San Francisco Mid Peninsula, California Chapter
Next SF Bogleheads Meeting Thursday November 17, 2022 7PM Pacific Time
Next SF Bogleheads Meeting Thursday November 17, 2022 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Time
Topic: 2022/23 tax update
Things to know, things you can do before year-end / anytime!
By our Member: Francis
Plus: Medicare Open Enrollment discussion
Join our newsletter to get zoom link
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Topic: 2022/23 tax update
Things to know, things you can do before year-end / anytime!
By our Member: Francis
Plus: Medicare Open Enrollment discussion
Join our newsletter to get zoom link
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Next SF Bogleheads Meeting Thursday December 15, 2022 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Tim
Next SF Bogleheads Meeting Thursday December 15, 2022 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Time
Subject: Tax Loss Harvesting Bonds, CDs Plus get your General Questions answered.
Tax loss harvesting bonds, Treasuries, and CDs. Why? How?
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Join our mailing list to get zoom link
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Subject: Tax Loss Harvesting Bonds, CDs Plus get your General Questions answered.
Tax loss harvesting bonds, Treasuries, and CDs. Why? How?
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Join our mailing list to get zoom link
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Next SF Bogleheads Meeting Thursday February 16, 2023 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Tim
Next SF Bogleheads Meeting Thursday February 16, 2023 7PM Pacific Time ONLINE - 8 Mountain, 9 Central - 10PM Eastern Time
Subject: ESG - Environmental Social Governance Investing (aka SRI Socially Responsible Investing)
What is it? Why? What are the gotchas?
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Join our mailing list to get zoom link
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Subject: ESG - Environmental Social Governance Investing (aka SRI Socially Responsible Investing)
What is it? Why? What are the gotchas?
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Join our mailing list to get zoom link
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Th March 16, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Next SF Bogleheads Meeting Thursday March 16, 2023 6:30PM Pacific Time IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Our first Hybrid Meeting - First in person meeting in over 3 years!
Note NEW TIME.
Subject: Annuities 101
What are they? Are they right for me? What are the different types?
Plus
General Personal Finance Q&A Discussion including Silicon Valley Bank Debacle
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Lower Study Room D (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually
Zoom link sent to all on our mailing list:
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Our first Hybrid Meeting - First in person meeting in over 3 years!
Note NEW TIME.
Subject: Annuities 101
What are they? Are they right for me? What are the different types?
Plus
General Personal Finance Q&A Discussion including Silicon Valley Bank Debacle
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Lower Study Room D (LOWER LEVEL)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually
Zoom link sent to all on our mailing list:
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
SF Bogleheads Meeting Thursday April 27, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM
SF Bogleheads Meeting Thursday April 27, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Our second Hybrid Meeting - Note The New time.
Subject: Modern Guide to Real Estate Investing
What is it? Is it right for me? What are the downsides?
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually
Join Zoom Meeting
https://us06web.zoom.us/j/88483619067?p ... Z3VWdpZz09
Meeting ID: 884 8361 9067
Passcode: 061162
One tap mobile
+16699006833,,88483619067#,,,,*061162# US (San Jose)
+16694449171,,88483619067#,,,,*061162# US
Dial by your location
+1 669 900 6833 US (San Jose)
+1 669 444 9171 US
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 719 359 4580 US
+1 253 205 0468 US
+1 312 626 6799 US (Chicago)
+1 360 209 5623 US
+1 386 347 5053 US
+1 507 473 4847 US
+1 564 217 2000 US
+1 646 931 3860 US
+1 689 278 1000 US
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 305 224 1968 US
+1 309 205 3325 US
Meeting ID: 884 8361 9067
Passcode: 061162
Find your local number: https://us06web.zoom.us/u/keelNEcXPQ
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Our second Hybrid Meeting - Note The New time.
Subject: Modern Guide to Real Estate Investing
What is it? Is it right for me? What are the downsides?
