Detroit Area Bogleheads - Master Thread
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Detroit Area Bogleheads - Master Thread
Welcome to the Detroit Area Bogleheads Master Thread.
The idea behind the master thread is to have our meeting notices and other news information in one place.
The important feature of the master thread is that you can "subscribe" to the thread, and receive an email when there is a new post. To do this, you click on the link on the bottom of the posting, that says "Subscribe Topic".
All Bogleheads (new and mature) are welcome, so feel free to come to our meetings, and bring along with you your spouse/friend/coworker.
If you want to be on our mailing list, or to get more information about the group, send a request to detroitbogleheads@yahoo.com.
The idea behind the master thread is to have our meeting notices and other news information in one place.
The important feature of the master thread is that you can "subscribe" to the thread, and receive an email when there is a new post. To do this, you click on the link on the bottom of the posting, that says "Subscribe Topic".
All Bogleheads (new and mature) are welcome, so feel free to come to our meetings, and bring along with you your spouse/friend/coworker.
If you want to be on our mailing list, or to get more information about the group, send a request to detroitbogleheads@yahoo.com.
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - September 20th
Our next meeting will be Saturday September 20th, 10:30 AM to 12:00 Noon
Our subject for this meeting will be "Retirement". Keith had a great idea to stimulate discussion:
For the next meeting, everyone who is not retired should come with two non-financial questions about retirement. Everyone who is retired should come with two non-financial tips about retirement.
Of course, financial questions and tips concerning retirement are also welcome!
Bonus: Jack Haynes will also give a short presentation on a tour of Vanguard in Pennsylvania.
If there is time left over we can have a general discussion on whatever topics might come up. It's always good to hear informed advice and opinion.
Once again, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Here is a map:
http://binged.it/1fnGi7m
and here is a detail of the location, showing the location of the clubhouse:
http://www.multilakes.com/AboutMap.htm
Hope to see you there!
Our subject for this meeting will be "Retirement". Keith had a great idea to stimulate discussion:
For the next meeting, everyone who is not retired should come with two non-financial questions about retirement. Everyone who is retired should come with two non-financial tips about retirement.
Of course, financial questions and tips concerning retirement are also welcome!
Bonus: Jack Haynes will also give a short presentation on a tour of Vanguard in Pennsylvania.
If there is time left over we can have a general discussion on whatever topics might come up. It's always good to hear informed advice and opinion.
Once again, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Here is a map:
http://binged.it/1fnGi7m
and here is a detail of the location, showing the location of the clubhouse:
http://www.multilakes.com/AboutMap.htm
Hope to see you there!
Re: Detroit Area Bogleheads - Master Thread
The State of Michigan will have a "Reinventing Retirement" workshop at various locations on Monday October 20, 2014. I have signed up for the Troy, MI location, and for the Social Security checkup.
http://www.michigan.gov/difs/0,5269,7-3 ... --,00.html
I found this in a Detroit Free Press article today by Susan Tompor:
http://www.freep.com/article/20140907/C ... san-Tompor
L.
http://www.michigan.gov/difs/0,5269,7-3 ... --,00.html
I found this in a Detroit Free Press article today by Susan Tompor:
http://www.freep.com/article/20140907/C ... san-Tompor
L.
You can get what you want, or you can just get old. (Billy Joel, "Vienna")
Re: Detroit Area Bogleheads - Master Thread
Hi to all you Detroiters out there. I was born and raised in Detroit; lived near McNichols and Livernois. I've been gone a long time, but Detroit will always be my home and 'where I'm from...'
Peace!
Peace!
- cheese_breath
- Posts: 11787
- Joined: Wed Sep 14, 2011 7:08 pm
Re: Detroit Area Bogleheads - Master Thread
So you lived near U of D. I grew up one the east side, but my grandfather lived on Santa Rosa a couple blocks south of Outer Drive.RTR2006 wrote:Hi to all you Detroiters out there. I was born and raised in Detroit; lived near McNichols and Livernois. I've been gone a long time, but Detroit will always be my home and 'where I'm from...'
Peace!
The surest way to know the future is when it becomes the past.
Re: Detroit Area Bogleheads - Master Thread
Great meeting this morning. Thank you to all of the retirees for your words of wisdom! I am looking forward to the next meeting.
Re: Detroit Area Bogleheads - Master Thread
Enjoyed my first meeting of the Detroit Bogleheads.
