Bogleheads.org

core4portfolio

I’d also check online quote aggregators. Honestly, it kind of amazes me that insurance agents are still a thing in 2021. There are few tricks which agent knows and iam not. When I add my spouse as new driver to insurance once, my current insurer increased premium by 100% for 10 year old camry and i...

core4portfolio

Amex grocery - 3% always
BOA cash rewards online shopping - 3%
chase rotating category - 5%
costco citi card - 3% on restaurants, 4% on gas stations

if nothing matched better then 2% fidelity visa

core4portfolio

You can allocate like this

70% index
15% ARKK
15% BITCOIN

see if it works out well.. i hold index and ARKK with me. I still dont know much about bitcoin.
since you are CPA, i think your finance knowledge might helping you out...

core4portfolio

I got ESPP shares on 2018 and 2019 while iam a resident in VA state. On 2020, I moved to WA and sold all ESPP shares. I got W2 for 3275 with no tax withheld from VA state. While filing Federal, i included that however I dont know if i need to file VA tax as non resident ?? I reached employer to fix ...

core4portfolio

I think so... I've never dealt with this on a 1099-R, but I've dealt with it for years on 1099-INT. I have a few small banking accounts that pay out less than $10/year in interest, so I never get a 1099-INT for them. But I just enter them manually (one for 2020 was $0.25) and save a year end statem...

core4portfolio

I loaded ARKK only after seeing this in bogleheads.
It was up so much than VOO however on down days.. it will be be down 3X.... so much.
Risk with return....

core4portfolio

I rollover $1.72 from 401k (Massmutual) to rollover over IRA (Fidelity) and 1099-R is not received from Massmutual. I called them and been informed they have no obligation to issue 1099-R since total amount is less than $10. $1.72 is actually a interest deposited late after my initial rollover (Mass...

core4portfolio

Ofcourse its worth it and depends on what you use. I started to do Mocha frappuccino recently using costco selling ready made mocha frap powder by FRAP FREEZE. It was great !!!!!!! i do prepared soup and icecream. Puree came excellent out of all for me. I bought reconditioned one 5 year before with ...

core4portfolio

You should not send a cover letter. Instead, provide an explanation for the changes you are making on the bottom of page 2 of Form 1040-X. You will need to include with your Form 1040-X any revised forms or schedules related to the change(s) you are making. There could be other attachments required...

core4portfolio

Tax help needed !!!!! Team I was looking over 2017 return and found that ESSP sale cost basis were entered wrongly. I entered cost basis instead of adjusted cost basis and i paid $2500 to IRS. Now with adjusted cost basis, 2017 Fed return is showing I get refund about $1500 from IRS. I also filed VA...

core4portfolio

I believe it will be around 2500 (200 per month)

core4portfolio

Whats the secret news that meltdown today's rally suddenly

core4portfolio

You should have bought a High dividend fund (VYM) instead of these stocks.

core4portfolio

easy ways to redeem amazon gift cards in amazon for below list of retailers 1. chipotle gift card 2. tacobell 3. whole foods 4.olive garden 5. dominos 6. papajohns 7. DQ Chill gift card 8. door dash gift cards 9. uber gift card use it in ubereats 10. starbucks gift card 11.kohls The Amazon rules sa...

core4portfolio

easy ways to redeem amazon gift cards in amazon for below list of retailers

1. chipotle gift card
2. tacobell
3. whole foods
4.olive garden
5. dominos
6. papajohns
7. DQ Chill gift card
8. door dash gift cards
9. uber gift card use it in ubereats
10. starbucks gift card
11.kohls

core4portfolio

Take it if you need more money. Otherwise enjoy what you have already. if you want your kids/grand kids to gift them huge money then take job. Money sounds so big it always inclined me to take until health is causing any issue. If you like the job, take it !!!!! Iam little greedy :) Only concern is ...

core4portfolio

Sell 50% and lock the profit and let the others ride.

core4portfolio

As soon i bought it went down

its usual things for me to test how i feel

core4portfolio

VTI = VTSAX however i prefer VTI.

Claim brokerage bonus and deposit in VTI so that you can transfer if needed to another brokerage.
Dont activate the dividend reinvest option instead you do it.

core4portfolio

Spend mostly on Grocery and online shopping.
work desk from costco for 229+ tax is one major spend besides grocery

core4portfolio

+1 VOO dividend showed up today

core4portfolio

Got the free one. I have done 120 trades by selling and adding the positions when market dipped

core4portfolio

You followed the heart. Risk is inevitable every where. Keep a limit on when to come out if you are not making any gains.
As a entrepreneur, now she can easily join back FAANG with that

core4portfolio

When you pay, get signed for any other liability waive form.

core4portfolio

Fidelity says SP 500 is up 14% and mine is 24.75% however I have individual stocks only in taxable at 70% on VOO and 30% in individual stocks allocation. Little unrealistic but not blaming of recovery. When market fell off, i keep adding to maintain the 70% on VOO and 30% on single stocks. I did my ...