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually
Join Zoom Meeting
https://us06web.zoom.us/j/88483619067?p ... Z3VWdpZz09
Meeting ID: 884 8361 9067
Passcode: 061162
One tap mobile
+16699006833,,88483619067#,,,,*061162# US (San Jose)
+16694449171,,88483619067#,,,,*061162# US
Dial by your location
+1 669 900 6833 US (San Jose)
+1 669 444 9171 US
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 719 359 4580 US
+1 253 205 0468 US
+1 312 626 6799 US (Chicago)
+1 360 209 5623 US
+1 386 347 5053 US
+1 507 473 4847 US
+1 564 217 2000 US
+1 646 931 3860 US
+1 689 278 1000 US
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 305 224 1968 US
+1 309 205 3325 US
Meeting ID: 884 8361 9067
Passcode: 061162
Find your local number: https://us06web.zoom.us/u/keelNEcXPQ
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Thursday May 18, 2023 6:30PM Pacific Meeting - Money Market, Treasuries, Bonds
SF Bogleheads Meeting Thursday May 18, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Our third Hybrid Meeting - Note The New time.
Subject: Treasuries are having higher returns than bonds. WTF is going on?
- Understand why money market yields are beating BND right now.
- A deep dive into US Treasuries and Bonds
By our Member Konstantin
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually
Time: May 18, 2023 06:30 PM Pacific Time (US and Canada)
Join Zoom Meeting
https://us06web.zoom.us/j/81792832628?p ... hteTMvZz09
Meeting ID: 817 9283 2628
Passcode: 661304
One tap mobile
+16694449171,,81792832628#,,,,*661304# US
+16699006833,,81792832628#,,,,*661304# US (San Jose)
Dial by your location
+1 669 444 9171 US
+1 669 900 6833 US (San Jose)
+1 253 205 0468 US
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 719 359 4580 US
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 305 224 1968 US
+1 309 205 3325 US
+1 312 626 6799 US (Chicago)
+1 360 209 5623 US
+1 386 347 5053 US
+1 507 473 4847 US
+1 564 217 2000 US
+1 646 931 3860 US
+1 689 278 1000 US
Meeting ID: 817 9283 2628
Passcode: 661304
Find your local number: https://us06web.zoom.us/u/kbRxyvRju1
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Our third Hybrid Meeting - Note The New time.
Subject: Treasuries are having higher returns than bonds. WTF is going on?
- Understand why money market yields are beating BND right now.
- A deep dive into US Treasuries and Bonds
By our Member Konstantin
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually
Time: May 18, 2023 06:30 PM Pacific Time (US and Canada)
Join Zoom Meeting
https://us06web.zoom.us/j/81792832628?p ... hteTMvZz09
Meeting ID: 817 9283 2628
Passcode: 661304
One tap mobile
+16694449171,,81792832628#,,,,*661304# US
+16699006833,,81792832628#,,,,*661304# US (San Jose)
Dial by your location
+1 669 444 9171 US
+1 669 900 6833 US (San Jose)
+1 253 205 0468 US
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 719 359 4580 US
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 305 224 1968 US
+1 309 205 3325 US
+1 312 626 6799 US (Chicago)
+1 360 209 5623 US
+1 386 347 5053 US
+1 507 473 4847 US
+1 564 217 2000 US
+1 646 931 3860 US
+1 689 278 1000 US
Meeting ID: 817 9283 2628
Passcode: 661304
Find your local number: https://us06web.zoom.us/u/kbRxyvRju1
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
SF Bogleheads Meeting Thursday July 20, 2023 6:30PM Pacific
SF Bogleheads Meeting Thursday July 20, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Hybrid Meeting in person AND online
Subject: IRAs: Roth, SIMPLE, Backdoor, and other Complexities
By our Member Francis
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
Join Zoom Meeting
https://us06web.zoom.us/j/89823306267?p ... NYMzMxUT09
Meeting ID: 898 2330 6267
Passcode: 309283
---
One tap mobile
+16699006833,,89823306267#,,,,*309283# US (San Jose)
+16694449171,,89823306267#,,,,*309283# US
---
Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
Meeting ID: 898 2330 6267
Passcode: 309283
Find your local number: https://us06web.zoom.us/u/kc5mkn5jG3
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Hybrid Meeting in person AND online
Subject: IRAs: Roth, SIMPLE, Backdoor, and other Complexities
By our Member Francis