I had a question I did not ask to the people that are currently retired.
Does anyone use Blue Cross Legacy Plan C for their Medicare gap / supplement insurance? If so, any news on what going to happen to the plan when the price freeze ends on Aug 2016. Thanks Paul
I had a question I did not ask to the people that are currently retired.
Does anyone use Blue Cross Legacy Plan C for their Medicare gap / supplement insurance? If so, any news on what going to happen to the plan when the price freeze ends on Aug 2016. Thanks Paul
- cheese_breath
- Posts: 11787
- Joined: Wed Sep 14, 2011 7:08 pm
Re: Detroit Area Bogleheads - Master Thread
I have that plan. I don't know any news yet, but I'm speculating we will see a big hike. I'm budgeting for a 100% increase just to play it safe. That should put it in the ballpark of many other provider's plans. Hopefully I'm overestimating the damage.CWRadio wrote:Enjoyed my first meeting of the Detroit Bogleheads.
I had a question I did not ask to the people that are currently retired.
Does anyone use Blue Cross Legacy Plan C for their Medicare gap / supplement insurance? If so, any news on what going to happen to the plan when the price freeze ends on Aug 2016. Thanks Paul
The surest way to know the future is when it becomes the past.
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Re: Detroit Area Bogleheads - Master Thread
Deleted
Last edited by daytona084 on Sun Oct 01, 2023 10:20 pm, edited 1 time in total.
Michigan Money Summit
WWJ does these once a year. I usually go.
http://detroit.cbslocal.com/2014-michigan-money-summit/
Saturday, October 18, 2014
Exhibits & Registration: 8:30 am
Panel Discussions: 9 am – 12 pm
VisTaTech Center at Schoolcraft College
18600 Haggerty Road | Livonia, MI 48152
L.
http://detroit.cbslocal.com/2014-michigan-money-summit/
Saturday, October 18, 2014
Exhibits & Registration: 8:30 am
Panel Discussions: 9 am – 12 pm
VisTaTech Center at Schoolcraft College
18600 Haggerty Road | Livonia, MI 48152
L.
You can get what you want, or you can just get old. (Billy Joel, "Vienna")
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - November 15th 2014
The next meeting will be November 15th, 2014 at the usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Our topics will be:
1. Bonds and Bond Allocation
2. Transition between Saving and Spending
Any questions or to be added to our mailing list, contact: detroitbogleheads@yahoo.com
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Our topics will be:
1. Bonds and Bond Allocation
2. Transition between Saving and Spending
Any questions or to be added to our mailing list, contact: detroitbogleheads@yahoo.com
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - November 15th 2014
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Last edited by daytona084 on Sun Oct 01, 2023 10:21 pm, edited 1 time in total.
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Photo of November 2014 Meeting
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Last edited by daytona084 on Sun Oct 01, 2023 10:18 pm, edited 1 time in total.
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - February 7th
Our next meeting is planned for February 7th at the usual time and place.
The plan is for two topics -
1. Annuities
2. "Robo Advisers" such as Betterment.com
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
The plan is for two topics -
1. Annuities
2. "Robo Advisers" such as Betterment.com
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - April 11th
Our next meeting is planned for April 11th at the usual time and place.
There will be no set topics for discussion
Instead, we are asking everyone to bring two "questions" or subjects for discussion. We often have fruitful discussions on the spur of the moment when people bring up topics, so we will have plenty of time at this meeting to pursue several of these in depth.
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
email detroitbogleheads@yahoo.com for more info
There will be no set topics for discussion
Instead, we are asking everyone to bring two "questions" or subjects for discussion. We often have fruitful discussions on the spur of the moment when people bring up topics, so we will have plenty of time at this meeting to pursue several of these in depth.
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
email detroitbogleheads@yahoo.com for more info
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - - Saturday June 20th
Our next meeting is planned for Saturday June 20th at the usual time and place.
There will be a discussion/presentation by Jack Haynes on International Funds. This will take about 30 minutes. Bring your thoughts, opinions and questions.
There will be plenty of time for general discussion of other topics.
If you would like to suggest a topic for extended discussion or prepare a presentation, please let know.
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Everyone welcome!
email detroitbogleheads@yahoo.com for more info
There will be a discussion/presentation by Jack Haynes on International Funds. This will take about 30 minutes. Bring your thoughts, opinions and questions.
