Recent content by Dabbler

Sutab site ["Pay as little as $50"] https://sutabmedd.com/copay

Average HNW Asset Allocation (2018)

Had you already started your return?

or how about SPYD? Per Morningstar (today) ER . .Ticker TTM . .SEC .06% SCHD 3.49% 3.67% .07% SPYD 4.66% 4.86%

This free offer, just reinstated, has no effect on Turbo Tax returns already in progress — at least not mine.

If you take the big picture into consideration, with regard to market fluctuation(s) and reversion(s) to the mean, you can leverage temporary low returns to your advantage in order to "buy low" — "Be greedy when others are fearful, and fearful when others are greedy." A rearview mirror of...

I'm partial to Dimensional's original recipe for equities [below] — which I do my best to "clone" using ETFs — with its value and small cap tilts. And I ladder five year's worth of future spending into direct CDs, while maintaining several savings accounts that provide liquidity for annual...

FIDO Response (5:11 pm today) This is Jxxx Dxxx, Wealth Management Service Specialist, responding on behalf of Jxxx Dxxx's Team. There is a message on your Fidelity.com main portfolio page that confirms you are eligible for this year's free TurboTax program. It also states that you will see...

FYI — from Consumer Reports [Nov/Dec 2023, p.5]: "In July a Congressional report brought to light a vast breach of personal privacy. Three popular online tax preparation companies — H&R Block, TaxAct and TaxSlayer — had for years been sharing information pulled from tens of millions of consumer...

Latest development: A new placard appeared at the bottom of my Summary page just now. [This after emailing FIDO earlier today about their lack of response to my Dec 26th inquiry w/PDF, and including a reference + link to our discussion here — Coincidence?] You're eligible for an exclusive...

"Annuities are not bought, they're sold" https://www.google.com/search?q=Annuities+are+not+bought,+they're+sold – Dubious sales practices and high fees have led to a saying in the industry that annuities are not bought, they're sold – Annuities are highly complex investments that are...

The problem is, a least for some of us, that if never worked in the first place, when it initially appeared. And has now disappeared!

Same here . . . It disappeared. A rep, by phone, told me to wait a week (that was over a week ago); that things would be resolved before the end of the year. And the internal message I sent that same December day, accompanied by a PDF with screen shots documenting my failed journey, has, to...

Without any official Fidelity imprimatur (despite clicking through, unsuccessfully, for their FREE Premium offer) I do seem to be getting some sort of minor discount: 20% off Federal, and $20 off State. Respectively, $71.20 (instead of $89) and $39 (instead of $59).

Now getting a "401" error to the "partner." (Could they be fixing something?) Meanwhile, although it states "Fidelity is pleased to offer you a free federal and state tax return using TurboTax Online Premium" the Premium offer clearly says (at least on my screen) "State Additional" . . .