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
Join Zoom Meeting
https://us06web.zoom.us/j/89823306267?p ... NYMzMxUT09
Meeting ID: 898 2330 6267
Passcode: 309283
---
One tap mobile
+16699006833,,89823306267#,,,,*309283# US (San Jose)
+16694449171,,89823306267#,,,,*309283# US
---
Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
Meeting ID: 898 2330 6267
Passcode: 309283
Find your local number: https://us06web.zoom.us/u/kc5mkn5jG3
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
SF Bogleheads Meeting Wed August 16, 2023 5:30PM Pacific - IN PERSON & ONLINE - 6:30 Mountain, 730 Central - 830PM Ea
SF Bogleheads Meeting Wednesday August 16, 2023 5:30PM Pacific - IN PERSON & ONLINE - 6:30 Mountain, 730 Central - 830PM Eastern
Note: Special Time/Day
Hybrid Meeting in person AND online
Subject: Advanced Estate Planning
By Rebekah Sapirstein, Director - Tax, Trust, & Estate - Charles Schwab
Learn key estate planning concepts to help take greater control over your assets and better prepare for a planning conversation
Meeting is open to ALL, whether Schwab client or otherwise
Remote users can signup for this Webex based meeting:
https://schwabmeeting.webex.com/weblink ... 7a5d9d65b5
Our friends at Schwab have kindly setup this meeting and can do:
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually - Must sign up ahead of time:
https://schwabmeeting.webex.com/weblink ... 7a5d9d65b5
Note: Special Time/Day
Hybrid Meeting in person AND online
Subject: Advanced Estate Planning
By Rebekah Sapirstein, Director - Tax, Trust, & Estate - Charles Schwab
Learn key estate planning concepts to help take greater control over your assets and better prepare for a planning conversation
Meeting is open to ALL, whether Schwab client or otherwise
Remote users can signup for this Webex based meeting:
https://schwabmeeting.webex.com/weblink ... 7a5d9d65b5
Our friends at Schwab have kindly setup this meeting and can do:
Q&A - Confidentially ask questions on investing and we will discuss answers during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually - Must sign up ahead of time:
https://schwabmeeting.webex.com/weblink ... 7a5d9d65b5
SF Bogleheads Meeting Thursday September 21, 2023 6:30PM Pacific
SF Bogleheads Meeting Thursday September 21, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Hybrid Meeting in person AND online
Subject: Inflation Adjusted Income Streams via TIPS
By Dru Cabler
With CPI adjusted annuities not currently available and pensions of any type becoming more rare, many retirees wish to have a source of guaranteed income that is automatically adjusted for inflation. Social Security certainly provides this, but many retirees wish to have a larger income floor than Social Security provides. One way to accomplish this is by augmenting Social Security with an additional income stream using TIPS. In this presentation, we will discuss how to do this by purchasing a ladder of TIPS bonds as well as some alternative methods using TIPS ETFs or Mutual funds.
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
Join Zoom Meeting
https://us06web.zoom.us/j/84979542721?p ... t6aUEzdz09
Meeting ID: 849 7954 2721
Passcode: 716939
---
One tap mobile
+16699006833,,84979542721#,,,,*716939# US (San Jose)
+16694449171,,84979542721#,,,,*716939# US
---
Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
Meeting ID: 849 7954 2721
Passcode: 716939
Find your local number: https://us06web.zoom.us/u/kDQpeqMS8
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Hybrid Meeting in person AND online
Subject: Inflation Adjusted Income Streams via TIPS
By Dru Cabler
With CPI adjusted annuities not currently available and pensions of any type becoming more rare, many retirees wish to have a source of guaranteed income that is automatically adjusted for inflation. Social Security certainly provides this, but many retirees wish to have a larger income floor than Social Security provides. One way to accomplish this is by augmenting Social Security with an additional income stream using TIPS. In this presentation, we will discuss how to do this by purchasing a ladder of TIPS bonds as well as some alternative methods using TIPS ETFs or Mutual funds.