There will be plenty of time for general discussion of other topics.
If you would like to suggest a topic for extended discussion or prepare a presentation, please let know.
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Everyone welcome!
email detroitbogleheads@yahoo.com for more info
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Detroit Area Bogleheads - Next Meeting Saturday June 20th.
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Last edited by daytona084 on Sun Oct 01, 2023 10:19 pm, edited 1 time in total.
Re: Detroit Area Bogleheads - Master Thread
hi,
Just found this master thread for the Detroit Area BH. Please add me to the subscriber list.
Also, would love to attend the next meet. Is there a schedule of up-coming meets?
Thanks
Just found this master thread for the Detroit Area BH. Please add me to the subscriber list.
Also, would love to attend the next meet. Is there a schedule of up-coming meets?
Thanks
Re: Detroit Area Bogleheads - Master Thread
We set up Saturday, September 12th as the next meeting date. Hope to see you then.ved wrote:hi,
Just found this master thread for the Detroit Area BH. Please add me to the subscriber list.
Also, would love to attend the next meet. Is there a schedule of up-coming meets?
Thanks
(From an email after the last meeting.)
L.
You can get what you want, or you can just get old. (Billy Joel, "Vienna")
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Re: Detroit Area Bogleheads - Master Thread
ved: Welcome!
To be added to our email mailing list, please send me an email at: detroitbogleheads@yahoo.com
To be added as a subscriber of this thread, click the arrow on the wrench icon below, then click "Subscribe Topic"
To be added to our email mailing list, please send me an email at: detroitbogleheads@yahoo.com
To be added as a subscriber of this thread, click the arrow on the wrench icon below, then click "Subscribe Topic"
ved wrote:hi,
Just found this master thread for the Detroit Area BH. Please add me to the subscriber list.
Also, would love to attend the next meet. Is there a schedule of up-coming meets?
Thanks
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Re: Detroit Area Bogleheads - Master Thread
Our next meeting is planned for Saturday September 12th 2015 at the usual time and place.
There will be a discussion/presentation by Keith on strategies for taking Social Security. Bring your thoughts, opinions and questions.
There probably will be plenty of time for general discussion of other topics.
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Everyone welcome!
email detroitbogleheads@yahoo.com for more info
There will be a discussion/presentation by Keith on strategies for taking Social Security. Bring your thoughts, opinions and questions.
There probably will be plenty of time for general discussion of other topics.
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Everyone welcome!
email detroitbogleheads@yahoo.com for more info
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Reminder - Detroit Area Bogleheads - Next meeting - Saturday September 12 2015
Reminder - Detroit Area Bogleheads - Our next meeting is planned for Saturday September 12th 2015 at the usual time and place.
There will be a discussion/presentation by Keith on strategies for taking Social Security. Bring your thoughts, opinions and questions.
There probably will be plenty of time for general discussion of other topics.
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Hope to see you there... New members welcome!
email detroitbogleheads@yahoo.com for more info
There will be a discussion/presentation by Keith on strategies for taking Social Security. Bring your thoughts, opinions and questions.
There probably will be plenty of time for general discussion of other topics.
The usual time and place:
10:30 AM to 12:00 Noon
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Hope to see you there... New members welcome!
email detroitbogleheads@yahoo.com for more info
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - April 30th 2016
Our next meeting will be in ten days, Saturday April 30th, 10:30 AM to 12:00 Noon
Subject: Spring cleaning! Keith will lead us through a discussion of some of the basic issues that concern us, or our children, or even our grandchildren.
An open discussion on issues that face younger investors. Led by the old salts.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
email detroitbogleheads@yahoo.com for more info
Subject: Spring cleaning! Keith will lead us through a discussion of some of the basic issues that concern us, or our children, or even our grandchildren.
An open discussion on issues that face younger investors. Led by the old salts.
- You have an Asset Allocation. Now what? Which stocks? Which bonds? TIPS or other Treasuries? Individual stocks?
Student loans: Invest or pay off?
Cars: New or used? Buy or lease?
Homes: Buy or rent?
Mortgage: Invest or pay off?
Savings: How much of my income? Roth or traditional? What if my company does not have a savings plan?
Tax efficiency: Do I really need to worry?
College: What's the business case? What about student loans for me (or my kids)?
