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Wells Fargo has a $2500 bonus offer that started in January and expires on April 1. If you open or move up to the premier checking account and bring over at least $250,000 you get the bonus. Okay, here's where it gets sticky: I moved up to the premier checking in February without knowing...

Wife and I got this today about WF Advisor accounts changing: "As part of Wells Fargo Advisors' continuing efforts to simplify its overall business by focusing on its core business services, Wells Fargo Advisors Financial Network (WFAFN) will discontinue online self-directed trade activity as...

Age: 67 Mortgage: $300k @ 3.6% 25 yrs remaining. $1565/mo. payment Annual guaranteed income sources (SS, pension): 105k plus 35k dividend income. Sources: Cash - 100k Tax deferred investments: 1.7 mm Taxable investments: 2.8mm In taxable, about 1mm has a higher cost basis (thus lower cap...

If you are contemplating whether to ER or not and especially if you fall in the OMY category, this clip might push you off the fence. Runs about 5 min., worth watching even if only for the thought provoking content.

You can get the disc from Amazon right now for $19.99 shipped, but the digital download is $34.97. Does anyone think the download price will go on sale like last year ($14.99)? Doesn't make sense for disc to be cheaper......Thanks

I shall take you to bed and have my way with you. I will make you ache, shake and sweat until you moan and groan. I will make you beg for mercy, beg for me to stop. I will exhaust you to the point that you will be relieved when I'm finished with you. And, when I am finished, you will be weak...

We underestimated our income for this year for purposes of ACA. We have been subsidized $1,000 per month when we will NOT be eligible for any subsidy this year. We will owe back $12k by year end. Questions: Can I pay back the $12,000 before the end of the year to catch it up? Will the $12k...

Retired 01/2015, sold home 05/2015, moved twice and rented until present. I too was concerned about obtaining a mortgage as a non-employed retiree. We are now in Oregon, found a house and spoke with two lenders, one of which was WF. Am on pension and early SS as 95% of income. No debt...

Officially retired on MLK day this past Jan. (free at last), sold our house, moved to where our daughter is so we can help with new grandbaby while daughter completes nursing school. Will relocate to PNW, probably Oregon in July, 2016. Life has been good thus far. I just did roll over my 31...

MLK day, a Monday was my last day at w*rk after 36.5 yrs!! I was offered the standard severance package which consisted of 1 yrs. salary, 3 mo. health insurance at the current rate for me, DW and DS. After that, COBRA at the full price is.......$38k/yr.!! Guess we'll be shopping for cheaper...

An employee met with his manager and HR person and was presented a 90 day performance improvement plan (PIP). He was told if he didn't meet the performance standards in the PIP after signing, he would be terminated on or before the 90 days. The HR person said "if you don't wish to sign the...

Unless early out package is presented, I plan to hang it up 01/2016 when I turn 62. We have multiple pension options of which I am interested in several. At 62: Single Life Annuity 4955/mo Joint & Survivor 4271/mo Lump Sum of 544,170 plus 1,562/mo Joint and Survivor Would you...

I mentioned in earlier post that I thought job eliminations would occur at my location. Announcements by the Corp were that 550 jobs were being eliminated half at Corporate level and half throughout the divisions. Seems the Corporate was accomplished and some of the Ops. reductions have been...

I just turned 60 recently, have been employed for 35.5 years with basically the same Megacorp. It has just been announced that the company is cutting 550 salaried positions to improve margins and cut costs. I will be surprised if my job is spared even though it is in a vital area...

Here are the Pension #'s I pulled from my MegaCorp projected income on our benefits website. This is a non-COLA'd pension with multiple options that are too numerous to mention here. I will be 60 in 01/2014. The annuity increases at 4% for each yr. thereafter. Option 1 Single life annuity...

I ran my Company's pension options below assuming I retire and begin receiving benefits at 62. I am 58 1/2 now, have 401k, IRA's and decent liquid assets. DW is 54, recently retired from teaching but plans to either do something part-time or possibly full, just not teaching. Megacorps pension...