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Which professional in what order? (CFP, Accountant, Tax Attorney, Estate Planner, etc)

Last post by Lee_WSP « Wed Jun 07, 2023 4:23 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by WoodSprite » Tue Jun 06, 2023 2:05 pm » in Personal Finance (Not Investing)

4 Replies

474 Views

Last post by Lee_WSP
Wed Jun 07, 2023 4:23 pm
Need help on TIAA and Cref

Last post by ResearchMed « Wed Jun 07, 2023 4:22 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by Bennie » Tue Jun 06, 2023 10:55 pm » in Personal Finance (Not Investing)

20 Replies

1186 Views

Last post by ResearchMed
Wed Jun 07, 2023 4:22 pm
Ramit Sethi on the usefulness of advisors

Last post by hnd « Wed Jun 07, 2023 4:21 pm
Posted in Investing - Theory, News & General
Replies: 7
by hnd » Wed Jun 07, 2023 9:58 am » in Investing - Theory, News & General

7 Replies

521 Views

Last post by hnd
Wed Jun 07, 2023 4:21 pm
Forgot every security question for Treasury Direct

Last post by Pinotage « Wed Jun 07, 2023 4:21 pm
Posted in Personal Investments
Replies: 41
by j0ule » Sun Apr 24, 2022 2:24 pm » in Personal Investments

41 Replies

6999 Views

Last post by Pinotage
Wed Jun 07, 2023 4:21 pm
my understanding is that tilting to small caps adds diversification and tilting to value reduces diversification?

Last post by muffins14 « Wed Jun 07, 2023 4:20 pm
Posted in Investing - Theory, News & General
Replies: 36
by linate » Wed Jun 07, 2023 9:54 am » in Investing - Theory, News & General

36 Replies

1230 Views

Last post by muffins14
Wed Jun 07, 2023 4:20 pm
Retirement planner for a neighbor

Last post by williamtm3 « Wed Jun 07, 2023 4:18 pm
Posted in Personal Investments
Replies: 7
by williamtm3 » Wed Jun 07, 2023 12:20 pm » in Personal Investments

7 Replies

522 Views

Last post by williamtm3
Wed Jun 07, 2023 4:18 pm
AVUV - difficult to hold

Last post by isaachemingway « Wed Jun 07, 2023 4:16 pm
Posted in Personal Investments
Replies: 180
by Yesterdaysnews » Fri Apr 21, 2023 1:06 pm » in Personal Investments
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180 Replies

13284 Views

Last post by isaachemingway
Wed Jun 07, 2023 4:16 pm
SCHD Poor Performance

Last post by Yarlonkol12 « Wed Jun 07, 2023 4:15 pm
Posted in Investing - Theory, News & General
Replies: 41
by POINT3R » Fri Jun 02, 2023 6:55 pm » in Investing - Theory, News & General

41 Replies

4450 Views

Last post by Yarlonkol12
Wed Jun 07, 2023 4:15 pm
International bond returns

Last post by Beensabu « Wed Jun 07, 2023 4:14 pm
Posted in Investing - Theory, News & General
Replies: 1
by konik » Wed May 24, 2023 10:00 am » in Investing - Theory, News & General

1 Replies

241 Views

Last post by Beensabu
Wed Jun 07, 2023 4:14 pm
Printers in 2023?

Last post by newbh933 « Wed Jun 07, 2023 4:13 pm
Posted in Personal Consumer Issues
Replies: 20
by LaurenRose » Wed Jun 07, 2023 12:30 pm » in Personal Consumer Issues

20 Replies

727 Views

Last post by newbh933
Wed Jun 07, 2023 4:13 pm
The Consideration of Cash/Liquid Assets in Overall Portfolio Management

Last post by 1moreyr « Wed Jun 07, 2023 4:13 pm
Posted in Personal Investments
Replies: 12
by Eda44 » Wed Jun 07, 2023 2:23 pm » in Personal Investments

12 Replies

352 Views

Last post by 1moreyr
Wed Jun 07, 2023 4:13 pm
Can I afford this home?

Last post by delamer « Wed Jun 07, 2023 4:10 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by jayk238 » Wed Jun 07, 2023 11:25 am » in Personal Finance (Not Investing)

13 Replies

696 Views

Last post by delamer
Wed Jun 07, 2023 4:10 pm
$2.3M in mortgage/business/student loans. How should I allocate extra funds? A rental property?

Last post by CalculatedRisk « Wed Jun 07, 2023 4:08 pm
Posted in Personal Investments
Replies: 9
by CalculatedRisk » Wed Jun 07, 2023 2:12 pm » in Personal Investments

9 Replies

508 Views

Last post by CalculatedRisk
Wed Jun 07, 2023 4:08 pm
AQR warning: time to rotate to International?