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
email detroitbogleheads@yahoo.com for more info
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - Saturday June 18th
The next meeting of the Detroit Area Chapter will be Saturday June 18, 10:30 AM to 12:00 Noon
Newcomers are welcome!
Subject: Boglehead Vacation Time! Since vacation season is approaching, let's talk about ways that savvy Bogleheads can improve their vacation experience and save money.
Some ideas:
Online fly vs drive calculators (http://www.travelmath.com/fly-or-drive/)
Tracking flight prices (https://www.google.com/flights/) (https://www.hipmunk.com/)
Mobile Apps:
iExit: Finding Rest Stops, gas stations, food by mile marker
Waze: Crowd-sourced traffic
Google Maps (includes offline maps that can be downloaded in advance and accessed without using data)
TripAdvisor/Yelp
Hotwire/Priceline/Hotel Tonight
Please come with your experiences and questions, and be prepared for a good discussion.
Also, there will probably be time for other topics afterward, so we can talk about our favorite subjects. RMD's and Backdoor Roths!
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Here is a map:
http://binged.it/1fnGi7m
email detroitbogleheads@yahoo.com for more info
Hope to see you there!
Newcomers are welcome!
Subject: Boglehead Vacation Time! Since vacation season is approaching, let's talk about ways that savvy Bogleheads can improve their vacation experience and save money.
Some ideas:
Online fly vs drive calculators (http://www.travelmath.com/fly-or-drive/)
Tracking flight prices (https://www.google.com/flights/) (https://www.hipmunk.com/)
Mobile Apps:
iExit: Finding Rest Stops, gas stations, food by mile marker
Waze: Crowd-sourced traffic
Google Maps (includes offline maps that can be downloaded in advance and accessed without using data)
TripAdvisor/Yelp
Hotwire/Priceline/Hotel Tonight
Please come with your experiences and questions, and be prepared for a good discussion.
Also, there will probably be time for other topics afterward, so we can talk about our favorite subjects. RMD's and Backdoor Roths!
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Here is a map:
http://binged.it/1fnGi7m
email detroitbogleheads@yahoo.com for more info
Hope to see you there!
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Detroit Chapter - Next Meeting June 18th
One final reminder - Next meeting this Saturday June 18th. See previous message for details!
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Detroit Chapter - Next Meeting is December 3
The next meeting of the Detroit Chapter will be December 3, 10:30 to 12:00 noon.
The subject will be "Investment Policy Statements" or IPS.
We will also have a brief report from one of our members who attended the Bogleheads Conference in Philadelphia.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Newcomers welcome - hope to see you there!
The subject will be "Investment Policy Statements" or IPS.
We will also have a brief report from one of our members who attended the Bogleheads Conference in Philadelphia.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Newcomers welcome - hope to see you there!
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Detroit Area Bogleheads - Next Meeting This Saturday
Hi Everyone,
Our next meeting will be this Saturday December 3, 10:30 AM to 12:00 Noon
Two Subjects:
1. There will be a report on this year's Boglehead Conference in Philadelpha from one of our members who attended.
2. The main topic will be your "Investment Policy Statement" with a presentation and then examples from members. (If you would like to present your IPS, let me know!
It's at the usual location - see previous posts.
New members welcome!
Our next meeting will be this Saturday December 3, 10:30 AM to 12:00 Noon
Two Subjects:
1. There will be a report on this year's Boglehead Conference in Philadelpha from one of our members who attended.
2. The main topic will be your "Investment Policy Statement" with a presentation and then examples from members. (If you would like to present your IPS, let me know!
It's at the usual location - see previous posts.
New members welcome!
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting - Saturday January 28th, 2017
Our next meeting will be this Saturday January 28th, 10:30 AM to 12:00 Noon
For this meeting we are planning a discussion: "Bogleheads 101". We are asking two things:
1. Bring a (perhaps younger) guest with you to the meeting, who you think might benefit from or be interested in the discussion. We probably all can point to mistakes we've made, and how we wish we had "discovered" the Bogleheads philosophy sooner.
2. Prepare some of your own thoughts on the topic, "What is the Bogleheads philosophy?" Which aspects have you found most useful and beneficial? Some thought starters:
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
The meeting takes place in the Clubhouse, straight ahead at the SW corner of the main parking lot. (Straight ahead and slightly left, as you drive in the main entrance.)
Here is a map:
http://binged.it/1fnGi7m
Hope to see you there!
