Search found 31819 matches

by LadyGeek
Thu Apr 15, 2021 12:43 pm
Forum: Non-US Investing
Topic: [Wiki: Sharia-compliant investing]
Replies: 13
Views: 614

Re: [Wiki: Shariah-compliant investing]

justETF has a helpful overview of various ESG indexes where X stands for excluded sectors: ... Thank you for this. It is extremely helpful and illuminating. Would I be right in suggesting that an investor could use this to pick their own personal 'flavour' of Sharia-lite here? That is, decide which...
by LadyGeek
Thu Apr 15, 2021 7:46 am
Forum: Non-US Investing
Topic: US Small Caps - USML vs IJR [Brazil]
Replies: 3
Views: 141

Re: US Small Caps - USML vs IJR

Welcome! I moved your post to the Non-US Investing forum because you are referencing USD and "UCITS" is for non-US investors. What is your home country? May I suggest you post your portfolio information in this thread using the My portfolio: seeking advice format? It will make you think ab...
by LadyGeek
Thu Apr 15, 2021 7:42 am
Forum: Investing - Theory, News & General
Topic: Market shift since december
Replies: 15
Views: 1296

Re: Market shift since december

This thread is now in the Investing - Theory, News & General forum (general discussion).
by LadyGeek
Thu Apr 15, 2021 7:21 am
Forum: Non-US Investing
Topic: [Wiki: Sharia-compliant investing]
Replies: 13
Views: 614

Re: [Wiki: Sharia-compliant investing]

MrCurious wrote: Thu Apr 15, 2021 7:04 am When it comes to spelling, I would follow English Wikipedia and opt for Sharia.
Thank you. Further checking via Google suggests this is the correct spelling in English.

I have corrected the spelling in the thread title.
by LadyGeek
Thu Apr 15, 2021 6:27 am
Forum: Personal Finance (Not Investing)
Topic: desperately seeking help understanding Form 8606 on 2020 tax filing (Roth recharacterization/conversion issues)
Replies: 57
Views: 1765

Re: desperately seeking help understanding Form 8606 on 2020 tax filing (Roth recharacterization/conversion issues)

AlienGrrrl - In order to provide appropriate advice, it's best to keep all the info in one spot. I merged your update back into the original thread. I also fixed the spelling in the thread title "ROTH" to "Roth". (Thanks to the member who reported the post and provided a link to ...
by LadyGeek
Thu Apr 15, 2021 6:22 am
Forum: Personal Finance (Not Investing)
Topic: For those retired or FI, how much do you spend annually?
Replies: 286
Views: 20609

Re: For those retired or FI, how much do you spend annually?

(^^^ The merge broke the link.)

I merged bg5's thread into the ongoing discussion. The combined thread is in the Personal Finance (Not Investing) forum (retirement spending).

(Thanks to the member who reported the post and provided the link to this thread.)
by LadyGeek
Wed Apr 14, 2021 7:46 pm
Forum: Personal Finance (Not Investing)
Topic: When to take Social Security
Replies: 8
Views: 779

Re: When to take Social Security

This thread is now in the Personal Finance (Not Investing) forum (Social Security). ...The question is do any of you feel that Uncle Sam may change the rules effecting Soc Security... For the record, Social Security is authorized under US law (legislation). Speculation about future legislation (what...
by LadyGeek
Wed Apr 14, 2021 7:30 pm
Forum: Personal Finance (Not Investing)
Topic: Parkinson's: How to Mitigate Possible Financial Hemorrhage?
Replies: 21
Views: 3194

Re: Parkinson's: How to Mitigate Possible Financial Hemorrhage?

It's a hard discussion of planning for x years of life expectancy and working backwards from that. The only way to mitigate this is to delay going to a nursing home as long as possible. At-home care is the best option, but there may come a time when it's not possible to do so. Full-up skilled nursin...
by LadyGeek
Wed Apr 14, 2021 4:28 pm
Forum: Personal Consumer Issues
Topic: [What TV Show Have You Recently Watched?]
Replies: 2753
Views: 274214

Re: [What TV Show Have You Recently Watched?]

