Personal Finance (Not Investing)

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Personal Finance Forum Posting Guidelines

Last post by Alex Frakt « Sun Mar 04, 2007 9:56 am

by Alex Frakt » Sun Mar 04, 2007 9:56 am

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Last post by Alex Frakt
Sun Mar 04, 2007 9:56 am

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Be Wary of Whole Life threads

Last post by flgatorray « Fri Apr 13, 2012 6:37 pm
Replies: 101
by Alex Frakt » Wed Jun 30, 2010 12:38 pm
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101 Replies

305307 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
What does Schwab do better than Fidelity?

Last post by student « Tue Mar 28, 2023 7:20 pm
Replies: 71
by FromAto401k » Sat Mar 25, 2023 10:05 am
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5852 Views

Last post by student
Tue Mar 28, 2023 7:20 pm
Fidelity as a one stop shop

Last post by MrJedi « Tue Mar 28, 2023 7:15 pm
Replies: 4090
by BogleMelon » Sat Dec 15, 2018 8:33 pm
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Last post by MrJedi
Tue Mar 28, 2023 7:15 pm
Universal Life Policy. Seeking advice - keep or surrender?

Last post by David Jay « Tue Mar 28, 2023 7:13 pm
Replies: 4
by Psu4lif » Tue Mar 28, 2023 5:57 pm

4 Replies

230 Views

Last post by David Jay
Tue Mar 28, 2023 7:13 pm
Pay off house?

Last post by invest4 « Tue Mar 28, 2023 7:12 pm
Replies: 7
by spectrelg » Tue Mar 28, 2023 5:26 pm

7 Replies

500 Views

Last post by invest4
Tue Mar 28, 2023 7:12 pm
Robo-advisor triggered LTCG

Last post by arcticpineapplecorp. « Tue Mar 28, 2023 7:11 pm
Replies: 6
by Mr Buddy » Tue Mar 28, 2023 4:20 pm

6 Replies

438 Views

Last post by arcticpineapplecorp.
Tue Mar 28, 2023 7:11 pm
Best joint "checking" account these days?

Last post by jco « Tue Mar 28, 2023 7:04 pm
Replies: 11
by manlymatt83 » Mon Mar 27, 2023 1:15 pm

11 Replies

1154 Views

Last post by jco
Tue Mar 28, 2023 7:04 pm
Personal loan from U.S. to India

Last post by KlangFool « Tue Mar 28, 2023 6:55 pm
Replies: 14
by lobsterman2112 » Tue Mar 28, 2023 8:11 am

14 Replies

930 Views

Last post by KlangFool
Tue Mar 28, 2023 6:55 pm
Getting Married

Last post by avginvestor « Tue Mar 28, 2023 6:52 pm
Replies: 21
by ceej » Tue Mar 28, 2023 2:57 pm

21 Replies

1294 Views

Last post by avginvestor
Tue Mar 28, 2023 6:52 pm
Numbers right for RSUs in TurboTax?

Last post by lstone19 « Tue Mar 28, 2023 6:23 pm
Replies: 24
by schrute » Sun Feb 26, 2023 1:28 pm

24 Replies

1956 Views

Last post by lstone19
Tue Mar 28, 2023 6:23 pm
Form 8615 H&R Error

Last post by Former Usher « Tue Mar 28, 2023 6:17 pm
Replies: 15
by Soaky » Sat Feb 25, 2023 5:36 pm

15 Replies

1226 Views

Last post by Former Usher
Tue Mar 28, 2023 6:17 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by SFMarc « Tue Mar 28, 2023 6:09 pm
Replies: 4973
by navyitaly » Sun Nov 02, 2014 2:59 am
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Last post by SFMarc
Tue Mar 28, 2023 6:09 pm
Adult kid filing taxes for first time - 1099T doubt

Last post by lstone19 « Tue Mar 28, 2023 5:49 pm
Replies: 18
by rm » Mon Mar 27, 2023 8:31 am

18 Replies

1416 Views

Last post by lstone19
Tue Mar 28, 2023 5:49 pm
IRS, Estimated taxes and Capital Gains

Last post by boomer_techie « Tue Mar 28, 2023 5:44 pm
Replies: 18
by goshenBogle » Tue Mar 28, 2023 6:34 am

18 Replies

1028 Views

Last post by boomer_techie
Tue Mar 28, 2023 5:44 pm
Partial wash sale

Last post by rkhusky « Tue Mar 28, 2023 5:34 pm
Replies: 3
by samsi » Tue Mar 28, 2023 3:20 pm

3 Replies

164 Views

Last post by rkhusky
Tue Mar 28, 2023 5:34 pm
Calculating additional withholding - what method do you use?

Last post by fyre4ce « Tue Mar 28, 2023 5:18 pm
Replies: 3
by vrr106 » Tue Mar 28, 2023 2:52 pm

3 Replies

228 Views

Last post by fyre4ce
Tue Mar 28, 2023 5:18 pm
migrating out of tax sheltered accounts?

