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Personal Investments • Laid off notice, specific questions and seeking guidance

Got notified yesterday of layoff in 60 days due to "position being eliminated".After the surprise, I am buckling down to next steps. Already started polishing resume, reaching out to the network,...

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Forum Issues and Administration • Add an area to the site for general (not...

This thread I created was locked and I get why now: viewtopic.php?t=428935I have seen many such discussions and posts i.e. not about someone's specific situation...but in fairness it's not realistic...

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Personal Investments • transfer funds from non-retirement account to Roth IRA?

I'd like advice on the following: I have a non-retirement brokerage account as well as a Roth IRA. I am not currently contributing the maximum to the Roth, and am not contributing to the...

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Personal Consumer Issues • Searching for flavorful decaf black tea

A tea drinker for decades, I now must forgo caffeine in all forms due to medical issues. I am drinking Harney and Sons decaf Assam loose-leaf tea but find it to be too bland and lacking in body.I know...

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Investing - Theory, News & General • WSJ: Fee-Based Advisors Can Still...

The following article appeared in today's print edition of the WSJ.Your Financial Adviser Doesn’t Want You to Know About These ConflictsSome examples:Still, the fee-based structure can tempt advisers...

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Personal Investments • Seeking Advice on Portfolio Allocation: Balancing...

As a novice investor, I've been delving into the wealth of information available on investing through the wiki. With approximately $100k ready to invest after maximizing my tax-advantaged accounts, I...

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Investing - Theory, News & General • $ubscription investing advice...

Do you have a subscription to an investing advice newsletter or website that you have found helpful? Or disappointing?Asking because I have a very discounted offer from the Motley Fool Advisor. Now...

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Personal Investments • Seeking help with Backdoor Roth Conversion

Hi All! I could use some help determining the right play for a backdoor Roth IRA conversion I'm pondering. I opened a traditional IRA with Vanguard back in 2014. My contributions (non deductible) to...

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Personal Investments • Choosing the best Money Market

Hi all,I am in the the 35% federal tax bracket and 6.37 NJ bracket. I am trying to decide which money market I should put my emergency fund and money I need in 1-2 years. In doing some math (hopefully...

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Personal Consumer Issues • Why brick and mortar banks have such poor customer...

So laterly, I have notice that when I log into chase website, I get an error that some part of the site is not working or that the site is down for maintenance. I think having it down 50% of time I...

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Personal Finance (Not Investing) • Provide state drivers license info for tax...

Is it advisable to provide drivers license info (license number, issue and expiration dates) for tax filing electronically? Both Turbotax and H&R Block request this for e-filing. The stated reason...

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Personal Consumer Issues • Questions for 2023/2024 Toyota owners

DW is on the verge of getting a 2024 Prius Prime, but I have two questions about the subscription services that hopefully someone can answer:1. Radio: the car comes with a SiriusXM trial subscription....

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Personal Consumer Issues • CVS reducing part of store devoted to OTC health...

Kinda weird, I don't know if it's all pharmacies, just CVS pharmacies, just CVS pharmacies around here... but locally, I suddenly realized (while looking to buy cortisone cream), that it really seems...

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Personal Investments • Late and Lazy - New Boglehead

Hi everyone! Very new Boglehead here. I am up to chapter 8 on "The Boglehead's Guide to Investing" book and loving every minute of it. I am looking to confirm if my thought process makes sense and any...

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Personal Finance (Not Investing) • Lawyers: When to move on from law firm job

I've worked for 8.5 of my 12 years as a lawyer at the same small/medium sized but well respected law firm. I've always had great reviews, and I made (contract) partner a few years ago. Comp is way...

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Personal Investments • Can I retire in 4 years?

Fed gov employee with approx. $2.6m in investable assets (75% stocks), expected $40k a year pension at age 60 (I'm 56 now), and $1.2m in home equity. Live on East Coast but would like to move to West...

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Investing - Theory, News & General • The silliness of the 4% rule - WCI

White Coat Investor had a great column today on the silliness of the SWR movement, https://www.whitecoatinvestor.com/safe- ... -movement/ I think if you could only ever read one article about SWR,...

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Personal Investments • 401k Bond fund options

Looking for some insight regarding the 2 bond fund options available within my 401k. I've read over the summaries available within the plan, not sure how to determine if there's a significant...

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Personal Investments • VMFXX Settlement Fund vs Mutual Fund

Is there a difference in letting my idle cash sit in Vanguard VMFXX Settlement Fund versus actually buying the mutual fund?Statistics: Posted by playboy_number9 — Fri Apr 05, 2024 1:05 pm — Replies 3...

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Investing - Theory, News & General • Worries of long term retirees

For those of you who've been retired a long time (eg, 10+ years), what are some of the major concerns you had before retiring that just never happened or were worth worrying about?Statistics: Posted...

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