Search results

Anybody have experience buying individual bonds on Vanguard? Do they have a decent platform for that with good evaluation tools? Other things I should be aware of, good and bad? I'm very comfortable with their MF/ETF platform and although I know many don't like their website and customer...

Like many of us I get invites to "free" dinner's all the time from investment/advisor companies. I've never gone but I know its discussed here on occasion. Well today I open one of those envelopes and its not from an investment company... its from a funeral company for final arrangement...

I think I made a final decision but wanted to get insight from the group to see if the concensus was the same as what I'm thinking. Below is a screenshot of a simplified spreadsheet section (missing other income columns) showing the 2021 tax calculations at three different levels of...

I've been using iBank for the past 8+ years and have been happy with it. iBank is now Banktivity. I'm getting a new Mac and will need to upgrade my software. I'm considering all options and not just an automatic change to the latest version of Banktivity. I really only use it as a...

So I texted with two of my old work friends today (10/14). I was (and they still are) in the tax field so 10/15 is a big deadline. They were telling me all the busy season problems including a lost UPS packages full of tax returns being sent to a client, clients throwing in last minute (and...

I'm coming off of COBRA at the end of November and trying to decide what insurance plan me and DW will be under going forward. Both age 52, will not qualify for any ACA subsidies, and both reasonably healthy. I've pretty much ruled out any ACA policy as none of our current DRs are on any of...

I'm hoping someone here can help. I've tried some google searches and to search the forum but can't find what I'm looking for. I have a few mutual funds I've held a long time (mid '90s) and have lost my files in a few floods. Since I moved these funds around 2010 from one brokerage (now...

Does anyone know the difference between the "New Posts" vs. "Recent Threads" links? My first though was that the Recent Threads would only be posts started recently (vs. recently replied to) but I see one on my feed that was from 2011, "LOL!'s, Market Timing Newsletter". In the New Posts...

Well, I'm sitting here at my desk for the last time. I've worked at essentially the same job for 30 years and have been thinking about ER for the past 5 years or so. I formally announced to my company in early April and the last two months have been amazing. What I was most surprised...

Well, retirement date is announced (5/31) and I'm so excited. The relief as I sit here at my desk just working on a transition plan is fantastic. I'm pretty comfortable with my plan but its all contingent on the economy. I've been very conservative with my estimates (5% returns, 4%...

Hi, I've been a lurker for a while and decided I'd get some of your thoughts on my financial readiness. Mental readiness is another story; but I’m sure that is harder to help with on this forum. I’ve been burned out from work for several years now as I’ve essentially had the same high...