know nothing about this business but he has been in this for last 25 years. He recently bought the restaurant and would like...
View ArticlePersonal Investments • Portfolio Review - 62 yo nearing retirement
Hi, new poster, long time passive (and sadly uninterested) investor, seeking a general portfolio review, with an eye on retirement in 1-3 years. Despite my age, I’ve only recently taken control of my...
View ArticlePersonal Consumer Issues • Questions regarding Actuary Career
Hi everyone, I'm an unusual case compared to the someone who is not of the actuary field and isn't sure about a potential career switch.I thought cybersecurity would be an interesting field to work in...
View ArticlePersonal Finance (Not Investing) • HOA common ownership % does not align...
Hi everyone, I just bought a condo in Chicago. It's a 15-unit complex. Here is the situation:- During attorney review and prior to closing, the HOA said we own 6% of the common ownership interest. The...
View ArticlePersonal Consumer Issues • Heat Pump replacement cost
Our AC recently stopped working. Tech came out and says he thinks it’s a leak in the coil. $4.7K to replace and two weeks to get the part in. We live in Texas. So I asked how much to replace the whole...
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Personal Investments • Odd occurrence with 403B contribution for June
For those who have 403B plans and contribute each month, I would be interested to learn if anyone has experienced this scenario before.Mrs. Curly started contributing to her supplemental 403B plan in...
View ArticlePersonal Consumer Issues • 529 or Custodial Account?
My parents recently gifted my two children each a custodial account. We live in CA. One child will be ready for college in 4 years and one child will be ready for college in 7 years. Is there any...
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