Recent content by bizlady

Senior moment on the "Amazon" now corrected! :)

Received the following email yesterday from Vanguard. Particularly do not understand the last note on the bottom. So does this mean if we buy cd's or exchange Vanguard funds or switch funds, that are within the brokerage account, or they mature and go to the brokerage account- we get charged a...

I had TT on camelcamelcamel- and great sale price THIS MORNING

An interesting Fidelity calculator, new to me at least in that I had not seen it before. Enter retirement savings, ss, and pensions, age to take WD, and life span. Play with portfolio allocation and life span...

Bought some Vanguard CD's earlier this year and have one coming to term this week. Do they automatically renew or do I sell it on the due date?

How do you adjust expenses if your partner passes? I see where pensions or SS go away, but how to you adjust expenses?

On plan, but as we approach the mid-late 60's, spending seems to be slowing some

Not a comforting thought to think many of us may be unable to get insurance in the future. Seems companies are pulling out of risk areas due to global warming, particularly in hurricane and fire areas. https://apple.news/AVXqEi89qR46Xv_xMLt61qA

I help my brother pay all of his tax estimates. He recently moved to Wisconsin. Can someone give me please the dates that the quarterly payments are due in Wisconsin? Do they simply align with the federal dates?

Recently diagnosed with osteoporosis lower back and hip. Doc wants to talk about treatments. I am aware that everyone is different, and there are potential side effects. I wonder, for those that chose treatment, did you see improvements, and if so, over what period? Any side effects worth it?

In floor heat- it is efficient and we tend to want warmer as we age. House or rooms planned to maximize sunshine in the living areas. All door handles with levers rather than knobs. Electrical outlets and internet outlets well planned for use and gadgets.

Greatly appreciate the time you put into this. But OUCH! Our numbers do not have as much padding anymore.

+1 on EFTPS. Scheduling in advance and ability to change those payments is nice. Recently used DirectPay to assist DB in paying his taxes, and I think only 2 payments could be scheduled- what his balance owed was and Q1 2023

Had no idea the settlement acct paid anything! :-)

We have decided to purchase some CD's within our IRA that is at Vanguard Brokerage. We will purchase using money market funds within the IRA. I know I have to sell X to buy the CD, but it looks like I need to let the money "settle into" the settlement account before I can purchase any CD's. Is...