For this meeting we are planning a discussion: "Bogleheads 101". We are asking two things:
1. Bring a (perhaps younger) guest with you to the meeting, who you think might benefit from or be interested in the discussion. We probably all can point to mistakes we've made, and how we wish we had "discovered" the Bogleheads philosophy sooner.
2. Prepare some of your own thoughts on the topic, "What is the Bogleheads philosophy?" Which aspects have you found most useful and beneficial? Some thought starters:
- - Simplicity
- Costs matter
- Index mutual funds
- Stay the course
- Invest in the total market
- Tilt investments towards small companies, real estate, gold and other commodities, ...
- People that have influenced you
- Books that you would recommend to others
- Financial advisors
- Strategies for saving
- Living (a little) more frugally
- Planning for college and other dependent (non-retirement) expenses
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
The meeting takes place in the Clubhouse, straight ahead at the SW corner of the main parking lot. (Straight ahead and slightly left, as you drive in the main entrance.)
Here is a map:
http://binged.it/1fnGi7m
Hope to see you there!
-
- Posts: 192
- Joined: Sun Nov 30, 2014 2:27 pm
Re: Detroit Area Bogleheads - Master Thread
oh I'm in Ann Arbor. Maybe I should come to a future meeting.
-
- Posts: 11
- Joined: Sun Mar 19, 2017 3:25 pm
Re: Detroit Area Bogleheads - Master Thread
New to the Bogleheads and very interested in attending the next meeting. After 20 plus years living close to MultiLakes, attending many of the public events and knowing several members, I finally joined in December 2016.
- tangy
- Posts: 179
- Joined: Sat Jun 24, 2017 8:19 am
- Location: a lively twirling planet located 93,000,000 miles from the Sun
Re: Detroit Area Bogleheads - Master Thread
Are there any Detroit area chapter events happening anytime soon? New to the forum--not sure where to find this information.
Who is John Galt ?
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Re: Detroit Area Bogleheads - Master Thread
The next meeting of the Detroit Chapter is planned for September 9th, 2017. It will be at the usual location (Multi-Lakes Conservation Association - scroll up for information). Hope to see everyone there!
- tangy
- Posts: 179
- Joined: Sat Jun 24, 2017 8:19 am
- Location: a lively twirling planet located 93,000,000 miles from the Sun
Re: Detroit Area Bogleheads - Master Thread
I look forward to it... it's on the calendar.daytona084 wrote:The next meeting of the Detroit Chapter is planned for September 9th, 2017. It will be at the usual location (Multi-Lakes Conservation Association - scroll up for information). Hope to see everyone there!
Who is John Galt ?
Re: Detroit Area Bogleheads - Master Thread
Is it 10:30-noon?daytona084 wrote: ↑Sat Jun 24, 2017 8:45 am The next meeting of the Detroit Chapter is planned for September 9th, 2017. It will be at the usual location (Multi-Lakes Conservation Association - scroll up for information). Hope to see everyone there!
Re: Detroit Area Bogleheads - Master Thread
Oh shoot, I should have googled that address. I didn't realize you were so far north. That makes it about 90 minutes for me -- which probably doesn't make sense.
Do you know of any groups around Ann Arbor?
Do you know of any groups around Ann Arbor?
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Re: Detroit Area Bogleheads - Master Thread
Our next meeting will be Saturday September 9th, 2017 10:30 AM to 12:00 Noon
For this meeting we are planning a discussion: "Tax Strategies" .
There will be a wide range of tax-related topics including:
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Hope to see you there!
For this meeting we are planning a discussion: "Tax Strategies" .
There will be a wide range of tax-related topics including:
- Tax loss harvesting
'Bunching deductions' in order to itemize one year then standard deduction the next.
529 tips and tricks.
Distribution options for inherited IRAs by non-spouse beneficiaries.
Donation of appreciated securities.
Donor Advised Funds (DAF).
Health Savings Accounts (HSA) as a retirement vehicle.
Tax-efficient fund placement.
Tax-efficiency vs inefficiency of taxable accounts
Foreign taxes paid
USA taxes for foreigners
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
Hope to see you there!
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Detroit Area Bogleheads - Next Meeting Saturday Sept 9, 2017
Our next meeting will be Saturday September 9th, 2017 10:30 AM to 12:00 Noon
For this meeting we are planning a discussion: "Tax Strategies" .