Last post by steve321 « Wed Jun 07, 2023 4:07 pm
Posted in Investing - Theory, News & General
Replies: 35
by steve321 » Sun Jun 04, 2023 8:37 am » in Investing - Theory, News & General

35 Replies

2829 Views

Last post by steve321
Wed Jun 07, 2023 4:07 pm
BogleGPT

Last post by nisiprius « Wed Jun 07, 2023 4:07 pm
Posted in Investing - Theory, News & General
Replies: 26
by Sleepless » Mon Jun 05, 2023 10:58 pm » in Investing - Theory, News & General

26 Replies

2426 Views

Last post by nisiprius
Wed Jun 07, 2023 4:07 pm
[Using PayPal to pay bills and earn 5% on credit cards]

Last post by Lyrrad « Wed Jun 07, 2023 4:07 pm
Posted in Personal Finance (Not Investing)
Replies: 455
by jeffyscott » Mon Dec 13, 2021 7:06 am » in Personal Finance (Not Investing)
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455 Replies

54078 Views

Last post by Lyrrad
Wed Jun 07, 2023 4:07 pm
Social Security planning

Last post by Raycpact « Wed Jun 07, 2023 4:06 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by dms1170 » Sat Jun 03, 2023 7:38 pm » in Personal Finance (Not Investing)

24 Replies

2158 Views

Last post by Raycpact
Wed Jun 07, 2023 4:06 pm
In-Laws financial advisor charges 1.0% on AUM. Say something?

Last post by GaryA505 « Wed Jun 07, 2023 4:06 pm
Posted in Personal Investments
Replies: 116
by Glockenspiel » Tue Jun 06, 2023 9:01 am » in Personal Investments
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116 Replies

6388 Views

Last post by GaryA505
Wed Jun 07, 2023 4:06 pm
Is the S&P 500 still diversified?

Last post by David Jay « Wed Jun 07, 2023 4:02 pm
Posted in Investing - Theory, News & General
Replies: 118
by stocknoob4111 » Sat Jun 03, 2023 7:24 pm » in Investing - Theory, News & General
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118 Replies

6990 Views

Last post by David Jay
Wed Jun 07, 2023 4:02 pm
House or wait forever

Last post by tashnewbie « Wed Jun 07, 2023 4:02 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by phi007 » Wed Jun 07, 2023 9:53 am » in Personal Finance (Not Investing)

12 Replies

1027 Views

Last post by tashnewbie
Wed Jun 07, 2023 4:02 pm
Will I be disappointed with counterdepth refrigerator?

Last post by chromexcel « Wed Jun 07, 2023 4:00 pm
Posted in Personal Consumer Issues
Replies: 34
by choral54 » Tue Jun 06, 2023 10:16 pm » in Personal Consumer Issues

34 Replies

2292 Views

Last post by chromexcel
Wed Jun 07, 2023 4:00 pm
Only maxing out HSA + 401(k) match going forward?

Last post by lakpr « Wed Jun 07, 2023 3:56 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by TarHeel2002 » Mon Jun 05, 2023 10:17 am » in Personal Finance (Not Investing)

22 Replies

1980 Views

Last post by lakpr
Wed Jun 07, 2023 3:56 pm
Heads up - public.com says they've flubbed their 1099's [made a mistake]

Last post by nalor511 « Wed Jun 07, 2023 3:53 pm
Posted in Personal Finance (Not Investing)
Replies: 96
by robertvax » Thu Feb 23, 2023 6:03 pm » in Personal Finance (Not Investing)
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96 Replies

8034 Views

Last post by nalor511
Wed Jun 07, 2023 3:53 pm
Baby on the way... Ideas for financial planning?

Last post by NashTransplant « Wed Jun 07, 2023 3:53 pm
Posted in Personal Investments
Replies: 20
by vanuber » Wed Jun 07, 2023 8:53 am » in Personal Investments

20 Replies

924 Views

Last post by NashTransplant
Wed Jun 07, 2023 3:53 pm
Best cheap smartphone (phone + provider)

Last post by chinchin « Wed Jun 07, 2023 3:50 pm
Posted in Personal Consumer Issues
Replies: 15
by miamivice » Sun Jun 04, 2023 7:22 pm » in Personal Consumer Issues

15 Replies

1529 Views

Last post by chinchin
Wed Jun 07, 2023 3:50 pm
New or used car in today's market?

