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Mortgage vs Home Equity

Last post by mini1 « Mon Mar 06, 2023 8:37 pm
Posted in Personal Finance (Not Investing)

by mini1 » Mon Mar 06, 2023 8:37 pm » in Personal Finance (Not Investing)

0 Replies

255 Views

Last post by mini1
Mon Mar 06, 2023 8:37 pm
Wash sales involving ISO, ESPP, and RSU shares

Last post by bluesky33 « Sun Mar 05, 2023 4:17 pm
Posted in Personal Finance (Not Investing)

by bluesky33 » Sun Mar 05, 2023 4:17 pm » in Personal Finance (Not Investing)

0 Replies

90 Views

Last post by bluesky33
Sun Mar 05, 2023 4:17 pm
Planning a Casualty Tax Deduction - Good Luck

Last post by BoomerM3 « Sun Mar 05, 2023 2:02 pm
Posted in Personal Finance (Not Investing)

by BoomerM3 » Sun Mar 05, 2023 2:02 pm » in Personal Finance (Not Investing)

0 Replies

157 Views

Last post by BoomerM3
Sun Mar 05, 2023 2:02 pm
Help with Pre 65 Healthcare decision(s)

Last post by karptj « Sat Mar 04, 2023 6:25 pm
Posted in Personal Finance (Not Investing)

by karptj » Sat Mar 04, 2023 6:25 pm » in Personal Finance (Not Investing)

0 Replies

253 Views

Last post by karptj
Sat Mar 04, 2023 6:25 pm
Tax reporting of ISOs that were early exercised and later vested in the same year

Last post by Atrium3636 « Sat Mar 04, 2023 4:49 pm
Posted in Personal Finance (Not Investing)

by Atrium3636 » Sat Mar 04, 2023 4:49 pm » in Personal Finance (Not Investing)

0 Replies

104 Views

Last post by Atrium3636
Sat Mar 04, 2023 4:49 pm
Backup text messages on my android phone

Last post by tc101 « Sat Mar 04, 2023 1:22 pm
Posted in Personal Consumer Issues

by tc101 » Sat Mar 04, 2023 1:22 pm » in Personal Consumer Issues

0 Replies

150 Views

Last post by tc101
Sat Mar 04, 2023 1:22 pm
Best practices for retirement account security?

Last post by texasdiver « Sat Mar 04, 2023 11:19 am
Posted in Investing - Theory, News & General

by texasdiver » Sat Mar 04, 2023 11:19 am » in Investing - Theory, News & General

0 Replies

366 Views

Last post by texasdiver
Sat Mar 04, 2023 11:19 am
Differences between Merrill and BoA Private Banking

Last post by sitout « Sat Mar 04, 2023 10:17 am
Posted in Personal Investments

by sitout » Sat Mar 04, 2023 10:17 am » in Personal Investments

0 Replies

167 Views

Last post by sitout
Sat Mar 04, 2023 10:17 am
CA PTE elective tax payment - am I doing this right?

Last post by bismarck23 « Fri Mar 03, 2023 6:16 pm
Posted in Personal Finance (Not Investing)

by bismarck23 » Fri Mar 03, 2023 6:16 pm » in Personal Finance (Not Investing)

0 Replies

159 Views

Last post by bismarck23
Fri Mar 03, 2023 6:16 pm
ESPP Basis Reporting from Supplement or W-2?

Last post by DesertTortoise « Fri Mar 03, 2023 1:32 am
Posted in Personal Finance (Not Investing)

by DesertTortoise » Fri Mar 03, 2023 1:32 am » in Personal Finance (Not Investing)

0 Replies

158 Views

Last post by DesertTortoise
Fri Mar 03, 2023 1:32 am
Used Car Tax Credit

Last post by Bones212 « Thu Mar 02, 2023 3:17 pm
Posted in Personal Finance (Not Investing)

by Bones212 » Thu Mar 02, 2023 3:17 pm » in Personal Finance (Not Investing)

0 Replies

444 Views

Last post by Bones212
Thu Mar 02, 2023 3:17 pm
Where to form LLC...Where I live or where I do business?

Last post by themadanimator « Wed Mar 01, 2023 2:56 pm
Posted in Personal Finance (Not Investing)

by themadanimator » Wed Mar 01, 2023 2:56 pm » in Personal Finance (Not Investing)

0 Replies

96 Views

Last post by themadanimator
Wed Mar 01, 2023 2:56 pm
Pennsylvania Nonresident W2 "Additional Information Statement"?