There will be a wide range of tax-related topics including:
Tax loss harvesting
'Bunching deductions' in order to itemize one year then standard deduction the next.
529 tips and tricks.
Distribution options for inherited IRAs by non-spouse beneficiaries.
Donation of appreciated securities.
Donor Advised Funds (DAF).
Health Savings Accounts (HSA) as a retirement vehicle.
Tax-efficient fund placement.
Tax-efficiency vs inefficiency of taxable accounts
Foreign taxes paid
USA taxes for foreigners
Please come prepared to join the discussion with like-minded people, share your experiences, and ask questions.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
For information contact detroitbogleheads@yahoo.com
Hope to see you there!
For this meeting we are planning a discussion: "Tax Strategies" .
There will be a wide range of tax-related topics including:
Tax loss harvesting
'Bunching deductions' in order to itemize one year then standard deduction the next.
529 tips and tricks.
Distribution options for inherited IRAs by non-spouse beneficiaries.
Donation of appreciated securities.
Donor Advised Funds (DAF).
Health Savings Accounts (HSA) as a retirement vehicle.
Tax-efficient fund placement.
Tax-efficiency vs inefficiency of taxable accounts
Foreign taxes paid
USA taxes for foreigners
Please come prepared to join the discussion with like-minded people, share your experiences, and ask questions.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
For information contact detroitbogleheads@yahoo.com
Hope to see you there!
Re: Detroit Area Bogleheads - Master Thread
I left home at 9:30 for the 10:30 meeting. I gave up at about 10:25 - traffic, construction, roads closed, detours! Thanks for organizing. See you next time.
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Detroit Area Bogleheads - Next Meeting Saturday December 2
Our next meeting will be Saturday December 2nd, 2017 10:30 AM to 12:00 Noon
For this meeting we are planning a discussion, led by our resident expert Jason: "Roth Conversions" .
Normal version;
Horse Race version
Leap Frog version
Please come prepared to join the discussion with like-minded people, share your experiences, and ask questions. If there is time, we may discuss other subjects as well.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
The meeting takes place in the Clubhouse, straight ahead at the SW corner of the main parking lot. (Straight ahead and slightly left, as you drive in the main entrance.)
Here is a map:
http://binged.it/1fnGi7m
For this meeting we are planning a discussion, led by our resident expert Jason: "Roth Conversions" .
Normal version;
Horse Race version
Leap Frog version
Please come prepared to join the discussion with like-minded people, share your experiences, and ask questions. If there is time, we may discuss other subjects as well.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
The meeting takes place in the Clubhouse, straight ahead at the SW corner of the main parking lot. (Straight ahead and slightly left, as you drive in the main entrance.)
Here is a map:
http://binged.it/1fnGi7m
Re: Detroit Area Bogleheads - Master Thread
I just found your thread on BH site & am interested in attending the next meeting- January?. Thanks
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting Planned for March 3, 2018
Hello KK2020,
The next meeting is planned for March 3, 2018, same time and location as previous meetings. You are welcome to attend!
Send email to detroitbogleheads@yahoo.com if you want to be added to our mailing list.
The next meeting is planned for March 3, 2018, same time and location as previous meetings. You are welcome to attend!
Send email to detroitbogleheads@yahoo.com if you want to be added to our mailing list.
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting March 3rd, 2018. "Bogleheads 101"
This is a reminder - Next Meeting in 10 Days - March 3rd - 10:30 AM
Several members expressed interest in a "Bogleheads 101" presentation. So, that will be the topic at the next meeting March 3rd. Keith has volunteered to lead the discussion with a presentation entitled "Letters to My Son", which will cover the main points of the BH philosophy, combined with his personal wisdom and preferences. Here is the description:
In "Letters to my son." Keith reflects on advice he has given his young son, now 23.
Keith says, "I spent most of my adult life figuring this out - you don't need to do that. Here
I will give you the answers, tell you what to do, with only a brief explanation of why. But, I will
point you at lots of resources you can check for yourself. People like Taylor Larimore have spent
decades figuring this out, and companies like Vanguard have created mutual funds that exactly
meet your investment needs.
"You don't need to make the investing mistakes I did to find this out for yourself. Start with these
recommendations, then add what you need to cover extra requirements, like special needs
children or extended care insurance."