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
Join Zoom Meeting
https://us06web.zoom.us/j/84979542721?p ... t6aUEzdz09
Meeting ID: 849 7954 2721
Passcode: 716939
---
One tap mobile
+16699006833,,84979542721#,,,,*716939# US (San Jose)
+16694449171,,84979542721#,,,,*716939# US
---
Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
Meeting ID: 849 7954 2721
Passcode: 716939
Find your local number: https://us06web.zoom.us/u/kDQpeqMS8
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
SF Bogleheads Meeting Th October 19, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eas
SF Bogleheads Meeting Thursday October 19, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Hybrid Meeting in person AND online
Subject: Bogleheads 2023 Conference Summary
We will return from the Bogleheads 2023 Conference in Washington, DC to discuss interesting information gleemed from the presentations.
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
https://us06web.zoom.us/j/81847774450?p ... R20piczx.1
Meeting ID: 818 4777 4450
Passcode: 473180
---
One tap mobile
+16694449171,,81847774450#,,,,*473180# US
+16699006833,,81847774450#,,,,*473180# US (San Jose)
---
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
Meeting ID: 818 4777 4450
Passcode: 473180
Find your local number: https://us06web.zoom.us/u/kbFQ1rqSC
===
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
==============================================
Unsubscribe *|HTML:EMAIL|* from this list:
*|UNSUB|*
Hybrid Meeting in person AND online
Subject: Bogleheads 2023 Conference Summary
We will return from the Bogleheads 2023 Conference in Washington, DC to discuss interesting information gleemed from the presentations.
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
https://us06web.zoom.us/j/81847774450?p ... R20piczx.1
Meeting ID: 818 4777 4450
Passcode: 473180
---
One tap mobile
+16694449171,,81847774450#,,,,*473180# US
+16699006833,,81847774450#,,,,*473180# US (San Jose)
---
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
Meeting ID: 818 4777 4450
Passcode: 473180
Find your local number: https://us06web.zoom.us/u/kbFQ1rqSC
===
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
==============================================
Unsubscribe *|HTML:EMAIL|* from this list:
*|UNSUB|*
Thursday November 16, 2023 Meeting - Year End Tax Planning
SF Bogleheads Meeting Thursday November 16, 2023 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Subject: 2023 Year-End Tax Discussion
By our member Francis Sameon
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Hybrid Meeting in person AND online
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
https://us06web.zoom.us/j/81636207434?p ... 0tJF1GuS.1
Meeting ID: 816 3620 7434
Passcode: 573857
---
One tap mobile
+16694449171,,81636207434#,,,,*573857# US
+16699006833,,81636207434#,,,,*573857# US (San Jose)
---
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
Meeting ID: 816 3620 7434
Passcode: 573857
Find your local number: https://us06web.zoom.us/u/kcTDJzJZOh
===
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Subject: 2023 Year-End Tax Discussion
By our member Francis Sameon
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Hybrid Meeting in person AND online
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
https://us06web.zoom.us/j/81636207434?p ... 0tJF1GuS.1
Meeting ID: 816 3620 7434
Passcode: 573857
---
One tap mobile
+16694449171,,81636207434#,,,,*573857# US
+16699006833,,81636207434#,,,,*573857# US (San Jose)
---
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
Meeting ID: 816 3620 7434
Passcode: 573857
Find your local number: https://us06web.zoom.us/u/kcTDJzJZOh
===
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
SF Bogleheads Meeting Wednesday January 10, 2024 5:30PM Pacific - IN PERSON & ONLINE - 6:30 Mountain, 730 Central - 830P
SF Bogleheads Meeting Wednesday January 10, 2024 5:30PM Pacific - ONLINE - 6:30 Mountain, 730 Central - 830PM Eastern
NOW ONLINE ONLY
Special Meeting with a Fixed Income expert from Schwab!
