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  1. very odd thing
  2. pulling the trigger for two
  3. Being Thankful
  4. Anyone try out the new BH Retiree Portfolio Model beta?
  5. Anyone attend wealth manager free education events?
  6. Almost free cash
  7. Walmart paying 100% of college costs for its workers
  8. Embarrassing question
  9. Need Help for a long time friend with spending issues.
  10. Investment options for nomads
  11. What is going on with Morningstar?
  12. Nest Egg Care by Tom Canfield
  13. TSP Estimation
  14. Self Insuring Question
  15. Review and FIRE readiness thoughts
  16. Was just curious what you as a parent would do in this situation
  17. Way too much of NW in employer stock
  18. Roth conversion?
  19. Charles Ellis article
  20. We have a buyer for our FSBO?
  21. Login problems with multiple banks
  22. We tried to live within a budget, but we can't
  23. SS Projections: COLA adjusted?
  24. Another calcuation - How much you need to Retire in Each State
  25. Saving Acct, CD or I-Bond?!?
  26. Contemplating dropping to part time
  27. Non-Spouse Inherited 401(k) and IRA Withdrawal Requirements
  28. Online Tax Calculator for Non-Grantor, Complex Trusts?
  29. Learning to Live with Maggie (MAGI)
  30. Taxes Due When Cashing in Life Insurance?
  31. Concerns About Inflation?
  32. Anyone Regret doing a Roth Rollover ?
  33. First Time Home Buyer (post-inspection)
  34. Any 3%ers out there?
  35. Suggestions for too much cash in IRA?
  36. How do I get Inherited IRA RMD?
  37. Flat spending rate
  38. Need help including pension into retirement calculator
  39. Firecalc vs reality
  40. Benefits of Roth Conversions vs Medicare Premium Surcharge
  41. Refinancing Scams - Buyer Beware
  42. Tax planning spreadsheet
  43. Has anyone sold their primary residence that was originally their second home?
  44. Inflation could prompt largest Social Security cost-of-living adjustment in decades.
  45. 4% SWR for how long?