Last post by kartoffelpuffer « Mon Feb 27, 2023 4:56 pm
Posted in Personal Finance (Not Investing)

by kartoffelpuffer » Mon Feb 27, 2023 4:56 pm » in Personal Finance (Not Investing)

0 Replies

140 Views

Last post by kartoffelpuffer
Mon Feb 27, 2023 4:56 pm
Portfolio/Plan Review After Marriage in High-Tax State

Last post by creon « Sun Feb 26, 2023 3:20 pm
Posted in Personal Investments

by creon » Sun Feb 26, 2023 3:20 pm » in Personal Investments

0 Replies

172 Views

Last post by creon
Sun Feb 26, 2023 3:20 pm
Common Interest Voting Clarification

Last post by winski58 « Sun Feb 26, 2023 12:21 pm
Posted in Personal Consumer Issues

by winski58 » Sun Feb 26, 2023 12:21 pm » in Personal Consumer Issues

0 Replies

138 Views

Last post by winski58
Sun Feb 26, 2023 12:21 pm
Plug in car seat massagers?

Last post by thefoggycity « Sat Feb 25, 2023 9:51 am
Posted in Personal Consumer Issues

by thefoggycity » Sat Feb 25, 2023 9:51 am » in Personal Consumer Issues

0 Replies

149 Views

Last post by thefoggycity
Sat Feb 25, 2023 9:51 am
Personal Finance Software for USAA members

Last post by mrgeeze « Sat Feb 25, 2023 9:20 am
Posted in Personal Finance (Not Investing)

by mrgeeze » Sat Feb 25, 2023 9:20 am » in Personal Finance (Not Investing)

0 Replies

378 Views

Last post by mrgeeze
Sat Feb 25, 2023 9:20 am
AQR's Asness on Bloomberg 2/23

Last post by matjen « Sat Feb 25, 2023 8:34 am
Posted in Investing - Theory, News & General

by matjen » Sat Feb 25, 2023 8:34 am » in Investing - Theory, News & General

0 Replies

217 Views

Last post by matjen
Sat Feb 25, 2023 8:34 am
Does Cost Segregation make senes for a W2 employee?

Last post by BundyBundy « Fri Feb 24, 2023 4:53 pm
Posted in Personal Finance (Not Investing)

by BundyBundy » Fri Feb 24, 2023 4:53 pm » in Personal Finance (Not Investing)

0 Replies

177 Views

Last post by BundyBundy
Fri Feb 24, 2023 4:53 pm
TurboTax e-file SMLLC CA Form 568

Last post by slalom « Thu Feb 23, 2023 4:01 pm
Posted in Personal Finance (Not Investing)

by slalom » Thu Feb 23, 2023 4:01 pm » in Personal Finance (Not Investing)

0 Replies

128 Views

Last post by slalom
Thu Feb 23, 2023 4:01 pm
Minimizing S Corp W2 comp to Max EmployER i401k / Payroll Calculation check

Last post by SteffanW « Wed Feb 22, 2023 8:39 pm
Posted in Personal Finance (Not Investing)

by SteffanW » Wed Feb 22, 2023 8:39 pm » in Personal Finance (Not Investing)

0 Replies

148 Views

Last post by SteffanW
Wed Feb 22, 2023 8:39 pm
Comparing JPM, Vanguard, and iShares ETFs in a 50/50 portfolio

Last post by Dead Man Walking « Wed Feb 22, 2023 8:16 pm
Posted in Investing - Theory, News & General

by Dead Man Walking » Wed Feb 22, 2023 8:16 pm » in Investing - Theory, News & General

0 Replies

316 Views

Last post by Dead Man Walking
Wed Feb 22, 2023 8:16 pm
Seeking a "universal" total-cost loan calculator for educational purposes

Last post by Bammerman « Wed Feb 22, 2023 3:24 pm
Posted in Personal Finance (Not Investing)

by Bammerman » Wed Feb 22, 2023 3:24 pm » in Personal Finance (Not Investing)

0 Replies

113 Views

Last post by Bammerman
Wed Feb 22, 2023 3:24 pm
No Foreign Tax Credit this year from Harbor International Fund

Last post by Electron « Wed Feb 22, 2023 12:55 pm
Posted in Personal Finance (Not Investing)

by Electron » Wed Feb 22, 2023 12:55 pm » in Personal Finance (Not Investing)

0 Replies

549 Views

Last post by Electron
Wed Feb 22, 2023 12:55 pm
Direct Indexing: Best World Stock index to replicate?

