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Bamsphd - I had the same problem. I had been using Quicken (gosh must have been out in the mid-to late 90's) and hadn't bothered upgrading as I didn't need any of the new features, and couldn't export any of the data. I work in the IT industry and consulted with a few IT expert colleagues to see...

BPP - where did you learn so much about the expat taxation laws, do you work in that area? Are you aware of any specific authorities that I could approach/scan websites to pick up some basic information before seeking out an international tax expert? I also had a question regarding holding...

Thanks so much for the info. I have got everything currently input into a spreadsheet (excel) - past 5 years of stock history and I find that great, particularling being able to create on the fly charts of the various data points to graphically view trending. That said, I was recently given a...

Thanks for the heads-up on that. I'll check it out. I'm a green card holder, but am investigating becoming a citizen. The only reason I've baulked about becoming a citizen was that you are then liable (as I've been told) for US taxes on everything you earn etc in other countries. I believe that...

I'm planning to retire to Australia. I have most of my investments in US brokerage accounts/401K and a house here. In order to prepare for retirement down in Australia, I've purchased a house already and have set up bank accounts and one investment account to get things started. I'm not...

My old online brokerage firm (recently bought by E-Trade) used to provide what they called a "cost basis" on their statements. This gave you a rollup per stock of how much money (include the reinvestment of dividends) had been invested in each particular stock. I found this quite helpful in...

Sorry everyone, I had a family issue come up unexpectedly the day after I posted this and haven't been able to get back to a computer to logon. I certainly didn't mean to post this as spam, nor to publicize this particular investment newsletter, I was seriously interested in peoples'...

I've been hearing a lot about the economy heading for another Bear Market and possibly worst this year. What are others hearing and giving the length of your investment tenure and experience, what do you think may occur? Here is an excerpt from an investment newsletter .... and yes they are...

Great insight and feedback everyone. Many thanks for your thoughts. I think I will hang onto it for now. Rosalita

There are 10 years left on the mortgage. Another upside of course is the tax deduction if I keep the mortage.

I've just been "out-sized" from my job. A relief actually as the commute and direction the company was going in, were making life somewhat miserable. But enough of that. I'm planning to take the summer off, keep my eyes open for other opportunities (maybe!), but primarily enjoy life and not...

Thanks Jarhead. That answers the question for me. Sorry if I wasn't very clear on my question. Rosalita

This is off topic - I was interested to know your thoughts on the difference between Bonds and Treasury notes with respect to the value of the investment potential and the safety in perserving the principal together with the interest. I'm new to Bonds or TIPs etc having kept to real estate...

Re: budget spreadsheet What do you mean by "retire again" in May Rustic23? Did you try it before? And if so, what made you go back to the workforce?

Certainly cutting back those lattes can save hundreds of dollars (and in some cases thousands of $) in a given year. Think also about how much money you might spend each week on buying lunch or dinner out. A colleague of mine buys lunch (approx. $6-10 each day) every business day - that's a...

What does it mean when a fund is closed out?

REWahoo - thanks so much for your reply. I have tracked 3 years of annual expenses and have a pretty good handle on where our living expenses are likely to come from. The quandry is with all that extra time, will we spend more money just to stay entertained. I don't think so - my Dad sent me his...

This is no doubt a dum question. I'm just starting out on this board and tracking to FIRE. Plus I'm no math wizard. How are you calculating your increases in assets? Do you track the percentages month to month? And should you? As a newbie, any guidance is appreciated. Thanks.

I was also a Harris Direct customer who was sold over to E-trade. I highly recommend NOT going with E-trade. I've spent the last 3 weeks trying to get a hold of someone. I had the same experience as "SG", they changed my account login information and did not tell me, they changed my account...

Maybe he doesn't need any accountant! He's also selling (or has already sold) his Woodside Japanese style compound for somewhere in the hundreds of millions. He seems to know what he's doing.

Thanks ReWahoo.

Hopefully I'm posting this in the right spot. Since being off the Retire Early boards for a couple of years, I was wondering what has happened to the following and are they still FIRE and going strong? They may be here, but I haven't seen their names around: Intercst, Galeno, Ariechart...

I'm a former Motley member - prior to the charges coming into effect - and have just recently had the time/inclination to get back into the frey, so to speak. I became interested in ER in the late 90's and wax and wane in keeping up with things. One thing that doesn't is my dedication to LBYM...

I think I get it now - the dryer sheet thing that is. You all have a healthy warped sense of humor. I like that!! I can't seem to get to the Intercst board - is it down or the link broken? By the way, I remember Intercst from Motley Fools - is he still fully vested in equities? I loved how...

Awesome!! Thanks so much everyone. I'll check out Fidelity. By the way, does anyone know how you get the quotes beneath your name? I'm not to sure how I earned the "dryer sheets" comment .......! Little odd. Did you have a dryer sheet debate on this board? And final question I promise - I...