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Quick question. We have some mutual funds that we've been holding for quite a while in a taxable account that spin off dividends and capital gains every year. We don't need these for income right now, so in the interest of tax efficiency, we'd be better off if the MF were in an IRA. We could...

We've recently contracted to replace our 17-yo solar panels and inverter with a new system to start a new 20-year NEM2 contract with PG&E in northern California. We are doubling the size of our previous solar installation (which served our needs under NEM1) in order to accommodate an EV and a...

We've owned a small half-duplex home for the past 7 years in the town where our main residence is located. While we lived overseas (2011-2016) we rented out our main house and used the duplex for seasonal housing when we visited in the summer and at Christmas. Our DD also lived there for a...

My brother is coming to visit soon, and one of the things he wants to discuss when he is here is his will. He married late, about 9 years ago, to a divorcee with two grown sons. He brought around $0.5M in assets to the marriage, and she brought only debts. Now assets are 2-3 times what they were...

<<edit: Ooops, I see that there was another PE thread just a couple of weeks ago. Guess it's not uncommon.>> I was sent to the ER on Saturday morning of Labor Day weekend by my doctor who suspected a pulmonary embolism (I had just arrived home the night before after traveling 30 hrs back from...

I've been receiving Windows "Almost out of disk space" messages for about 6 months now on my 100GB laptop. Each time I dutifully clean up as many files as I can from the recycle bin, temp, temp internet, and even remove software that I only occasionally use, to regain a GB or so of free space...

Early this year my brother approached me and asked if I would take his place in his and his buddies' annual Alaska salmon/halibut charter in August out of Sitka. He had a new job and was going to be working in the North Sea in August. After negotiations with the boss, er DW, I happily signed...

Well, June 1 is not a big, formal graduation day, but it is the day our third and last child is promoted from elementary school. We've had at least one kid in elementary school continuously for the past 15 years (:o), and as of tomorrow that era is at an end. Our nest is only 1/3 empty so far...

I had a good news/bad news year in 2006. Megacorp closed our local office, and rather than move overseas (again), I took the severance package and started w*rk as a consultant. I was hired back on a pretty much full time basis, so with salary, a severance package, self-employment income, and my...

Not sure if I should put this in Thursday Jokes or here in Fire and Money. It is incredible that people actually buy into this kind of thing and it is amazing that people have the gall to try to sell it to the unsuspecting public. The concept of helping homeowners visualize their monthly savings...

After 22 years of employment with megacorp, it got bought out by MEGACORP. First thing they did was shut down our small local office, transfer a couple of people overseas, and lay off the rest of us. I was offered a job overseas or at a large regional office in the US, but I turned them down...