  46. Making an asset list for fading loved one
  47. B&M location question
  48. Roth conversion study surprised result
  49. UTMA asset reallocation ?
  50. Insurance Mistake
  51. Weird Question... How often do you count your money/assets?
  52. Can I retire early before age 60?
  53. Logical and Personal Quandary
  54. Anyone ever 'want more'?
  55. Lever up home or tap Roth equity?
  56. And I Fired Five Years Early ...
  57. Need help selling ?
  58. What questions to ask realtor selling our house?
  59. We've hit our number, problem is the budget doesn't fit in it
  60. paying for 2nd home
  61. Using a Heloc as a downpayment on a new home
  62. Pulling the Trigger is Tough!
  63. Real estate question
  64. SS - spousal benefits for older spouse
  65. Is a pension really FI?
  66. Tracking Net Worth and Compound Interest Calculating
  67. How one early retiree dealt with inflation
  68. Anyone here retiring with 1.5 - 2M, renting, and a LONG retirement?
  69. Recovering a Retirement Benefit after multiple company sales.
  70. Critique My Personal Crash Plan
  71. Real Estate - Ridiculous Appreciation
  72. Help! The IRS is at my door. How can I find the cost basis for TIPS that matured?
  73. DH concerned about taxes...what to do...
  74. Spouse benefit while you're both living?
  75. Personal finance ignorance among the otherwise intelligent
  76. More discussion on GARCH models please - portfolio modeling
  77. Do you think 2023 is 1929, 1966, 2000, etc?
  78. Cash windfall just before retirement
  79. Do you draw from your Traditional 401(k)/IRA or from your Roth 401(k)/Roth IRA first?
  80. The Richest 1% by Country - US seems to be wrong
  81. Windfall and Withdrawals.
  82. My Lessons Learned and why everyone should build a custom model with Excel
  83. Pensions and the 4% rule
  84. Why Would I NOT Invest After-Tax Dollars in a Roth IRA
  85. What's Going on with the Real Estate Market?
  86. Yet another budget check
  87. Yet another Roth question
  88. Simplifying income streams and auto payment processes?
  89. Does renting a car require unfreezing of credit if my credit file is frozen?
  90. Vanguard Personal Advisor Services
  91. Overpayment letter
  92. DW’s 401k change
  93. Pay off the mortgage or set it and forget it, what would you do?
  94. Dave Ramsey approach
  95. Stable Value vs bond funds vs I-Bonds
  96. Fidelity Bill Pay ebill question
  97. Our ROTH choice dilemma
  98. Looking at Vanguard funds for an inheritance, hmmm
  99. My current plan and two alternatives that might be better
  100. Pension Choice to Make
  101. CT retirement income now tax friendly!
  102. Automate bill payment? Pros/Cons?
  103. Partial Roth Conversion?
  104. When and for Whom are Roth Conversions Most Beneficial? A New Set of Guidelines...
  105. Alternative to Roth Conversions?
  106. Vacation Rental Investing
  107. Roth Conversion 5 - Year Rule
  108. Start building I-Bonds reserve?
  109. shopping for auto insurance
  110. Lump sum or DCA investment for inheritance?
  111. "Tax Bucket" question
  112. Can I Retire? - Round 2
  113. Did you go heavier on cash at start of withdrawals?
  114. New Union contract
  115. ILITs and 2nd to Die Variable Universal Life Insurance
  116. Experiences with Home Buying Services/Investors
  117. New Home Prepayment Option
  118. Vanguard Wellesley
  119. Drawdown order for different types of accounts
  120. Firecalc question
  121. Stepson wanting advice on starting investing
  122. Local Bank Branch Closing - Options?
  123. Start Social Security to buy a new car or cash in equities
  124. Would you Retire if you weren't sure you could afford to?
  125. Morningstar: Hidden Assumptions of Financial Calculators
  126. Vanguard Customer Service?
  127. Help choosing Fidelity Indexes. Balanced Index?
  128. Roth Conversions even if you don't have the money to pay the taxes?
  129. How do I figure taxes on sale of inherited home
  130. How do I reach minimum income for ACA subsidy?
  131. It's not immediately obvious to me
  132. Type of 401k vs IRA to keep investing now?
  133. Simple 0% Fed income tax question
  134. My Quicken Subscription Just Expired, - Could not be happier with ....
  135. Bank of America & settling an estate
  136. Any Retirees in New Hampshire or New England Area?
  137. 457 Roth or traditional + Brokerage
  138. Asset based mortgage
  139. Spousal SS Question - (Sorry, Yes, Another)
  140. SS increase of 3.7%?
  141. Another Social Security Question
  142. Somewhat obscure question about Roth conversion strategy
  143. Social Security increase for 2022 first out look 5.3%
  144. What tax bracket should I stop doing Roth Conversions
  145. The 13 Characteristics of a Good Investor
  146. SS Strategy
  147. The Dangers of Cash
  148. Searching for an online spending spreadsheet
  149. Retirement Savings Contribution Credit and pension
  150. Tax consideration for IRA withdral
  151. Social Security Decision Tree
  152. Trad 401k to Roth IRA Rollover (Conversion?)
  153. "Back-dated entries will not be factored in."
  154. Clark Howard interviews Jonathan Clements
  155. Anyone getting a different style Social Security Statement?
  156. 10 Charts About Retirement Every Retiree Should See (2020)
  157. After 5 Years sailing the seas Wife says we need to buy a house again
  158. TIPS: Actual bonds vs. ETF or fund?
  159. Playing with OpenSocialSecurity benefits optimizer
  160. Does SS benefits "estimator" allow me to enter data?
  161. Inherited IRA/10 year rule/withdrawal strategy
  162. Billionaires don’t pay taxes?
  163. 401k or Roth/401k ?