Last post by JDCarpenter « Tue Mar 28, 2023 5:08 pm
Replies: 3
by prk » Tue Mar 28, 2023 8:43 am

3 Replies

339 Views

Last post by JDCarpenter
Tue Mar 28, 2023 5:08 pm
What's Your Credit Card Rewards Strategy?

Last post by Jags4186 « Tue Mar 28, 2023 5:05 pm
Replies: 6323
by guitarguy » Wed May 25, 2016 10:15 am
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Last post by Jags4186
Tue Mar 28, 2023 5:05 pm
1065-X and Form 8986 question

Last post by EdNorton « Tue Mar 28, 2023 4:54 pm
Replies: 1
by dt123 » Tue Mar 28, 2023 2:46 pm

1 Replies

101 Views

Last post by EdNorton
Tue Mar 28, 2023 4:54 pm
TurboTax Backdoor Roth IRA Issue

Last post by HeelaMonster « Tue Mar 28, 2023 4:33 pm
Replies: 24
by Naris » Mon Mar 27, 2023 7:57 pm

24 Replies

1316 Views

Last post by HeelaMonster
Tue Mar 28, 2023 4:33 pm
Paper vs. E-filing of tax returns

Last post by jebmke « Tue Mar 28, 2023 4:11 pm
Replies: 134
by AAA » Tue Feb 15, 2022 1:24 pm
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134 Replies

11513 Views

Last post by jebmke
Tue Mar 28, 2023 4:11 pm
How to compare lump sum payment vs interest free loan?

Last post by Tom_T « Tue Mar 28, 2023 4:08 pm
Replies: 4
by midwest_bound » Tue Mar 28, 2023 3:18 pm

4 Replies

197 Views

Last post by Tom_T
Tue Mar 28, 2023 4:08 pm
Modest Home Loan Mortgage - Banks - Credit Unions - Mortgage Brokers

Last post by dassea « Tue Mar 28, 2023 4:00 pm
Replies: 6
by eager to learn » Mon Mar 27, 2023 7:56 pm

6 Replies

460 Views

Last post by dassea
Tue Mar 28, 2023 4:00 pm
Is available 401k in work without participating a limitation for Traditional IRA?

Last post by Lana2016 « Tue Mar 28, 2023 3:49 pm
Replies: 11
by Lana2016 » Mon Mar 27, 2023 10:47 am

11 Replies

491 Views

Last post by Lana2016
Tue Mar 28, 2023 3:49 pm
NYS refund applied to estimated wrong amount shown

Last post by NYLD « Tue Mar 28, 2023 3:45 pm
Replies: 1
by dan916 » Tue Mar 28, 2023 11:32 am

1 Replies

140 Views

Last post by NYLD
Tue Mar 28, 2023 3:45 pm
At the risk of provoking ire, could this be the 1% case? [Life insurance]

Last post by zie « Tue Mar 28, 2023 3:37 pm
Replies: 66
by VanguardInvestor1972 » Sun Mar 19, 2023 5:51 pm
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5547 Views

Last post by zie
Tue Mar 28, 2023 3:37 pm
Which is safer? $250k cash at small online bank or $250k in MM fund at Fidelity?

Last post by Ed 2 « Tue Mar 28, 2023 3:33 pm
Replies: 62
by teelainen » Sat Mar 25, 2023 9:10 pm
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62 Replies

5856 Views

Last post by Ed 2
Tue Mar 28, 2023 3:33 pm
Store a car for a kid?

Last post by firebirdparts « Tue Mar 28, 2023 3:16 pm
Replies: 22
by RamblinDoc » Sun Mar 26, 2023 4:19 pm

22 Replies

2334 Views

Last post by firebirdparts
Tue Mar 28, 2023 3:16 pm
Lawyer fees to settle small estate

Last post by arcticpineapplecorp. « Tue Mar 28, 2023 3:09 pm
Replies: 41
by jay7 » Tue Mar 21, 2023 7:38 pm

41 Replies

3369 Views

Last post by arcticpineapplecorp.
Tue Mar 28, 2023 3:09 pm
Maxing out HSA after job change

Last post by MP123 « Tue Mar 28, 2023 2:51 pm
Replies: 4
by Pennywise Pound Fool » Tue Mar 28, 2023 12:38 am

4 Replies

455 Views

Last post by MP123
Tue Mar 28, 2023 2:51 pm
Strategy to pay off mortgage?

Last post by Commentariat « Tue Mar 28, 2023 2:50 pm
Replies: 12
by boglebrook » Mon Mar 27, 2023 10:30 pm

12 Replies

1077 Views

Last post by Commentariat
Tue Mar 28, 2023 2:50 pm
Foreign Tax Credit

Last post by nalor511 « Tue Mar 28, 2023 2:43 pm
Replies: 1
by GuyInFL » Tue Mar 28, 2023 2:41 pm

1 Replies

133 Views

Last post by nalor511
Tue Mar 28, 2023 2:43 pm
What do you all tell your adult children? [About your finances]

Last post by bikechuck « Tue Mar 28, 2023 2:39 pm
Replies: 11
by Hugh Prolly-Wright » Tue Mar 28, 2023 10:18 am

11 Replies

1411 Views

Last post by bikechuck
Tue Mar 28, 2023 2:39 pm
Slight Rant Regarding Medigap Supplier [Selecting a Medigap Plan]

Last post by Tom_T « Tue Mar 28, 2023 2:28 pm
Replies: 14
by dfin » Fri Mar 24, 2023 12:56 pm

14 Replies

1249 Views

Last post by Tom_T
Tue Mar 28, 2023 2:28 pm
Pros and Cons of intentionally underinsuring home?

