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    High Expense Ratio - Should I Sell?

    I have several different index funds with what I feel are high expense ratios and I’m looking at selling them and taking all the money from the sale and purchase FSKAK – Fidelity Total Market or FFNOX – Fidelity Multi Asset. These funds are all in taxable accounts and my AGI income will be well...
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    Social Security Future Modeling Question!

    Using the SSA site to check my future Social Security payments I get the following results. The amount for 68 years and 4 months is the same as age 69! Birth month = September. Current Age 67 = $3166 Monthly At age 68 – September = $3166 Monthly At age 68 and 4 months – January 2023 = $3395...
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    Where do you shop for groceries?

    Market Basket Sam's Walmart Trader Joes
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    Why did I receive short term capital gains?

    I was surprised with the amount. $2.36 was short term and $2.66 long term!
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    Why did I receive short term capital gains?

    Thanks for your help!!
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    Why did I receive short term capital gains?

    My shares of FCPGX – Fidelity Small Cap Growth - distributed both short and long term capital gains on 9-10-2021. I've held these shares for several years. Why did I receive short term capital gains? I thought all shares over 1 year only paid long term capital gains.
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    Retorque Wheels

    After you have new tires installed or a tire rotation do you bring your vehicle back to re-torque the wheels after 50-75 miles?
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    Free Turbo tax From Fidelity

    Because the account is so small and not very active it just seems like they made a mistake!!
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    Free Turbo tax From Fidelity

    Nope - I'm sure it's a legit copy!! If I went shopping and found something extra in my bag because the store made a mistake is it OK to keep it!! I guess the best thing to do is ask Fidelity!!
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    Free Turbo tax From Fidelity

    My daughter has an account with Fidelity that is under $25,000 and she only purchased $3,000 in 2020. She received the free Turbo Tax offer. I think Fidelity made a mistake. Would you still use it?
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    Car registration question

    I found the following in my auto insurance contract. “Your unmarried dependent children temporarily away from home will qualify as a relative if they intend to continue to reside in your household.” My daughter will be getting her North Dakota drivers license and she will become a North...
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    Car registration question

    When I do an online quote the rate is about the same if under her name or staying on our policy! The quote is from our current company.
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    Car registration question

    Thanks for the information. I guess my biggest fear is the insurance company. If something did happen would they say the car should have a sticker because it’s registered in Maine so no coverage.
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    Car registration question

    I did an online quote and its about the same rate. I was a little surprised, but they did increase my rate when she took the car to North Dakota. She also has a great driving record and a real good credit score, and she is 23.
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    Car registration question

    Thanks - Just checked and it is tax free in ND if you give the car to a family member.
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    Car registration question

    That is good news!
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    Car registration question

    She is listed as the primary driver and the car is listed as being kept in North Dakota.
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    Car registration question

    It looks like the cost will be less in North Dakota and she is on our insurance and that will be a little less in North Dakota.
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    Car registration question

    My daughter is a student and works at the University of North Dakota. She took our car to North Dakota last July and will not be returning home this year by car just flying. The car is registered in Maine in our names and Maine requires an annual auto inspection sticker so it will no longer have...
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    Another Social Security Question

    I plan on waiting until age 70 to collect Social Security. Can my spouse claim her Social Security at full retirement age and switch to the 50% spousal benefit when I claim at age 70.
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    It’s Oscar time

    This could be his year!
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    It’s Oscar time

    After watching the trailer my vote is for The Martian.
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    It’s Oscar time

    Which of the following movies do you think should win Best Picture? Any must see movies on the list? The Big Short Bridge of Spies Brooklyn Mad Max: Fury Road The Martian The Revenant Room Spotlight
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    ACA/Medicaid income

    She started School/work in North Dakota in July! I guess they just sent down new updated information for students. She may still qualify, just waiting to hear! What do you think about the other options?
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    ACA/Medicaid income

    So my daughter may have some issues with Medicaid Expansion. Because she is a part time staff member and full time student and currently not a resident of North Dakota she may be denied. I thought it was only based on income but it looks like other requirements may be needed. The new plan if...
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