Subject: Today's Interest Rate Environment and Fixed Income investing
After an unprecedented series of rate hikes by the federal reserve, many clients are asking "why shouldn't I just put everything in a short-term treasury?"
Join us for a discussion with Collin Martin and Cooper Howard of Schwab's Center for Financial Research while we talk about today's interest rate environment and different ways investors can navigate and take advantage of it.
By Special Guest: Deane Antoniou, CMT - Charles Schwab Director of Wealth & Asset Management Solutions
Please Register in advance:
https://schwabmeeting.webex.com/weblink ... 93d7e1c441
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting. Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Join by video system
Dial 25345393935@schwabmeeting.webex.com
You can also dial 173.243.2.68 and enter your webinar number.
Join by phone
1-855-244-8681 Call-in toll-free number (US/Canada)
1-650-479-3207 Call-in number (US/Canada)
Access code: 2534 539 3935
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
NOW ONLINE ONLY
Special Meeting with a Fixed Income expert from Schwab!
Subject: Today's Interest Rate Environment and Fixed Income investing
After an unprecedented series of rate hikes by the federal reserve, many clients are asking "why shouldn't I just put everything in a short-term treasury?"
Join us for a discussion with Collin Martin and Cooper Howard of Schwab's Center for Financial Research while we talk about today's interest rate environment and different ways investors can navigate and take advantage of it.
By Special Guest: Deane Antoniou, CMT - Charles Schwab Director of Wealth & Asset Management Solutions
Please Register in advance:
https://schwabmeeting.webex.com/weblink ... 93d7e1c441
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting. Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
===
Join by video system
Dial 25345393935@schwabmeeting.webex.com
You can also dial 173.243.2.68 and enter your webinar number.
Join by phone
1-855-244-8681 Call-in toll-free number (US/Canada)
1-650-479-3207 Call-in number (US/Canada)
Access code: 2534 539 3935
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
SF Bogleheads Meeting Thursday February 15, 2024
SF Bogleheads Meeting Thursday February 15, 2024 6:00PM Pacific - IN PERSON & ONLINE - 7:00 Mountain, 800 Central - 900PM Eastern
Subject: Do I need a Financial planner?
Achieve your financial life goals to the fullest by lifting the fog of your personal finance.
Present by certified financial planner Nasira Iqbal, CFP , M.S. AFPFLP
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Hybrid Meeting in person AND online
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
Time: Th Feb 15, 2024 06:00 PM Pacific Time (US and Canada)
Join Zoom Meeting
https://us06web.zoom.us/j/83515184594?p ... k07tjtSf.1
Meeting ID: 835 1518 4594
Passcode: 130344
---
One tap mobile
+16694449171,,83515184594#,,,,*130344# US
+16699006833,,83515184594#,,,,*130344# US (San Jose)
---
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
Meeting ID: 835 1518 4594
Passcode: 130344
Find your local number: https://us06web.zoom.us/u/kxfFAVnv0
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Subject: Do I need a Financial planner?
Achieve your financial life goals to the fullest by lifting the fog of your personal finance.
