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Forum: FIRE and Money 11-21-2019, 01:01 PM
Replies: 93
Views: 8,108
Posted By UpAnchor
Except for the 14 states where Chase doesn’t have...

Except for the 14 states where Chase doesn’t have a brick & mortar presence. But yes, I’ve noticed in my travels that in many areas of the country they seem to be on every third block. :)
Forum: FIRE and Money 11-21-2019, 12:35 PM
Replies: 127
Views: 19,257
Posted By UpAnchor
Hearing things like this just keeps me wondering...

Hearing things like this just keeps me wondering what they’d do if one drags their feet until Vanguard makes the transition on their end. Have trouble believing they’d say at that point, “OK, due to...
Forum: FIRE and Money 11-18-2019, 11:39 PM
Replies: 93
Views: 8,108
Posted By UpAnchor
I'm assuming this is a scam....

Our local police station has a designated parking space for such transactions right in front of their building and on camera. A few months back I was on the phone with a Craigslist buyer who was...
Forum: FIRE and Money 11-18-2019, 11:28 PM
Replies: 29
Views: 1,548
Posted By UpAnchor
Yes, several of us do that and avoid having to...

Yes, several of us do that and avoid having to file estimated taxes. Easy enough for federal withholding, may not be so easy with state depending on where one lives and whether their brokerage will...
Forum: FIRE and Money 11-18-2019, 11:10 PM
Replies: 15
Views: 4,607
Posted By UpAnchor
We have funds at both Vanguard and Fido. While...

We have funds at both Vanguard and Fido. While Fidelity has really upped their game over the years in offering very low cost index funds, their balanced funds, especially balanced index, are limited...
Forum: FIRE and Money 11-13-2019, 04:55 PM
Replies: 124
Views: 11,853
Posted By UpAnchor
Count me in as one who thought it was 95%....

Count me in as one who thought it was 95%. Although, three years into retirement and finding I’m quite comfortable with our expenses vs. our planned W/D rate, I find I’m doing much less financial...
Forum: FIRE and Money 11-12-2019, 11:19 PM
Replies: 127
Views: 19,257
Posted By UpAnchor
Interesting, since I believe emails from Vanguard...

Interesting, since I believe emails from Vanguard pushing me to transition have indicated that it “will” happen.
Forum: FIRE and Money 11-12-2019, 11:04 PM
Replies: 127
Views: 19,257
Posted By UpAnchor
I feel the same way. Vanguard’s website (and...

I feel the same way. Vanguard’s website (and mobile app) tells me only what I need to know without the “busy-ness” of Fidelity’s. But then I’m just a simple mutual fund investor who doesn’t trade so...
Forum: FIRE and Money 10-25-2019, 09:50 PM
Replies: 46
Views: 6,702
Posted By UpAnchor
Small town office sounds like a reasonable...

Small town office sounds like a reasonable strategy. Although I’ll admit it threw me for a minute. That’s what happens when you’re originally from a place where your nearest county had a bit over 500...
Forum: FIRE and Money 10-02-2019, 09:53 AM
Replies: 67
Views: 5,436
Posted By UpAnchor
How to pay for Roth conversions

This is one of the reasons we hold retirement assets at FIDO in addition to Vanguard. While overall I prefer Vanguard (and it’s fund choices) and have roughly 2/3 of our assets there, Fidelity on the...
Forum: FIRE and Money 10-01-2019, 11:02 PM
Replies: 29
Views: 1,583
Posted By UpAnchor
We’re been with FIDO for 9 years. I learned early...

We’re been with FIDO for 9 years. I learned early on not to expect a return call from our “consultant” anytime soon, if at all, following my leaving a voicemail asking for a callback. Just as well....
Forum: FIRE and Money 09-08-2019, 11:16 PM
Replies: 21
Views: 2,264
Posted By UpAnchor
Got a chuckle out of this. Had the same...

Got a chuckle out of this. Had the same experience two weeks ago buying a new car for cash. Sales person informed me that they would have to run a credit check. I stated that we had frozen our credit...
Forum: FIRE and Money 07-19-2019, 03:28 PM
Replies: 34
Views: 2,837
Posted By UpAnchor
It only applies to those with a taste for...