  164. Investing clarifications
  165. What Tax Filing Software to use for Roth Conversion Estimates?
  166. Guest Accommodations
  167. Fee for cash buyers???
  168. Insurance to cover first-to-die spouse's SS payments?
  169. 401(k) Consolidation and Rollover Complete
  170. Edward Jones FA had me in the following funds in my 401k. I need advice.
  171. Finally getting my federal tax return, but...
  172. Amended tax return question
  173. Very bullish forecast
  174. Giving While Living?
  175. When should I sell my shares from my ESPP?
  176. Tip construction workers?
  177. Die With Zero - Book
  178. ACA healthcare and income question
  179. Requesting Feedback on Our Plan
  180. Are all Annuities BAD?
  181. The Current Annuity Factor & Dangers of the 4% "Rule"
  182. When do I use my HSA Money
  183. What's the most tax efficient way of handling ROTH Conversions?
  184. Portfolio Visualizer
  185. Switching from SS Survivor to Personal benefits
  186. Your Father's Stock Market is Never Coming Back
  187. Withdraw Rate effect on Portfolio Performance
  188. Deferred Compensation -- how to use it to RE sooner
  189. Planning for 2023
  190. Stock Cost Basis
  191. Total Return Withdrawal Decision
  192. Ally eliminating overdraft fees
  193. Non-IRA ETF Consolidation Question
  194. 2nd home/cabin etc. How'd you decide to pull the trigger?
  195. Series I Bonds, Individual and Trust
  196. Change in Plans...age 57..
  197. dropping fee based credit card. Question...
  198. Basic Retirement Question
  199. Jewelry Insurance
  200. Fidelity Retirement Planner & State of Residence
  201. cd rates available
  202. SORR and Spending Now
  203. How Are Life Insurance With LTCI Rider Sold?
  204. Rule of 55 and returning to same employer
  205. Modelling when to take Social Security and other pensions
  206. Fully Paid Lending Program by Fidelity
  207. "Free!" Credit
  208. HELOC question
  209. What are "vertical checking" accounts?
  210. Poll: FIRE funds to cover monthly costs come from?
  211. Poll: Fat FIRE II
  212. Cash and CD’s? Why not a Money Market?
  213. Retirement Portfolio Checks & Balances
  214. Home Reassessment Question
  215. Vanguard margin dividend tax reimbursement payment: downside of margin
  216. Bob Carlson's book "Where's My Money"
  217. Real Estate Sale Fees
  218. Personal Capital reliability
  219. Poll: Fat FIRE
  220. Help with short term cash at Vanguard
  221. Robinhood to Offer Retail Investors Access to IPO Shares
  222. Variable annuity payout ?
  223. Turning 50 in a month, I know what you are going to say..
  224. Can you do a backdoor IRA to HSA before 59 1/2?
  225. IRA if death of holder, spouse options
  226. Anybody here only have one credit card? If so what is your credit score?
  227. Definitive List of Categories for Retirement Expenses
  228. "Final Check" to 457b?
  229. Income Portfolio
  230. Preserving the buying power of a pension
  231. Can/Should I Retire Today or in 6 Years?
  232. Owning a VRBO/AirBnb?
  233. Should I cancel my disability insurance?
  234. Cutting expenses—your best money saving tips?
  235. Where to park cash gifts for kids?
  236. What's a good target RMD annual income?
  237. How much money needed in cash and how to get it?
  238. Unusual IRS audit question
  239. Daily Fluctuations
  240. Monte Carlo used over a period of time
  241. Converting from Spousal to my own SSA
  242. Tiller Money
  243. Mutual funds and cap gains
  244. why capital gains in HSA was reported to IRS ?
  245. Signed Up For LTC Policy
  246. Money management software
  247. 401K Monthly disbursement
  248. CFP adds psychology to the mix
  249. Should I roll a 403b over to a Roth IRA?
  250. Interest rate or price increase, which costs more?