^^^ Thanks for the explanation. It makes sense now. My plasma wasn't dead. Comparing what it looked like now to what's possible with high-def OLED was all the justification I needed. "HD" is not "Ultra HD". Compare for yourself and I think you'll come to the same conclusion. (HDT...
by LadyGeek
Wed Apr 14, 2021 4:22 pm
Forum: Personal Finance (Not Investing)
Topic: [Spouse recently passed away. Please help me handle his financial matters]
Replies: 111
Views: 7206

Re: [Spouse recently passed away. Please help me handle his financial matters]

bennie, So sorry for your loss. Just FYI, 3 years ago my spouse passed away before I filed my taxes for the year. I had already had the taxes completed in TTax, just not efiled. When I got to it, I efiled and it got rejected. I ended up having to mail it in. What I should have done, is to have gone...
by LadyGeek
Wed Apr 14, 2021 2:24 pm
Forum: Personal Consumer Issues
Topic: [What TV Show Have You Recently Watched?]
Replies: 2753
Views: 274214

Re: [What TV Show Have You Recently Watched?]

The Witcher , on Netflix. It's a bit confusing to follow, but done well. I'll keep watching. On a related note, I just upgraded my TV to 4k high-def. ( Re: Repair plasma television or get new TV? ) I also upgraded Netflix to the Premium plan to get the high def content. The Witcher is produced in D...
by LadyGeek
Wed Apr 14, 2021 11:50 am
Forum: Personal Investments
Topic: Should I roll old 401k or not
Replies: 16
Views: 1068

Re: Should I roll old 401k or not

stocknoob4111 - In order to give appropriate advice, it's best to keep all the information in one spot. I merged your update back into the original thread.

If you have any questions, ask them here.
by LadyGeek
Wed Apr 14, 2021 11:41 am
Forum: Non-US Investing
Topic: [Wiki: Sharia-compliant investing]
Replies: 13
Views: 614

Re: [Wiki: Shariah-compliant investing]

At TedSwippet's request, I have split this discussion into a new thread.

Shariah-compliant investing is also discussed in the US personal investments forum. Here's a quick search result: shariah
by LadyGeek
Wed Apr 14, 2021 11:39 am
Forum: Non-US Investing
Topic: Vanguard ESG Global All Cap UCITS ETF
Replies: 26
Views: 2402

Re: Vanguard ESG Global All Cap UCITS ETF

A discussion regarding shariah compliant investing has been moved to a new thread. See: [Wiki: Sharia-compliant investing]

Update: Fixed spelling.
by LadyGeek
Wed Apr 14, 2021 8:51 am
Forum: Personal Finance (Not Investing)
Topic: how to deal with it [regret over past investing choices]
Replies: 82
Views: 19215

Re: how to deal with it [regret over past investing choices]

^^^ You can find the wiki link in the menu at the top of the page.

Start here: Getting started for non-US investors

And: Investing from Australia

Go to the Non-US Investing forum and post your info using the My portfolio: seeking advice format. You'll get plenty of help.
by LadyGeek
Wed Apr 14, 2021 8:41 am
Forum: Personal Finance (Not Investing)
Topic: Parkinson's: How to Mitigate Possible Financial Hemorrhage?
Replies: 21
Views: 3194

Re: Parkinson's: How to Mitigate Possible Financial Hemorrhage?

Now is the time to deal with all of the difficult decisions related to estate planning. Please see an attorney who specializes in elder law. You will need: Will, medical Power of Attorney, durable Power of Attorney, Living Will (Advanced Health Care Directive). Your husband's condition will degrade ...
by LadyGeek
Wed Apr 14, 2021 6:24 am
Forum: Personal Finance (Not Investing)
Topic: [Spouse recently passed away. Please help me handle his financial matters]
Replies: 111
Views: 7206

Re: [Spouse recently passed away. Please help me handle his financial matters]

Bennie - Do you have enough copies of the death certificate? If you visit a place in-person (like a bank or Social Security), they'll want to see the original. Hopefully, they'll then make a copy and give the original back to you. Alternatively, online submissions (like Vanguard) will accept a scann...
by LadyGeek
Tue Apr 13, 2021 7:19 pm
Forum: US Chapters
Topic: Suggestions for the Wiki
Replies: 497
Views: 409015

Re: Suggestions for the Wiki

Hi,

Thank you very much! I have revised the page: Financial websites and blogs (Financial news and information)

If you see anything that's missing or needs to be changed, post here.
by LadyGeek
Tue Apr 13, 2021 6:32 pm
Forum: Personal Consumer Issues
Topic: Hoarding and Decluttering
Replies: 15
Views: 1379

Re: Hoarding and Decluttering

This thread has run its course and is locked (below acceptable threshold). See: Personal Consumer Issues Note that this subforum has a much lower threshold for locking or removing posts than the financial and investing subforums. In general, controversial, offensive, pointless, divisive or mean-spi...
by LadyGeek
Tue Apr 13, 2021 6:27 pm
Forum: Personal Consumer Issues
Topic: Cicadas
Replies: 23
Views: 1741

Re: Cicadas

Upon further review, observing Cicadas is on-topic as a leisure activity.