Present by certified financial planner Nasira Iqbal, CFP , M.S. AFPFLP
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Hybrid Meeting in person AND online
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
Time: Th Feb 15, 2024 06:00 PM Pacific Time (US and Canada)
Join Zoom Meeting
https://us06web.zoom.us/j/83515184594?p ... k07tjtSf.1
Meeting ID: 835 1518 4594
Passcode: 130344
---
One tap mobile
+16694449171,,83515184594#,,,,*130344# US
+16699006833,,83515184594#,,,,*130344# US (San Jose)
---
Dial by your location
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
Meeting ID: 835 1518 4594
Passcode: 130344
Find your local number: https://us06web.zoom.us/u/kxfFAVnv0
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
SF Bogleheads Meeting Thursday March 21, 2024 6:30PM Pacific
SF Bogleheads Meeting Thursday March 21, 2024 6:30PM Pacific - IN PERSON & ONLINE - 7:30 Mountain, 830 Central - 930PM Eastern
Building a Financially Savvy Generation: Insights and Actions for Nationwide Change
Tim Ranzetta, co-founder of Next Gen Personal Finance (NGPF), was inspired to establish the nonprofit in 2014 after witnessing the transformative impact of financial education at Eastside College Prep in East Palo Alto, California. His experience teaching first-gen students highlighted the vital role of financial literacy in empowering individuals and communities, leading him to ensure NGPF's resources—including curriculum and professional development—remain free through an endowment. Since its inception, NGPF has reached over 94,000 teachers and 3 million students annually across the United States, significantly enhancing financial education with its award-winning materials. Ranzetta's advocacy efforts have also contributed to increasing the number of states mandating a standalone personal finance course from 8 to 25 as of January 2024. Prior to NGPF, Tim co-founded several companies and holds a BS in Commerce from the University of Virginia and an MBA from the Stanford Graduate School of Business.
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Hybrid Meeting in person AND online
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
Join Zoom Meeting
https://us06web.zoom.us/j/87029226681?p ... GuT8obeD.1
Meeting ID: 870 2922 6681
Passcode: 382828
---
One tap mobile
+16699006833,,87029226681#,,,,*382828# US (San Jose)
+16694449171,,87029226681#,,,,*382828# US
---
Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
Meeting ID: 870 2922 6681
Passcode: 382828
Find your local number: https://us06web.zoom.us/u/kexfccFlA8
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/
Building a Financially Savvy Generation: Insights and Actions for Nationwide Change
Tim Ranzetta, co-founder of Next Gen Personal Finance (NGPF), was inspired to establish the nonprofit in 2014 after witnessing the transformative impact of financial education at Eastside College Prep in East Palo Alto, California. His experience teaching first-gen students highlighted the vital role of financial literacy in empowering individuals and communities, leading him to ensure NGPF's resources—including curriculum and professional development—remain free through an endowment. Since its inception, NGPF has reached over 94,000 teachers and 3 million students annually across the United States, significantly enhancing financial education with its award-winning materials. Ranzetta's advocacy efforts have also contributed to increasing the number of states mandating a standalone personal finance course from 8 to 25 as of January 2024. Prior to NGPF, Tim co-founded several companies and holds a BS in Commerce from the University of Virginia and an MBA from the Stanford Graduate School of Business.
Q&A - Confidentially ask questions on investing and we will discuss them during the meeting.
Use this form:
https://forms.gle/PJzAt6hrvyKKo2RF6
Hybrid Meeting in person AND online
===
Burlingame Main Library
Upper Study Room A (Main Level)
480 Primrose Rd
Burlingame, CA 94010
Near Burlingame Caltrain Station. Lots of free parking
Note: The Burlingame library Recommends masks in study rooms.
COVID-19 Warnings - Do not come if you are sick, older, or at risk. CDC guidelines:
https://www.cdc.gov/coronavirus/2019-ncov/index.html
OR join us virtually:
Join Zoom Meeting
https://us06web.zoom.us/j/87029226681?p ... GuT8obeD.1
Meeting ID: 870 2922 6681
Passcode: 382828
---
One tap mobile
+16699006833,,87029226681#,,,,*382828# US (San Jose)
+16694449171,,87029226681#,,,,*382828# US
---
Dial by your location
• +1 669 900 6833 US (San Jose)
• +1 669 444 9171 US
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 346 248 7799 US (Houston)
• +1 929 205 6099 US (New York)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
Meeting ID: 870 2922 6681
Passcode: 382828
Find your local number: https://us06web.zoom.us/u/kexfccFlA8
San Francisco Bogleheads Chapter Free Email Newsletter:
https://mailchi.mp/d83dfb760d89/signup
Bogleheads Calendar of Events:
https://www.bogleheads.org/blog/calendar-of-events/