Last post by Taylor Larimore « Tue Mar 28, 2023 2:27 pm
Replies: 31
by CloseEnough » Tue Mar 28, 2023 7:36 am

31 Replies

1938 Views

Last post by Taylor Larimore
Tue Mar 28, 2023 2:27 pm
Sell sports car to pay off mortgage?

Last post by dknightd « Tue Mar 28, 2023 2:05 pm
Replies: 50
by Sauceonside » Mon Mar 27, 2023 12:39 pm
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50 Replies

3338 Views

Last post by dknightd
Tue Mar 28, 2023 2:05 pm
Long Term Care Insurance

Last post by hoops777 « Tue Mar 28, 2023 1:50 pm
Replies: 369
by martincmartin » Thu Jan 27, 2022 8:11 am
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28895 Views

Last post by hoops777
Tue Mar 28, 2023 1:50 pm
Another "Should I Buy This House?" Thread

Last post by newhere999 « Tue Mar 28, 2023 1:35 pm

by newhere999 » Tue Mar 28, 2023 1:35 pm

0 Replies

110 Views

Last post by newhere999
Tue Mar 28, 2023 1:35 pm
Basis?

Last post by Chardo « Tue Mar 28, 2023 1:34 pm

by Chardo » Tue Mar 28, 2023 1:34 pm

0 Replies

99 Views

Last post by Chardo
Tue Mar 28, 2023 1:34 pm
Is MaxMyInterest.com a good website to get high yield saving account?

Last post by huynguyen5 « Tue Mar 28, 2023 1:30 pm

by huynguyen5 » Tue Mar 28, 2023 1:30 pm

0 Replies

43 Views

Last post by huynguyen5
Tue Mar 28, 2023 1:30 pm
New driver’s license number, on-line bank applications, and third-party verifiers

Last post by exodusNH « Tue Mar 28, 2023 1:03 pm
Replies: 20
by chemocean » Mon Mar 27, 2023 7:58 pm

20 Replies

1361 Views

Last post by exodusNH
Tue Mar 28, 2023 1:03 pm
Specific Estate Planning Provision re: Irrevocable Trust

Last post by eukonomos « Tue Mar 28, 2023 12:57 pm
Replies: 4
by orlandoguy » Tue Mar 21, 2023 7:51 pm

4 Replies

582 Views

Last post by eukonomos
Tue Mar 28, 2023 12:57 pm
Schedule B for form 1116

Last post by talzara « Tue Mar 28, 2023 11:43 am
Replies: 6
by saseptim » Thu Mar 23, 2023 6:22 am

6 Replies

682 Views

Last post by talzara
Tue Mar 28, 2023 11:43 am
Pre-nup / Asset Protection Trust for HNW individual / advice

Last post by Cruise « Tue Mar 28, 2023 11:36 am
Replies: 14
by theophiled » Tue Mar 28, 2023 7:12 am

14 Replies

1198 Views

Last post by Cruise
Tue Mar 28, 2023 11:36 am
Planning for retirement with non-citizen spouse

Last post by lthenderson « Tue Mar 28, 2023 10:21 am
Replies: 11
by Palaemon » Mon Mar 27, 2023 12:48 pm

11 Replies

946 Views

Last post by lthenderson
Tue Mar 28, 2023 10:21 am
Millennials: do you prefer debit to credit? if so, why?

Last post by Big Dog « Tue Mar 28, 2023 10:11 am
Replies: 152
by NYCaviator » Sun Mar 26, 2023 8:59 pm
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8724 Views

Last post by Big Dog
Tue Mar 28, 2023 10:11 am
Marcus 10 month CD rate 5.05

Last post by student « Tue Mar 28, 2023 9:56 am
Replies: 3
by heikejohn1 » Tue Mar 28, 2023 9:44 am

3 Replies

428 Views

Last post by student
Tue Mar 28, 2023 9:56 am
How long did you wait for your tax refund this year?

Last post by hudson « Tue Mar 28, 2023 9:54 am
Replies: 138
by Foresight2020 » Wed Mar 01, 2023 8:20 am
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11150 Views

Last post by hudson
Tue Mar 28, 2023 9:54 am
Getting mails/visits/call from NORC at Univ of Chicago.

Last post by strbrd « Tue Mar 28, 2023 9:38 am
Replies: 1
by mk1039 » Tue Mar 28, 2023 1:34 am

1 Replies

476 Views

Last post by strbrd
Tue Mar 28, 2023 9:38 am
Should I move to a state with no income tax to save on taxes?

Last post by changingtimes « Tue Mar 28, 2023 9:35 am
Replies: 186
by Kandinsky » Wed Mar 15, 2023 7:47 pm
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Last post by changingtimes
Tue Mar 28, 2023 9:35 am

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