This thread is unlocked to continue the discussion.
by LadyGeek
Tue Apr 13, 2021 6:09 pm
Forum: Forum Issues and Administration
Topic: Why PM messages are stuck in outbox ?
Replies: 7
Views: 410

Re: Why PM messages are stuck in outbox ?

Probably, but I didn't write the software. It's a common question that I put in the wiki: Was my private message read?
A Private Message (PM) stays in the "Outbox" folder until it is read by the recipient.
by LadyGeek
Tue Apr 13, 2021 2:51 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 14511
Views: 1114354

Re: U.S. stocks continue to soar!

Please stay on-topic, which is the US market (increasing).
by LadyGeek
Tue Apr 13, 2021 2:45 pm
Forum: Personal Finance (Not Investing)
Topic: Unexpected interpretation of the SECURE Act 10-year inherited IRA drawdown
Replies: 8
Views: 1026

Re: Unexpected interpretation of the SECURE Act 10-year inherited IRA drawdown

Upon further review, this thread will remain locked. Although Publication 590-B is a current IRS document, the intent of this discussion concerns possible revision of IRS regulations. We will unlock the thread when the regulations are published for public comment. Some background information: - IRS...
by LadyGeek
Tue Apr 13, 2021 8:36 am
Forum: US Chapters
Topic: Master Thread for Philadelphia PA Area Bogleheads Chapter
Replies: 198
Views: 81292

Re: Master Thread for Philadelphia PA Area Bogleheads Chapter

^^^ We're still looking for a chapter lead. In the mean time, emails regarding virtual chapter meetings are not being forwarded to the distribution list. Until a volunteer is found, please see this announcement for an upcoming virtual chapter meeting. Subject: Chicago virtual Bogleheads meeting Remi...
by LadyGeek
Tue Apr 13, 2021 8:12 am
Forum: Personal Finance (Not Investing)
Topic: how to deal with it [regret over past investing choices]
Replies: 82
Views: 19215

Re: how to deal with it [regret over past investing choices]

^^^ Here you go: Getting started

The "Asking questions" section of that article explains how to post your portfolio info.
by LadyGeek
Tue Apr 13, 2021 7:11 am
Forum: Personal Finance (Not Investing)
Topic: [Spouse recently passed away. Please help me handle his financial matters]
Replies: 111
Views: 7206

Re: [Spouse recently passed away. Please help me handle his financial matters]

There are so many things I want to respond to but I am super-tired today. Yes, the funeral home notified social security - do they talk to the IRS or do I need to somehow? ... Get some rest. When you're ready, here's the official guidance: Survivors Benefits Call them and make an appointment to vis...
by LadyGeek
Tue Apr 13, 2021 6:40 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 14511
Views: 1114354

Re: U.S. stocks continue to soar!

I removed an off-topic interchange discussing monetary/fiscal policy. As a reminder, see: Non-actionable (Trolling) Topics If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include: US or world economic, political, tax, health care...
by LadyGeek
Tue Apr 13, 2021 6:27 am
Forum: Personal Consumer Issues
Topic: Price of lumber / housing boom
Replies: 7
Views: 1585

Re: Price of lumber / housing boom

I removed an off-topic post and reply regarding economic policy. This thread has run its course and is locked (not actionable). See: Non-actionable (Trolling) Topics If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include: US or ...
by LadyGeek
Mon Apr 12, 2021 9:07 pm
Forum: Investing - Theory, News & General
Topic: What is your age and asset allocation ?
Replies: 595
Views: 55391

Re: What is your age and asset allocation ?