If you're new to Bogleheads, this is a great way to learn more. If you have been doing this a while, come with your experiences. In either case, bring a friend.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
The time of the meeting is 10:30 AM to 12:00 noon.
Hope to see you there!
Several members expressed interest in a "Bogleheads 101" presentation. So, that will be the topic at the next meeting March 3rd. Keith has volunteered to lead the discussion with a presentation entitled "Letters to My Son", which will cover the main points of the BH philosophy, combined with his personal wisdom and preferences. Here is the description:
In "Letters to my son." Keith reflects on advice he has given his young son, now 23.
Keith says, "I spent most of my adult life figuring this out - you don't need to do that. Here
I will give you the answers, tell you what to do, with only a brief explanation of why. But, I will
point you at lots of resources you can check for yourself. People like Taylor Larimore have spent
decades figuring this out, and companies like Vanguard have created mutual funds that exactly
meet your investment needs.
"You don't need to make the investing mistakes I did to find this out for yourself. Start with these
recommendations, then add what you need to cover extra requirements, like special needs
children or extended care insurance."
If you're new to Bogleheads, this is a great way to learn more. If you have been doing this a while, come with your experiences. In either case, bring a friend.
As usual, the meeting will be at the:
Multi-Lakes Conservation Association
3860 Newton Rd, Commerce Township, MI 48382
The time of the meeting is 10:30 AM to 12:00 noon.
Hope to see you there!
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Meeting Notice - May 19th 2018
Detroit Area Bogleheads - Meeting Notice
When: Saturday May 19th 10:30 AM - 12:00 Noon
Where: Multi-Lakes Conservation Association
3860 Newton Rd
Commerce Twp, MI 48362
Topics (Approx 30 Minutes Each):
1. International Stock Funds in your Portfolio - - Why? Why not?
2. a. How to recognize and deal with gradual loss of ability to handle financial affairs -and-
2. b. Options and advantages/disadvantages of various ways to give money to children/grandchildren
3. Open Forum - Questions, Advice, etc
Note- we will be trying to set up the meetings with something for everyone - younger people in the "accumulation" phase, and those nearing or already in retirement.
Contact - send email to detroitbogleheads@yahoo.com
When: Saturday May 19th 10:30 AM - 12:00 Noon
Where: Multi-Lakes Conservation Association
3860 Newton Rd
Commerce Twp, MI 48362
Topics (Approx 30 Minutes Each):
1. International Stock Funds in your Portfolio - - Why? Why not?
2. a. How to recognize and deal with gradual loss of ability to handle financial affairs -and-
2. b. Options and advantages/disadvantages of various ways to give money to children/grandchildren
3. Open Forum - Questions, Advice, etc
Note- we will be trying to set up the meetings with something for everyone - younger people in the "accumulation" phase, and those nearing or already in retirement.
Contact - send email to detroitbogleheads@yahoo.com
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Meeting Notice - May 19th 2018
Reminder - Our next meeting is this Saturday, May 19th.
New members are welcome!
When: Saturday May 19th 10:30 AM - 12:00 Noon
Where: Multi-Lakes Conservation Association
3860 Newton Rd
Commerce Twp, MI 48362
Topics (Approx 30 Minutes Each):
1. International Stock Funds in your Portfolio - - Why? Why not?
2. a. How to recognize and deal with gradual loss of ability to handle financial affairs
2. b. Options and advantages/disadvantages of various ways to give money to children/grandchildren
(Postponed for a future meeting.)
3. Open Forum - Questions, Advice, etc
Contact - send email to detroitbogleheads@yahoo.com
New members are welcome!
When: Saturday May 19th 10:30 AM - 12:00 Noon
Where: Multi-Lakes Conservation Association
3860 Newton Rd
Commerce Twp, MI 48362
Topics (Approx 30 Minutes Each):
1. International Stock Funds in your Portfolio - - Why? Why not?
2. a. How to recognize and deal with gradual loss of ability to handle financial affairs
2. b. Options and advantages/disadvantages of various ways to give money to children/grandchildren
(Postponed for a future meeting.)