Last post by RobLyons « Wed Jun 07, 2023 3:49 pm
Posted in Personal Consumer Issues
Replies: 68
by Bikes4life » Mon Jun 05, 2023 8:44 pm » in Personal Consumer Issues
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68 Replies

3911 Views

Last post by RobLyons
Wed Jun 07, 2023 3:49 pm
Before Bogle: How much could the ordinary investor have got?

Last post by psteinx « Wed Jun 07, 2023 3:49 pm
Posted in Investing - Theory, News & General
Replies: 43
by McQ » Mon Jun 05, 2023 10:50 pm » in Investing - Theory, News & General

43 Replies

3391 Views

Last post by psteinx
Wed Jun 07, 2023 3:49 pm
Bond Fund Choices - AA vs A Credit Rating

Last post by retiredjg « Wed Jun 07, 2023 3:49 pm
Posted in Personal Investments
Replies: 1
by c_is_for_cow » Wed Jun 07, 2023 3:17 pm » in Personal Investments

1 Replies

70 Views

Last post by retiredjg
Wed Jun 07, 2023 3:49 pm
Cleaning Hard Surface Flooring?

Last post by mhalley « Wed Jun 07, 2023 3:47 pm
Posted in Personal Consumer Issues
Replies: 7
by LaurenRose » Wed Jun 07, 2023 12:28 pm » in Personal Consumer Issues

7 Replies

300 Views

Last post by mhalley
Wed Jun 07, 2023 3:47 pm
Ford EVs (and other EVs?) switching to Tesla chargers

Last post by harikaried « Wed Jun 07, 2023 3:45 pm
Posted in Personal Consumer Issues
Replies: 36
by harikaried » Thu May 25, 2023 6:04 pm » in Personal Consumer Issues

36 Replies

4973 Views

Last post by harikaried
Wed Jun 07, 2023 3:45 pm
Anyone using Koyfin? The Jr Bloomberg Terminal? (Love it!)

Last post by S_Husky_Hoskulds « Wed Jun 07, 2023 3:44 pm
Posted in Investing - Theory, News & General
Replies: 7
by S_Husky_Hoskulds » Tue Jun 06, 2023 2:58 pm » in Investing - Theory, News & General

7 Replies

875 Views

Last post by S_Husky_Hoskulds
Wed Jun 07, 2023 3:44 pm
3.5% Equity Risk Premium

Last post by ckangas « Wed Jun 07, 2023 3:41 pm
Posted in Investing - Theory, News & General
Replies: 113
by watchnerd » Fri Mar 31, 2023 4:22 pm » in Investing - Theory, News & General
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113 Replies

7317 Views

Last post by ckangas
Wed Jun 07, 2023 3:41 pm
Fidelity Freedom Index fund

Last post by arcticpineapplecorp. « Wed Jun 07, 2023 3:37 pm
Posted in Personal Investments
Replies: 25
by johnkgan » Sat Jun 03, 2023 7:21 pm » in Personal Investments

25 Replies

1907 Views

Last post by arcticpineapplecorp.
Wed Jun 07, 2023 3:37 pm
ETF equivalent to money market funds like SPAXX\VRMXX?

Last post by DaveTH « Wed Jun 07, 2023 3:34 pm
Posted in Personal Investments
Replies: 18
by ronin561 » Wed Jun 07, 2023 4:06 am » in Personal Investments

18 Replies

1016 Views

Last post by DaveTH
Wed Jun 07, 2023 3:34 pm
Removing wallpaper strip under paint?

Last post by adamthesmythe « Wed Jun 07, 2023 3:33 pm
Posted in Personal Consumer Issues
Replies: 11
by psteinx » Wed Jun 07, 2023 10:55 am » in Personal Consumer Issues

11 Replies

384 Views

Last post by adamthesmythe
Wed Jun 07, 2023 3:33 pm
"Should couples combine finances or keep personal accounts?"

Last post by JayDee37 « Wed Jun 07, 2023 3:32 pm
Posted in Personal Finance (Not Investing)
Replies: 177
by Taylor Larimore » Mon May 29, 2023 7:19 pm » in Personal Finance (Not Investing)
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177 Replies

15876 Views

Last post by JayDee37
Wed Jun 07, 2023 3:32 pm
Solo 401k confusion

Last post by vivienw « Wed Jun 07, 2023 3:28 pm
Posted in Personal Investments
Replies: 5
by vivienw » Wed Jun 07, 2023 2:50 pm » in Personal Investments

5 Replies

189 Views

Last post by vivienw
Wed Jun 07, 2023 3:28 pm
Using 529 instead of yearly Backdoor Roth

Last post by calmaniac « Wed Jun 07, 2023 3:24 pm
Posted in Personal Investments
Replies: 5
by arnik83 » Wed Jun 07, 2023 10:59 am » in Personal Investments

5 Replies

393 Views

Last post by calmaniac
Wed Jun 07, 2023 3:24 pm
Last Week Tonight on timeshares

Last post by gtrplayer « Wed Jun 07, 2023 3:23 pm
Posted in Personal Consumer Issues
Replies: 120
by themesrob » Tue Mar 21, 2023 9:27 am » in Personal Consumer Issues
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120 Replies

13430 Views

Last post by gtrplayer
Wed Jun 07, 2023 3:23 pm
What is the real difference of an Index Fund vs an ETF in a taxable account ?