I merged Twiggsapproved's thread into the ongoing discussion. The combined thread is in the Investing - Theory, News & General forum.
by LadyGeek
Mon Apr 12, 2021 5:54 pm
Forum: Personal Finance (Not Investing)
Topic: [Spouse recently passed away. Please help me handle his financial matters]
Replies: 111
Views: 7206

Re: [Spouse recently passed away. Please help me handle his financial matters]

^^^ The funeral home notifies Social Security of the death. The intent is to prevent fraud. Both Vanguard and my local bank already knew of my late husbands death when I notified them. A notification was done when I cremated my late husband's ashes last year. That's how they knew. Bennie needs to vi...
by LadyGeek
Mon Apr 12, 2021 3:24 pm
Forum: Personal Finance (Not Investing)
Topic: [Spouse recently passed away. Please help me handle his financial matters]
Replies: 111
Views: 7206

Re: [Spouse recently passed away. Please help me handle his financial matters]

Just wanted to point out a way back in this thread about reporting your husband as deceased on your tax return. If he died in January of 2021, then he was not dead in 2020 which are the taxes you're filing soon. I don't believe you want to mark him as deceased on that return (but please verify). I ...
by LadyGeek
Mon Apr 12, 2021 3:07 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone had a TurboTax return that included a form 1116 accepted?
Replies: 207
Views: 10655

Re: Has anyone had a TurboTax return that included a form 1116 accepted?

I merged TheGreyingDuke's thread into the ongoing discussion.
by LadyGeek
Mon Apr 12, 2021 1:54 pm
Forum: Personal Finance (Not Investing)
Topic: 2020 Roth Conversion 8606 Question
Replies: 10
Views: 420

Re: 2020 Roth Conversion 8606 Question

This thread is now in the Personal Finance (Not Investing) forum (taxes).
by LadyGeek
Mon Apr 12, 2021 1:53 pm
Forum: Personal Finance (Not Investing)
Topic: Washington State Long Term Care Trust Act - 0.58% payroll tax - $36,500 lifetime maximum benefit
Replies: 160
Views: 12576

Re: Washington State Long Term Care Trust Act - 0.58% payroll tax - $36,500 lifetime maximum benefit

I removed a post and several replies regarding a WA state amendment for long-term care. Speculation about future legislation is prohibited by forum policy, see: Unacceptable Topics Politics and Religion In order to avoid the inevitable frictions that arise from these topics, political or religious ...
by LadyGeek
Mon Apr 12, 2021 1:12 pm
Forum: Personal Finance (Not Investing)
Topic: AGI and mod AGI cut off points
Replies: 6
Views: 544

Re: AGI and mod AGI cut off points

Welcome!

You also need to be aware that the calculation of AGI depends on its definition.

So far, we've collected 10 different definitions in the wiki: Modified Adjusted Gross Income
by LadyGeek
Mon Apr 12, 2021 10:46 am
Forum: Personal Consumer Issues
Topic: So what are you cooking
Replies: 461
Views: 36277

Re: So what are you cooking

^^^ Works for me. In Philadelphia, we call those "hoagies". Boneless pork ribs in the toaster oven. - Slather with barbecue sauce and cover with aluminum foil. - Bake for 1-1/2 hours at 325 deg F. Check the meat temperature when you're done. 145 deg F is the minimum safe temperature, but m...
by LadyGeek
Mon Apr 12, 2021 10:34 am
Forum: Personal Investments
Topic: Mixing Bogle and Ramsey to build my portfolio
Replies: 90
Views: 7828

Re: Mixing Bogle and Ramsey to build my portfolio

I removed an off-topic post. As a reminder, see: General Etiquette
At all times we must conduct ourselves in a respectful manner to other posters. Attacks on individuals, insults, name calling, trolling, baiting or other attempts to sow dissension are not acceptable.
by LadyGeek
Mon Apr 12, 2021 8:03 am
Forum: Non-US Investing
Topic: Transparency of accumulating ETFs - How do I check? [Netherlands]
Replies: 10
Views: 789

Re: Transparency of accumulating ETFs - How do I check?