It only applies to those with a taste for equities...
Forum: FIRE and Money 07-19-2019, 08:52 AM
Replies: 34
Views: 2,837
Posted By UpAnchor
Holding both Fido and Vanguard, it’s encouraging...

Holding both Fido and Vanguard, it’s encouraging to see Fidelity going in this direction. But to come anywhere close to catching up with Vanguard they need to offer some very low cost balanced index...
Forum: FIRE and Money 07-19-2019, 08:33 AM
Replies: 92
Views: 7,869
Posted By UpAnchor
Beginning to understand that. After being...

Beginning to understand that. After being rear-ended at stop signs twice in the last four months by under 25ers (actually under 20ers), I’m finding I’m more on guard against young distracted drivers...
Forum: Hi, I am... 04-11-2019, 02:58 PM
Replies: 16
Views: 1,940
Posted By UpAnchor
The thing about the “iron rice bowl” these days...

The thing about the “iron rice bowl” these days is that you often don’t know when the whole thing might change. I retired 2.5 yrs ago after 32.5 yrs with my last firm. The only rub was that there...
Forum: FIRE and Money 01-18-2019, 06:50 PM
Replies: 62
Views: 5,561
Posted By UpAnchor
We’ve tried nearly every option available in the...

We’ve tried nearly every option available in the K-Cup realm, mostly in the quest to reduce our per-cup cost. Of the various refillable k-cups, we finally ended up using the “E-Z Cup” brand as we...
Forum: FIRE and Money 12-27-2018, 01:01 AM
Replies: 19
Views: 1,557
Posted By UpAnchor
I ran into the same thing. Picked up TT Deluxe at...

I ran into the same thing. Picked up TT Deluxe at BestBuy a couple weeks ago for $49 because I wanted to run a proforma to help dial-in my EOY Roth conversion. Found that a couple of schedules...
Forum: FIRE and Money 12-24-2018, 01:05 AM
Replies: 51
Views: 5,929
Posted By UpAnchor
I've been stewing over this ever since the new...

I've been stewing over this ever since the new brackets were settled on. Convert to top of the 12% or the 22%?(Just can't get my spreadsheets to tell me when DW or I may end up filing single as a...
Forum: FIRE and Money 11-01-2018, 11:35 PM
Replies: 71
Views: 13,723
Posted By UpAnchor
The email subject line is: "Reminder: Take...

The email subject line is:

"Reminder: Take action on your account".
Forum: FIRE and Money 10-17-2018, 08:31 PM
Replies: 27
Views: 2,068
Posted By UpAnchor
FIDO dropping costs again

Like several here, I have assets with both firms. Each offers certain advantages the other lacks. One disadvantage to Fido, for me anyway, is their ongoing lack of index balanced funds other than...
Forum: FIRE and Money 10-06-2018, 10:59 PM
Replies: 71
Views: 13,723
Posted By UpAnchor
Received an email from Vanguard a couple of days...

Received an email from Vanguard a couple of days ago urging transition under an "Action Needed" subject line. (Hadn't heard anything from them on this in quite some time.) They indicated they would...
Forum: Other topics 09-11-2018, 04:18 PM
Replies: 70
Views: 5,436
Posted By UpAnchor
Still, you'd have to get past that voice...

Still, you'd have to get past that voice...
Forum: Technology, Media & e-Gadgets 04-16-2018, 11:11 PM
Replies: 3,734
Views: 256,225
Posted By UpAnchor
I'm totally with you. DW not so much. :(

I'm totally with you. DW not so much. :(
Forum: FIRE and Money 03-24-2018, 11:50 PM
Replies: 12
Views: 1,632
Posted By UpAnchor
Yes, given that: 1. By far the largest part...

Yes, given that:

1. By far the largest part of our nest egg (~85%) is in Rollover IRAs, the remainder being in Roth IRAs (14%) and taxable (~1%). So a lot of forthcoming "ordinary income" to...
Showing results 1 to 25 of 304

 
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