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We, this coming winter, we will be snowbirding in our new Florida home. As an avid Quicken user for 3 decades, I’m not giving it up. I know I can update simple transactions from the mobile app on the phone or the web app on a pc, but I want all the functionality of the full pc version. Can I...

I was going to sell a big position of two High Yield Munis today (ORNYX and NHMAX) to build 2 years of cash and they dropped a few percent recently. I looked at an ETF (HYMB) and another just now to see what to expect today and it looks like they are down 14% today??? Still sell today? I know...

So, I’m not even a year into ER in my early 50s. Things were going great... now this. Even after the drop, my SWR is about 2.8% and lower when kids leave and SS/pension kicks in. I’m good still right? A bad sequence of returns can be absorbed? I’m sure there are many new retirees here who...

So I'm leaving my FA this month and going on my own (half the portfolio has always been on my own). I'm between E*Trade and Fidelity and have some at both already. I like Fidelity's customer Service and they have an office near. But... E*Trade is offering $4k more than Fidelity as a transfer...

It may make little difference but if I pay, for example, $20k on a portion of my portfolio in advisor expense each year, should that be part or my expenses or should I remove from expenses and estimate the weighted investment expense impact?

Entertaining leaving COBRA for a higher deductible, low cost plan. Current COBRA (Blue Cross Plan) plan is $1650/mo for a family of 4. $700 per person deductible and $4k per person annual max. Agent Proposed "Crown" Plan is $880/mo with similar co-pays but a $5k deductible/max per individual...

Looking for learnings: Just chill? Start with good habits off the bat? Make sure you have a routine?

If I want to keep the door open...? “Sabatical”? Just end last employer and leave blank? Self-Employed?

So, I’m a month or two away from FIRE and have had a 90-95% equity portfolio the last many years. Last week, I reallocated my advisor’s brokerage to about 70/30 and my other account will be 80/20 by the end of the week. I’ll lower more next year when I have no income. This is the money I...

Hi, Thanks to those in this forum, I have read many posts and answers... informative, varied and always respectful. Here is my situation and I welcome different points of view: Work had become very stressful and I have little personal reward. I’ve been basically the same role for the last 10...