This thread is now in the Non-US Investing forum (accumulating funds). I also added the OP's home country to the thread title.
by LadyGeek
Mon Apr 12, 2021 7:30 am
Forum: Personal Finance (Not Investing)
Topic: [Spouse recently passed away. Please help me handle his financial matters]
Replies: 111
Views: 7206

Re: [Spouse recently passed away. Please help me handle his financial matters]

I am, however, a very private person and surprised myself with posting on the grieving forum and here at all. From one widow to another, I know what you're going through. Posting here and in the grieving forum is a very good first step. Likewise, I am also a very private person. What helps is that ...
by LadyGeek
Sun Apr 11, 2021 8:34 pm
Forum: Personal Investments
Topic: H1B visa holder with Green card is in process. How should I plan for my retirement
Replies: 20
Views: 1707

Re: H1B visa holder with Green card is in process. How should I plan for my retirement

Welcome! In order to give appropriate advice, it's best to keep all the information in one spot. I merged your 2nd question into the first. May I suggest you post your portfolio information in this thread using the Asking Portfolio Questions format? It will make you think about the "big picture...
by LadyGeek
Sun Apr 11, 2021 5:58 pm
Forum: Personal Finance (Not Investing)
Topic: Theory: The Only Four Situations Justifying Debt
Replies: 103
Views: 7010

Re: Theory: The Only Four Situations Justifying Debt

This thread has run its course and is locked (topic exhausted). See: Locked Topics Moderators or site admins may lock a topic (set it so no more replies may be added) when a violation of posting policy has occurred. Occasionally, even if there are no overt violations of posting policy, a topic (or ...
by LadyGeek
Sun Apr 11, 2021 4:26 pm
Forum: Personal Finance (Not Investing)
Topic: Incorrect Tax Calculation by IRS FreeFile [or Excel1040.com]
Replies: 9
Views: 651

Re: Incorrect Tax Calculation by IRS FreeFile [or Excel1040.com]

^^^ I got it. The OP can change the thread title further by editing the Subject: line in Post #1.
by LadyGeek
Sun Apr 11, 2021 2:01 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Portfolio Watch has a new look
Replies: 98
Views: 7747

Re: Vanguard Portfolio Watch has a new look

I merged PinotGris's thread into the ongoing discussion. The bond discrepancy is on the first page of this thread.
by LadyGeek
Sun Apr 11, 2021 12:42 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 6558
Views: 1450746

Re: What Movie Have You Recently Watched?

The Fifth Element on DVD, PG-13, 1997, Bruce Willis and Milla Jovovich. A cab driver gets involved in the search for a missing weapon. This is a sci-fi comedy. Very entertaining and well produced. A few scenes in the latter part of the movie were hilarious. I liked it.
by LadyGeek
Sun Apr 11, 2021 12:17 pm
Forum: Personal Finance (Not Investing)
Topic: Can I have a employer Traditional 401K and a Roth IRA simultaneously and contribute to both in the same year
Replies: 17
Views: 1593

Re: Can I have a employer Traditional 401K and a Roth IRA simultaneously and contribute to both in the same year

investmax - In order to provide appropriate advice, it's best to keep all the information in one spot. I merged your 2nd thread back into the first. The combined thread is now in the Personal Finance (Not Investing) forum (retirement plans). (Thanks to the member who reported the post and provided a...
by LadyGeek
Sun Apr 11, 2021 10:24 am
Forum: Investing - Theory, News & General
Topic: The First 100k
Replies: 19
Views: 3759

Re: The First 100k

This thread is now in the Investing - Theory, News & General forum (general discussion).
by LadyGeek
Sun Apr 11, 2021 10:10 am
Forum: Personal Consumer Issues
Topic: Planning to travel to New York.
Replies: 18
Views: 1529

Re: Planning to travel to New York.

This thread is now in the Personal Consumer Issues forum (travel).
by LadyGeek
Sun Apr 11, 2021 9:12 am
Forum: Personal Finance (Not Investing)
Topic: [Spouse recently passed away. Please help me handle his financial matters]
Replies: 111
Views: 7206

Re: [Spouse recently passed away. Please help me handle his financial matters]

Bennie - In order to give appropriate advice, it's best to keep all the information in one spot. What's mentioned for one situation is relevant to another. I merged all of your questions into a single thread. Everything is related to your portfolio and legal documents. Just ask whatever question you...
by LadyGeek
Sun Apr 11, 2021 7:28 am
Forum: Investing - Theory, News & General
Topic: Vanguard Portfolio Watch has a new look
Replies: 98
Views: 7747

Re: Vanguard Portfolio Watch has a new look

Yes, they do. And when I select a different account type from the account drop-down box, they reappear.