Last post by ploz « Wed Feb 22, 2023 2:29 am
Posted in Personal Investments

by ploz » Wed Feb 22, 2023 2:29 am » in Personal Investments

0 Replies

198 Views

Last post by ploz
Wed Feb 22, 2023 2:29 am
Backdoor Roth Multiple States (MA and PA)

Last post by radmd35 « Mon Feb 20, 2023 2:21 pm
Posted in Personal Finance (Not Investing)

by radmd35 » Mon Feb 20, 2023 2:21 pm » in Personal Finance (Not Investing)

0 Replies

113 Views

Last post by radmd35
Mon Feb 20, 2023 2:21 pm
When and how to catch up on FPIC?

Last post by ObiQuiet « Mon Feb 20, 2023 2:06 pm
Posted in Personal Finance (Not Investing)

by ObiQuiet » Mon Feb 20, 2023 2:06 pm » in Personal Finance (Not Investing)

0 Replies

124 Views

Last post by ObiQuiet
Mon Feb 20, 2023 2:06 pm
TYA ETF taxation

Last post by BF3000 « Sun Feb 19, 2023 6:27 pm
Posted in Personal Investments

by BF3000 » Sun Feb 19, 2023 6:27 pm » in Personal Investments

0 Replies

210 Views

Last post by BF3000
Sun Feb 19, 2023 6:27 pm
ChatGPT vs GPT playground for spreadsheet formulas

Last post by Kevin M « Sun Feb 19, 2023 2:14 pm
Posted in Personal Finance (Not Investing)

by Kevin M » Sun Feb 19, 2023 2:14 pm » in Personal Finance (Not Investing)

0 Replies

324 Views

Last post by Kevin M
Sun Feb 19, 2023 2:14 pm
Online Payment vendors

Last post by clemrick « Sun Feb 19, 2023 1:03 pm
Posted in Personal Consumer Issues

by clemrick » Sun Feb 19, 2023 1:03 pm » in Personal Consumer Issues

0 Replies

158 Views

Last post by clemrick
Sun Feb 19, 2023 1:03 pm
Issue with Marriott Bonvoy - retaining old customer data

Last post by vveat « Sun Feb 19, 2023 12:55 pm
Posted in Personal Consumer Issues

by vveat » Sun Feb 19, 2023 12:55 pm » in Personal Consumer Issues

0 Replies

332 Views

Last post by vveat
Sun Feb 19, 2023 12:55 pm
Oath law

Last post by Catdad5 « Thu Feb 16, 2023 11:32 am
Posted in Personal Finance (Not Investing)

by Catdad5 » Thu Feb 16, 2023 11:32 am » in Personal Finance (Not Investing)

0 Replies

348 Views

Last post by Catdad5
Thu Feb 16, 2023 11:32 am
Last Day for Marcus (Goldman Sachs) Bank High Yield Savings Bonuses

Last post by squint5 « Wed Feb 15, 2023 4:57 pm
Posted in Personal Finance (Not Investing)

by squint5 » Wed Feb 15, 2023 4:57 pm » in Personal Finance (Not Investing)

0 Replies

364 Views

Last post by squint5
Wed Feb 15, 2023 4:57 pm
Deleted

Last post by student « Wed Feb 15, 2023 10:11 am
Posted in Personal Finance (Not Investing)

by student » Wed Feb 15, 2023 10:11 am » in Personal Finance (Not Investing)

0 Replies

210 Views

Last post by student
Wed Feb 15, 2023 10:11 am
Taxact 1099 import from institution/csv both not working

Last post by throwawaynrt « Mon Feb 13, 2023 4:48 pm
Posted in Personal Finance (Not Investing)

by throwawaynrt » Mon Feb 13, 2023 4:48 pm » in Personal Finance (Not Investing)

0 Replies

209 Views

Last post by throwawaynrt
Mon Feb 13, 2023 4:48 pm
H & R Block software glitch on inherited IRA QCD

Last post by medwick « Sun Feb 12, 2023 12:45 pm
Posted in Personal Finance (Not Investing)

by medwick » Sun Feb 12, 2023 12:45 pm » in Personal Finance (Not Investing)

0 Replies

130 Views

Last post by medwick
Sun Feb 12, 2023 12:45 pm
Momentum Tours

Last post by drzzzzz « Sun Feb 12, 2023 11:43 am
Posted in Personal Consumer Issues

by drzzzzz » Sun Feb 12, 2023 11:43 am » in Personal Consumer Issues

0 Replies

168 Views

Last post by drzzzzz
Sun Feb 12, 2023 11:43 am
Meeting up in East Bay (San Ramon / Dublin) area?

