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DW and I recently established a DAF with Fidelity Charitable, and are in the process of specifying our fund as a beneficiary of some of our retirement accounts. My question is: For those of you who have done similar, how did you specify the fund as a beneficiary? Doing this online at Fido or...

DW and I are doing some "giving while living" and estate planning and are considering creating a DAF, likely with Vanguard Charitable or Fidelity Charitable since we already do a lot of business with Vanguard and Fido, and also because I like what I see when I read about how they handle DAFs...

I have a 2-year-old LG portable A/C (the kind that sits on the floor and blows the warm air out a window vent via a big hose). Yesterday, I plugged it in for the first time this season, and it's not cooling at all; just blowing air around at room temp. All controls and displays are normal (it...

I've read the first few chapters of Otar's "Unveiling The Retirement Myth" and have some serious misgivings. I'm interested in hearing what others who have read this think, particularly whether things get better later on and he addresses these issues. The message I've gotten so far is that luck...

I haven't dug through these yet, but a whole slew of drafts of 2014 tax forms have been made available by the IRS in the past few days. The series of 1095 forms may be of particular interest to a lot of us, as they seem to be ACA-related. I'll dig deeper and share what I learn; others please do...

As I mentioned on my "Hi, I am" thread, I gave notice a couple days ago and my last day of w*rk is 4 weeks from today. I'm interested in hearing others' experiences, feelings, and emotions in their final month. For me, making it official felt GREAT, and I've had no doubts or buyer's remorse...

One factor to consider in deciding between a lump sum and annuity for a pension, which I haven't seen mentioned elsewhere in this forum, is that pension income is subject to state income tax in some states, but not in others. In Illinois, for example, pension income is not subject to the 5%...

First of all, I want to say thank you to everybody who has contributed to the forums. I've been lurking for a while, and have learned a lot from all of you. Hopefully I can give back at least some of what I've gotten from you. I'm in my early 50s, married, no kids, and have been working at...