3. Open Forum - Questions, Advice, etc
Contact - send email to detroitbogleheads@yahoo.com
-
- Posts: 1329
- Joined: Wed Sep 26, 2012 5:30 pm
Re: Detroit Area Bogleheads - Master Thread
Question to my fellow SE MI residents:
The financial advisor my father and a couple siblings used recently passed away. The advisor owned & ran a small firm (him and a partner) and my family doesn't want to stick with that partner - need to move the accounts. Knowing that I'm fairly literate in this space, they asked me for input on their situation. I don't want to take over mgmt of their retirement accounts for several reasons. I was wondering if the Detroit Chapter Bogleheads may know of, and recommend, a couple local financial planners that follow the Boglehead investment philosophy. We're talking smaller portfolios ($1MM or less), so most of the big names I thought of likely would have no interest.
Not trying to turn this thread into a sales pitch for local FPs, so please PM me if you'd prefer. I'm just not sure where to point my family and afraid that they're going to get suckered by the first snake oil salesman they talk to, or "friend recommended them". I was hoping to get a couple recommendations for them to go interview.
The financial advisor my father and a couple siblings used recently passed away. The advisor owned & ran a small firm (him and a partner) and my family doesn't want to stick with that partner - need to move the accounts. Knowing that I'm fairly literate in this space, they asked me for input on their situation. I don't want to take over mgmt of their retirement accounts for several reasons. I was wondering if the Detroit Chapter Bogleheads may know of, and recommend, a couple local financial planners that follow the Boglehead investment philosophy. We're talking smaller portfolios ($1MM or less), so most of the big names I thought of likely would have no interest.
Not trying to turn this thread into a sales pitch for local FPs, so please PM me if you'd prefer. I'm just not sure where to point my family and afraid that they're going to get suckered by the first snake oil salesman they talk to, or "friend recommended them". I was hoping to get a couple recommendations for them to go interview.
- tangy
- Posts: 179
- Joined: Sat Jun 24, 2017 8:19 am
- Location: a lively twirling planet located 93,000,000 miles from the Sun
Re: Detroit Area Bogleheads - Master Thread
Hello, I sent you a PM with a possible solution.killjoy2012 wrote: ↑Fri Aug 31, 2018 6:04 pm Question to my fellow SE MI residents:
The financial advisor my father and a couple siblings used recently passed away. The advisor owned & ran a small firm (him and a partner) and my family doesn't want to stick with that partner - need to move the accounts. Knowing that I'm fairly literate in this space, they asked me for input on their situation. I don't want to take over mgmt of their retirement accounts for several reasons. I was wondering if the Detroit Chapter Bogleheads may know of, and recommend, a couple local financial planners that follow the Boglehead investment philosophy. We're talking smaller portfolios ($1MM or less), so most of the big names I thought of likely would have no interest.
Not trying to turn this thread into a sales pitch for local FPs, so please PM me if you'd prefer. I'm just not sure where to point my family and afraid that they're going to get suckered by the first snake oil salesman they talk to, or "friend recommended them". I was hoping to get a couple recommendations for them to go interview.
Who is John Galt ?
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Re: Detroit Area Bogleheads - Master Thread
We are planning our next meeting to for December 1, 2018 - same time (10:30 - 12:00 noon) and location. Topics to be determined. Save the date!
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting December 1, 2018
Detroit Area Bogleheads - Meeting Notice
When: Saturday December 1st 10:30 AM - 12:00 Noon
Where: Multi-Lakes Conservation Association
3860 Newton Rd
Commerce Twp, MI 48362
(We meet in the Clubhouse - Lower Level)
Topics:
1. "Tracking your Assets - Spreadsheets, Quicken, and Other Methods"
2. "Q&A and Discussion" - in particular, we're hoping for questions from newer Bogleheads for those who have been doing this a while, and questions from younger members for older members. Come with questions and topics for discussion
Hope to see you there.
When: Saturday December 1st 10:30 AM - 12:00 Noon
Where: Multi-Lakes Conservation Association
3860 Newton Rd
Commerce Twp, MI 48362
(We meet in the Clubhouse - Lower Level)
Topics:
1. "Tracking your Assets - Spreadsheets, Quicken, and Other Methods"
2. "Q&A and Discussion" - in particular, we're hoping for questions from newer Bogleheads for those who have been doing this a while, and questions from younger members for older members. Come with questions and topics for discussion
Hope to see you there.
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting December 1, 2018
Reminder - next meeting in 6 days. See previous post for details.
- daytona084
- Posts: 909
- Joined: Mon Feb 01, 2010 9:47 pm
Next Meeting December 1, 2018
One final reminder - Next meeting is Saturday December 1, 2018, See earlier posts for details.