Investing - Theory, News & General • Anyone getting Christine Benz's How...
Christine Benz has been a frequent speaker at the Bogleheads' conferences. I ordered her book: How to Retire: 20 lessons for a happy, successful, and wealthy retirement. From 2005 - 2010, I read all...
View ArticlePersonal Finance (Not Investing) • Will or Trust for Estate and Special Needs...
I've reviewed previous messages from the forum on this topic and I know it's been covered ad nauseum, but I'm hoping I can solicit some informed thoughts on our situation.My wife and I are in our...
View ArticlePersonal Finance (Not Investing) • SETC (Self-Employeed Tax Credit)
I worked a 1099 job and was paid for the final month in 2020.I did file a Schedule SE for 2020.Am I eligible for this?Statistics: Posted by Nyc10036 — Sat Sep 14, 2024 4:10 pm — Replies 1 — Views 60
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Investing - Theory, News & General • Low Equity portfolio and the Bond...
For those who want low volatility during retirement, a 30% equity seemed like a good candidate. However with 70% fixed income, the bond fund you select has a sizable influence on the return. Because...
View ArticlePersonal Investments • TPAW Asset Allocation question
Hi all, I've been tinkering with the TPAW retirement planning tool the last few days (it's really cool) and have a few questions - 1. I've been using a ~70/30 stock bonds asset allocation in the...
View ArticlePersonal Finance (Not Investing) • HSA usage questions/guidance
Have a close neighbor bring this up in a discussion asking for guidance and googling gave conflicting tales so I was hoping to ask this great crowd for some guidance.Backstory: has had bad dental...
View ArticlePersonal Finance (Not Investing) • Use 529 for College Credits Earned in High...
Our son's high school offers a "College in High School" program where certain classes allow students to earn college credits through a university the high school partners with. These credits are...
View ArticlePersonal Consumer Issues • blowing out sprinklers
Hi all,A question about trying to improve my setup for blowing out my sprinklers.Some background info:I have an ancient 11 gallon air compressor that auto shuts off at 80psi, and no regulatorwe have a...
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Personal Finance (Not Investing) • Seeking advice on financial situational
I have been following this site for years, but this is my first post as I am seeking advice on two issues.1.We have always made Roth contributes as I value the simplicity of it and not worrying about...
View ArticlePersonal Investments • Vetting alternative investment fund - advice?
I'm looking for advice on how to evaluate a private non-traded fund that is relatively new and doesn't have too much written about it online.The fund deals with non-performing mortgages and is a...
View ArticlePersonal Consumer Issues • Best Friend wants to leave car at our place wo...
Hi Bogleheads, I have a unique situation and wanted to check with you folks about best path forward (or issues i might face)My really good friend has some visa issues (we are in US). He has to leave...
View ArticleInvesting - Theory, News & General • Anyone hold floating rate notes?
I've read various threads about treasury floating rate notes and would like to know if anyone holds these and what role the notes serve in their investment strategy.To be super clear, I'm talking...
View ArticleInvesting - Theory, News & General • Inflation-protected income for life?
Help me understand the math behind Mark Hulbert's article claiming you can get inflation-protected income for life by mixing 50% TIPS with 50% in an annuity. See...
View ArticlePersonal Finance (Not Investing) • Brother Buying Home from Sister - cash...
My son is buying single family residential home from his sister. The home is in a subdivision located in Michigan where typically Title Companies close the sale. The following are the conditions.-...
View ArticlePersonal Investments • Credit monitoring service
My brother is asking: What is a good credit monitoring service? This would be for his family and him.Statistics: Posted by ReadyOne — Sun Sep 15, 2024 4:22 pm — Replies 4 — Views 122
View ArticlePersonal Investments • 40 year old needs to start now
Our 40 year old son is a musician, works part time as worship director, and teaches private music lessons. Needless to say his income is a struggle, but music is his interest. With that said he has...
View ArticlePersonal Investments • SDIRA Checkbook LLC - Any recommendations?
Hi all - I am looking to open a SDIRA Checkbook LLC. This is a special kind of Self Directed IRA, where you create an LLC, so the SDIRA Custodian doesn't have to approve every private deal you do and...
View ArticlePersonal Investments • What to do, my bank account is reaching 250k fdic...
My accounts at a local bank is reaching the 250k fdic insurance limit.Because of this issue, I am thinking about transfer the money to Fidelity and buying some brokered CDs from Fidelity. Would each...
View ArticlePersonal Finance (Not Investing) • inheriting mineral rights and natural gas...
My Mother in law died this past May 2024 in Pennsylvania. She had a trust that includes several properties that have active natural gas wells and then some mineral rights. Some of the mineral rights...
View ArticlePersonal Investments • How often to Rebalance Portfolio?
I'm approaching my first year of rebalancing my investments. I'm seeking advice on how often i should rebalance my portfolio.I was reading Jack Bogles The Little Book of Common Sense Investing. On...
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