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    Question about Will Executors

    Thanks to all for the suggestions/recommendations. I now have many options to go explore. I’ll probably end up doing a trust and allowing them to deal with it all. This forum is fantastic. Thanks again to all. Super helpful.
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    Question about Will Executors

    Yeah but I need somebody to act as the main executor to liquidate the properties, manage the assets etc because the estate will then be distributed to 10 different charities. I know the charities have their own receiving team but I need an overall manager/executor to first get it to a final...
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    Question about Will Executors

    No heirs. Our estate will all go to charities.
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    Question about Will Executors

    Interesting idea. Never thought of that. All of our assets will go to charities so I would need to figure out the mechanics of that. Thanks for your advice and suggestions to on. Something to look into.
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    Question about Will Executors

    I’ve got an issue I’m trying to figure out. My wife and I have a large estate consisting of several houses and other investments that would have to be liquidated when we pass. My issue is around executors. We don’t have any children or close relatives we would trust to be an executor for our...
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    Favorite War Movies

    Best Movie Fury It’s the best war movie I ever saw.
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    Banking crisis??

    FDIC limits I believe it’s actually $500K FDIC coverage if your account has joint owners. The $250K is for single owners. I see a lot of chatter about $250K when in reality it’s $500K for couples.
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    45 days into retirement!

    Exactly. Don't confuse the employer sponsored Flex Spending with an HSA - totally different things. I found this good explanation of an HSA...
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    45 days into retirement!

    Medical I am also 57 and from the software sales world and recently retired. For health care, I immediately didn't take Cobra and got a large deductible HSA plan (Bronze) and fully funded my HSA (medical and dental, vision I am just paying out of pocket via my HSA). Like you, I have a large...
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    Will Executors?

    Unfortunately that is not an option. Again, I am using an agency for this and not a person and something smart I have done is put in a rather sizeable donation attached to the pets going to a good home facilitated by the organization to ensure the right thing happens here. In addition, we know...
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    Will Executors?

    This is awesome. Thanks for doing the research. I will look into this for sure. A bank may be the way to go here.
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    Will Executors?

    I think this is a very good suggestion and I am going to look into this. For my purposes, I need an "agency" and not an individual to be executor. I will let you know what I find out
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    Will Executors?

    I have an issue I would like to get the forum's thoughts on. My DW and I have up to date wills but the executor is an issue. We dont have any children or close relatives and neither of us would ever think to burden any of our friends to be executors of our wills. So, we selected a local legal...
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    How are you (yes you) taking advantage of HSA?

    Ah, maybe you caught something here. I must have misinterpreted one of the things I read. I believe my goal would be to not take anything out of my HSA to allow it to keep growing until 65 and then I would reinburse myself as my Medicare kicks in. Any medical expense, I would just pay for now...
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    Gallbladder surgery

    Had it out Had my gallbladder out about 10 years ago via lapro. Went fine, just did about 2-3 days of pain pills after the surgery and then got off of them. I was up and about in a day or two and then was about 90% in a couple of weeks. The only thing I noticed was that initially fatty foods...
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    How are you (yes you) taking advantage of HSA?

    Quick HSA Question I just wanted to check my strategy with the forum in regards to my HSA. I just got off Cobra and got onto an HSA and put in my $8200 for 2021 (Married, over 50). I read alot about HSAs and watched alot of YouTube on it and here is my strategy: I am NOT going to run any...
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    Umbrella premium tripled!

    Umbrella No, renewed my policy this year and it was a minimal increase over last year <5% Something is very weird to see a 300% Y/Y increase IMO.
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    NOBL - Dividend Aristocrats

    I bought VIG instead of NOBL with a just 10% of my post tax portfolio. I will take a look at VXX
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    Vanguard Wellesley and Interest Rates

    Thanks to all. Great advice. I do tend to be too short term in my thinking and planning - been through bubbles and recessions that were painful and I think that has tainted the way I see the investing world trying to minimize damage. But as this board as reinforced many times, things recover...
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    NOBL - Dividend Aristocrats

    This is awesome. Thanks so much. Very helpful.
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    Vanguard Wellesley and Interest Rates

    I have a large position in Wellesley and am concerned about the impact of the rising interest rates's affect on the fund. We have the Fed saying they have no plans on raising interest rates until 2023 at the earliest, but with inflation ticking up, I think we are going to see it sooner then...
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    NOBL - Dividend Aristocrats

    Any thoughts on this fund? I like the idea of investing in stable dividend stocks and I read this week that this fund is also a good hedge for market downturns. Anybody holding NOBL, any thoughts?
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    JP Morgan (JPM)

    Great feedback everybody. Thanks! I am going to keep my powder dry and see what comes of the dividend cuts and the Sep/Oct/Nov timeframe. Going to keep my eye on this stock, because of all the banks, I like this one a lot. Would be great to get it at $92. Would be much better to get it...
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    JP Morgan (JPM)

    Anybody buying this? I've been watching the stock for the last couple of months and to me it looks really attractive at $92.40 PE: 10.45 Yield: 3.89% 52 Week High: $141.10 I know the banks are getting hammered with every hint of bad news and with zero percent interest rates coupled with the...
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    What advice does a 65 year old retiree have for a young early retiree?

    Find a great marriage counselor that both of you really like and trust and invest in your marriage early and often. Commit to stay married. Should be priority #1 Stay active, watch your weight, eat right, work out religiously. Save money. Don't take the bait on a big amazing house that...
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