Last post by GoRoth123 « Sat Feb 11, 2023 1:12 pm
Posted in US Chapters

by GoRoth123 » Sat Feb 11, 2023 1:12 pm » in US Chapters

0 Replies

199 Views

Last post by GoRoth123
Sat Feb 11, 2023 1:12 pm
Medicare General Enrollment Period (and other) Timeframe Changes

Last post by tallguy3891 « Fri Feb 10, 2023 10:30 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Fri Feb 10, 2023 10:30 pm » in Personal Finance (Not Investing)

0 Replies

226 Views

Last post by tallguy3891
Fri Feb 10, 2023 10:30 pm
Burton Malkiel Interview on Wealthtrack

Last post by swansong « Fri Feb 10, 2023 8:55 pm
Posted in Personal Investments

by swansong » Fri Feb 10, 2023 8:55 pm » in Personal Investments

0 Replies

480 Views

Last post by swansong
Fri Feb 10, 2023 8:55 pm
Morningstar stock style box emulator

Last post by jocdoc « Fri Feb 10, 2023 1:20 pm
Posted in Investing - Theory, News & General

by jocdoc » Fri Feb 10, 2023 1:20 pm » in Investing - Theory, News & General

0 Replies

155 Views

Last post by jocdoc
Fri Feb 10, 2023 1:20 pm
Best IBKR offers in 2023

Last post by jackal « Thu Feb 09, 2023 4:40 pm
Posted in Personal Finance (Not Investing)

by jackal » Thu Feb 09, 2023 4:40 pm » in Personal Finance (Not Investing)

0 Replies

186 Views

Last post by jackal
Thu Feb 09, 2023 4:40 pm
help with legal doubts regarding starting out a small business

Last post by geshiro « Wed Feb 08, 2023 1:49 pm
Posted in Personal Finance (Not Investing)

by geshiro » Wed Feb 08, 2023 1:49 pm » in Personal Finance (Not Investing)

0 Replies

175 Views

Last post by geshiro
Wed Feb 08, 2023 1:49 pm
[How do I correct my Form 1116 Foreign Tax Credit tax returns?]

Last post by SuffFI « Tue Feb 07, 2023 6:37 pm
Posted in Personal Finance (Not Investing)

by SuffFI » Tue Feb 07, 2023 6:37 pm » in Personal Finance (Not Investing)

0 Replies

153 Views

Last post by SuffFI
Tue Feb 07, 2023 6:37 pm
HomeStory

Last post by SpongeMonkey « Tue Feb 07, 2023 2:38 am
Posted in Personal Finance (Not Investing)

by SpongeMonkey » Tue Feb 07, 2023 2:38 am » in Personal Finance (Not Investing)

0 Replies

166 Views

Last post by SpongeMonkey
Tue Feb 07, 2023 2:38 am
Vanguard SEP IRA Question

Last post by fortyfour « Mon Feb 06, 2023 7:30 pm
Posted in Personal Investments

by fortyfour » Mon Feb 06, 2023 7:30 pm » in Personal Investments

0 Replies

113 Views

Last post by fortyfour
Mon Feb 06, 2023 7:30 pm
Washington Medical Leave and IRS

Last post by KRW « Mon Feb 06, 2023 10:24 am
Posted in Personal Finance (Not Investing)

by KRW » Mon Feb 06, 2023 10:24 am » in Personal Finance (Not Investing)

0 Replies

139 Views

Last post by KRW
Mon Feb 06, 2023 10:24 am
LTCi - short & fat vs long & thin

Last post by rustwood « Mon Feb 06, 2023 7:35 am
Posted in Personal Finance (Not Investing)

by rustwood » Mon Feb 06, 2023 7:35 am » in Personal Finance (Not Investing)

0 Replies

195 Views

Last post by rustwood
Mon Feb 06, 2023 7:35 am
landlord vs homeowner for Inflation Reduction Act clean energy benefits

Last post by SUP « Sun Feb 05, 2023 6:27 pm
Posted in Personal Finance (Not Investing)

by SUP » Sun Feb 05, 2023 6:27 pm » in Personal Finance (Not Investing)

0 Replies

272 Views

Last post by SUP
Sun Feb 05, 2023 6:27 pm
FYI -- Nice shoutout to Bh in Kiplinger's PFM

Last post by GettingComfortable « Sun Feb 05, 2023 8:35 am
Posted in Personal Finance (Not Investing)

by GettingComfortable » Sun Feb 05, 2023 8:35 am » in Personal Finance (Not Investing)

0 Replies

272 Views

Last post by GettingComfortable
Sun Feb 05, 2023 8:35 am

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