core4portfolio

My taxable as follows:
70% on VOO
30% on individual stocks

I did TLH this year and so VTI changed to VOO

core4portfolio

1. Check all other insurance companies 2. See if the coverage range on state limit as well as what type of cars/truck on road if you see a lot of tesla then take 50k as min limit instead of state min 3. see if you need collision/comp based on age of car 4. take safe driving online class to reduce co...

core4portfolio

you can sell one stock and buy another stock on the same day. thats how i do trading long before.
Once you sold, it will be "available to invest" to buy ETF or stocks immediately

core4portfolio

2 years back, I burned once by GBTC and never into that. I invested only 1250 dollars and took 250 loss.

core4portfolio

When complexity doesn't work - choose simplicity.

core4portfolio

Diet pepsi
Diet coke
Diet sprite

I wait for good deal and buy whichever comes.
I like coke than pepsi however i like pepsi max
i drink these soda when i go to any party or i conduct any. Since covid, no coke or pepsi for me

core4portfolio

Check Tello.com , you can also customize based on needs

its $6 per month for 500mb data per month and 100 mins talk with free text
its $5 for 500mb data per month and NO talk

core4portfolio

if your employer is giving Early retirement option then pick that.
Yes - you can retire now. However you might get bored due to less social activity

core4portfolio

surfstar wrote: ↑Wed Mar 27, 2019 2:55 pm Supposedly you need to set up a disconnection of service date - do so towards the end of your billing cycle. Then you will get an email offering you to stay for a 40% discount.

+1
You need to set up your expiration date in future then you will always set it within 24 hours.

core4portfolio

Sorry, I should have been more clear. Have you asked management if an internal transfer can be accommodated? If so, what did they say? Yes. I'm able to interview for internal transfers; its company policy so I dont have to ask management. The interview process for internal transfers is the same as ...

core4portfolio

if changing teams internally works
stay there
else
find another job

No promotion for 6 years is not a big deal however if you dont like team then you should be out.
Dont kill yourselves slowly. Its better to get out.

core4portfolio

For me, they have charged me 6.52 dollars tip waiting for 1 month for my approval and not posted.
when i tried to place second order then it picked up. for a moment , i felt its a double charged
Later realized its a charged so late which is tip of previous order.

So they will catch up in future.

core4portfolio

Prius to sell if you are not in super traffic area. Camry to hold - low mileage - big vehicle and newer car.
Fit for long drives so easily. very reliable. Previous camry owner

core4portfolio

XLK or VGT

core4portfolio

We downgraded to $60 classic. Its really a useful membership we save $36 in milk cost alone as pricey in other grocery stores. it also depends on what you buy however totally worth it. if you think its too much quantity then share with friends. we used to split until i came to this new place. We buy...

core4portfolio

stick with HDHP for one more year and see if the expenses are recurring,
if recurring then change plan

when changing plan, HSA need not to be closed. you can keep it open or move to fidelity HSA for no fees

core4portfolio

Check with them in email with confirmation if OTD price is 23k inclusive of all tax, doc fees etc.
Get the OTD price will tell you real price for you

core4portfolio

I put lump sum, market tanked and did TLH. Market came up and so as my investment.
Now i can do taxloss additionally this year

core4portfolio

Do I qualify if i need to transfer my roll over ira from fidelity to BOA Merrill ?

Also, do i need to maintain the cost basis since its rollover ira ?

core4portfolio

Reached 500k last week as family including HSA, Emergency fund, 401k, roth of both, brokerage of both and 529 for kid. I was rebalancing heavily when market down made it possible seems like.. I kept 50k for buying home but seattle house pricing is just made me to dream.... Being in state WA, where d...

core4portfolio

KlangFool wrote: ↑Thu Aug 27, 2020 2:20 pm A) With my severance pay plus market growth, I reached my FI target last weeK.

B) I am laid off and unemployed.
KlangFool

Congrats on FI, I always find interesting when you respond and tell about how you survived some recessions and bursts.
Do covid finally re made you retired in 2020 ?

core4portfolio

i bought mocha frapp powder for 10 bucks from costco.
A packet created close to 30 or 40 mocha frapp
Followed recipe mentioned and used Vitamix to get close to Mocha frapp of starbucks.
stopped starbucks going in quarantine

core4portfolio

For fidelity baskets, you need to have whole share puchased. For example, if you put 1000 to buy SHOP, NFLX, AMZN,BRK-B AS 25% each then fidelity basket will not buy SHOP and AMZN but buys only NFLX and BRK-B. so no fractional investment in fidelity baskets. M1 does fractional according to your allo...

core4portfolio

It is a grand experiment and may change the way education happens in the future. My guess is that one won't know what one is missing until later. I will also guess that it won't matter. I'll give a random analogy: There are families that stay in one place and their children do not move from a home ...

core4portfolio

hellofax

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