Search results

The law concerning the inheritance of property in CA changed a few years back and I was wondering if anyone has gone through it recently? Situation: my sister owns a house and when she dies it is in her Trust that it will go to her long-term partner, who will continue living in the house (unless...

I recently moved out of my house (CA) into a new house in another town, and I am renting out my former house. The tenant knew going in that I was going to sell it likely at the end of his one-year lease (April 2024), but due to family circumstances I may need to sell it this year. Has anyone...

Looking for advice on how to pull money out of my accounts for a down payment on a house. I had set aside money for the down payment, but then my nephew was having trouble getting a down payment for his house, so I gave that money to him as an advance on his inheritance. Then the market dropped...

I’m helping my nephew with a down payment on his house by giving him some of his inheritance early. I own only one bond fund, Vanguard Core Bond Index (VCOBX) and the rest is primarily Vanguard Total Stock market index, and some international index. The Bond fund id down, I imagine in response...

Has anyone been on hold for over 30 minutes for Fidelity in the last year? Before the plague, this happened to me when I called their 800-number. Yesterday, my nephew said he was on hold for 30 minutes, then transferred, where he was again on hold for 30 minutes. I spoke to Vanguard last week...

My friend’s son is bi-polar, with all the challenges that goes along with it (anxiety, drinking, depression, fighting). Now he has a baby and my friend, the baby’s grandmother, wants her son to take out a life insurance policy in the event he should die, because she doesn’t have the means to...

I have about $20k that I want to convert from an IRA to a Roth IRA, because u will likely be in a higher tax bracket during retirement. The IRA money is mostly bonds/safer money, and I'm thinking the Roth should be an S&P 500 or Extended Market index as I may never need the money and would be...

And I'm new to the forum and I came upon this great site about a year ago. I retired 11 days ago after having a 'come to Jesus' lecture by friends and family, the result of which was that I gave only 2 weeks retirement notice to my (very difficult boss). Although I still feel a bit guilty...