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  1. E

    The first million takes the longest to achieve

    Could you do a graph for a 60/40?
  2. E

    Just got a new Fidelity Brokerage account. Not able to link it to my credit union at

    I need to set it up on the credit union side to auto pay a credit card there.
  3. E

    Just got a new Fidelity Brokerage account. Not able to link it to my credit union at

    the credit union web site. Should I give it a week or two? Maybe it is to new? Any advice?
  4. E

    Which one of these Fidelity funds is better in a state with income taxes?

    Thanks to both of you guys.
  5. E

    Which one of these Fidelity funds is better in a state with income taxes?

    So if I am reading that pdf right it is the government one. Is that right? Unless it changes in 2024. I am in the 12% bracket with a 5% state tax.
  6. E

    Which one of these Fidelity funds is better in a state with income taxes?

    https://fundresearch.fidelity.com/mutual-funds/summary/31617H102 https://fundresearch.fidelity.com/mutual-funds/summary/316341304
  7. E

    Feedback on Moms Allocation of 200k

    Back test your ideas using 2008 returns. Back test Wellesley using 2008 returns you will understand what I am talking about. use this link https://finance.yahoo.com/quote/VBIAX/performance?p=VBIAX
  8. E

    Feedback on Moms Allocation of 200k

    Just keep in mind these two are as risky as 100% stocks. - 87k in a High Div Bond Find - 46k in Vanguard Total REIT Fund Be careful you don't get to much risk going after yield.
  9. E

    Need help finding 2022 and 2021 final expenses.

    No looking for the old expenses threads from 2022 and 2021. Thanks for putting up 2022.
  10. E

    Need help finding 2022 and 2021 final expenses.

    I am looking for year 2022 and 2021 like this. https://www.early-retirement.org/forums/f28/final-2023-expenses-120411.html
  11. E

    Feedback on Moms Allocation of 200k

    If it were me I would limit the play money to 10% I have 0% I would put everything in Wellington. Over many years Wellington will average about a 7% payout between capital gains and dividends. On 400k that is 28k a year. For less risk she could put everything in Wellesley. Over many years...
  12. E

    A wrinkle in SS survivor benefit I didn't know

    "After Tito reaches age 70 and claims his Social Security benefit, the couple has a monthly Social Security income of about $3,490. If Tito dies first, Maria’s survivor benefit will be 100% of Tito’s benefit at his death (if she does not start taking benefits until her full retirement age)."...
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