Last post by wellboy99 « Wed Jun 07, 2023 3:22 pm
Posted in Investing - Theory, News & General
Replies: 13
by Kumsajack » Wed Jun 07, 2023 1:07 pm » in Investing - Theory, News & General

13 Replies

596 Views

Last post by wellboy99
Wed Jun 07, 2023 3:22 pm
Anywhere to buy New Toyotas below MSRP?

Last post by Wanderingwheelz « Wed Jun 07, 2023 3:21 pm
Posted in Personal Consumer Issues
Replies: 11
by Parkinglotracer » Wed Jun 07, 2023 8:28 am » in Personal Consumer Issues

11 Replies

1094 Views

Last post by Wanderingwheelz
Wed Jun 07, 2023 3:21 pm
Benefits/Drawbacks of Tax Loss Harvesting Long- vs Short-Term Losses?

Last post by JayDee37 « Wed Jun 07, 2023 3:21 pm
Posted in Investing - Theory, News & General
Replies: 19
by JayDee37 » Tue Jun 06, 2023 1:43 pm » in Investing - Theory, News & General

19 Replies

1095 Views

Last post by JayDee37
Wed Jun 07, 2023 3:21 pm
IBKR blocked in Colombia

Last post by pertheri « Wed Jun 07, 2023 3:20 pm
Posted in Non-US Investing
Replies: 5
by SharpNine » Tue May 16, 2023 12:02 pm » in Non-US Investing

5 Replies

1310 Views

Last post by pertheri
Wed Jun 07, 2023 3:20 pm
[What TV Show Have You Recently Watched?]

Last post by heartwood « Wed Jun 07, 2023 3:16 pm
Posted in Personal Consumer Issues
Replies: 4954
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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4954 Replies

493614 Views

Last post by heartwood
Wed Jun 07, 2023 3:16 pm
Transporting a UPS on an airplane

Last post by retiringwhen « Wed Jun 07, 2023 3:15 pm
Posted in Personal Consumer Issues
Replies: 50
by gavinsiu » Mon Jun 05, 2023 9:25 am » in Personal Consumer Issues
1

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50 Replies

2809 Views

Last post by retiringwhen
Wed Jun 07, 2023 3:15 pm
Chrome browswer update (zero day security issues)

Last post by anon_investor « Wed Jun 07, 2023 3:12 pm
Posted in Personal Consumer Issues
Replies: 3
by Nestegg_User » Wed Jun 07, 2023 2:40 pm » in Personal Consumer Issues

3 Replies

201 Views

Last post by anon_investor
Wed Jun 07, 2023 3:12 pm
Heirs should or shouldn't pay off mortgage before selling house

Last post by Jack FFR1846 « Wed Jun 07, 2023 3:12 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by stuper1 » Tue Jun 06, 2023 7:46 pm » in Personal Finance (Not Investing)

20 Replies

1623 Views

Last post by Jack FFR1846
Wed Jun 07, 2023 3:12 pm
UPDATE: High-level early retirement plan - What do y'all think?

Last post by vrr106 « Wed Jun 07, 2023 3:05 pm
Posted in Personal Investments
Replies: 14
by Grifin » Mon Jun 05, 2023 7:38 pm » in Personal Investments

14 Replies

2467 Views

Last post by vrr106
Wed Jun 07, 2023 3:05 pm
Air quality issues

Last post by MrBobcat « Wed Jun 07, 2023 3:00 pm
Posted in Personal Consumer Issues
Replies: 19
by student » Wed Jun 07, 2023 8:22 am » in Personal Consumer Issues

19 Replies

1115 Views

Last post by MrBobcat
Wed Jun 07, 2023 3:00 pm
Coffee bean suggestions?

Last post by heartwood « Wed Jun 07, 2023 2:58 pm
Posted in Personal Consumer Issues
Replies: 42
by MrWasabi65 » Tue Jun 06, 2023 9:49 am » in Personal Consumer Issues

42 Replies

1766 Views

Last post by heartwood
Wed Jun 07, 2023 2:58 pm

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