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I always enjoy these charts. Thanks for posting them.

I discovered Dave late in my financial journey, so nothing he said was really news to me. But I do think his advice is 90% sound, and he does a lot of people a lot of good. Very strong on budgeting, less so on retirement strategies. He embodies that strange (to me) fusion of fervent...

From 2018-2025 investment fees are not deductible at all on your federal tax return.

Selling a bunch of Yahoo! in the single digits, before it took off. What a yahoo I was. ;D

I spent five weeks in Ecuador in 2010, considering it as a retirement destination. I didn't go to Galapagos or the Ecuadorian Amazon, but I did see a lot of the country. The coastal towns were fun. Everything from chilled-out Canoa and Puerto Lopez to crazy Montanita. Cuenca was my favorite...

Yeah but THIS time is different! ;D

Well, my broker is E.F. Hutton, and E.F. Hutton says…

My beef with Cap One is that there doesn't seem to be any way to add 2-factor authentication to their web page login. Or am I just missing it?

Has Jack Bogle been dead that long? Come on, people.

+1 I believe this is the explanation for the problems.

NO individual stocks allowed in my portfolio. I'm a lousy stock picker. I suspect you are too. :greetings10:

They're actively trying to bring it back up, but the site is resisting...

That's a great calculator I never knew about. Thanks!

Self-fund. I don't trust the policies, the premiums, or the industry.

Does Venmo have any advantages over PayPal?

Because your "independent thought" is very likely to lose you money. So is mine. Good investing is b-o-r-i-n-g.

Have you considered doing 1031 exchanges into Delaware Statutory Trusts?

If he's pushing an annuity, he's obnoxious. ;D

I got that notification too. Doesn't affect me though because I don't rent cars.

As of a few yrs ago, publicly traded REITs had a superior 30-yr performance to the S&P 500. I haven't checked since then, but I consider VNQ an important part of my holdings.

Sounds like somebody tried to get an SBA EIDL loan in your name? So the bad guys have your SSN?

Good info. I wish they had been more explicit about the timing of the conversion. IMO it's still a grey area, at best.

Here's why I think it's wise to let your funds sit in your TIRA for a year before converting: Kitces: How To Do A Backdoor Roth IRA (Safely)

You need to let the $6k sit in your Traditional IRA for a while. If you convert immediately it can raise red flags with IRS, due to it being "in effect" a Roth contribution, which your income disqualifies you from. How long does it need to sit in your TIRA? Consensus seems to be at least a...

Under $10, they don't have to issue you a 1099. Legally you are still required to report the interest received, however.