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Personal Finance (Not Investing) • Quicken 2019 and forward

Recently received this from Quicken:"Your Quicken Classic Business & Personal (US) subscription will renew on 5/25/2024. There's nothing you need to do � we''re just letting you know. If you’d...

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Personal Finance (Not Investing) • Being Gifted Whole Life Insurance - Best...

I guess the "basis Step up" Is only for inherited not gifted appreciation value. Thank you for your input, it's making me dig deeper into trying to understand these things. In your business you see it...

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Personal Finance (Not Investing) • Fidelity as a one stop shop

I searched this website but couldn't find this answer. If I initiate an ACH transfer to pay my credit card bills from a credit card website (say capital one or amex's website), have there been any...

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Investing - Theory, News & General • "Even If the Fed Cuts, the Days...

My 2c with my cloudy crystal ball is the title is somewhat right. We were in an era of unprecendantally low interest rates. How we got there is one “crisis” after another requiring the fed to cut...

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Personal Consumer Issues • Suggestions reduce cost for Niagara trip

....Party of 6 (2 adults 1 senior 3 kids: 12 Years ,6months,20 months)............planning for a weekend trip to see Niagara falls on the weekend of June 1st(Friday night leaving and Sunday night...

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Personal Investments • Percentage of Income from US Government Securities...

I think you need to consider that every financial company, not just Vanguard/Fidelity/Schwab, but every mutual fund company with which I deal or have ever dealt, issues a USGO statement just like...

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Personal Consumer Issues • Hiking Poles

My body is at the point where I am starting to need hiking poles when going down steeper inclines with roots and rocks. Last year, I started to notice my knees were starting to get a little sensitive...

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Personal Consumer Issues • How does one do the Kentucky Derby?

I'm hoping to get some advice/insight from locals or those that have traveled from afar to see the Kentucky Derby. .... Any and all advice is appreciated. Thank you.Well...it's coming around to the...

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Investing - Theory, News & General • Stock/Bonds/Cash vs. Stocks/Bonds

Watchnerd love the Sinn U1 Lego, I have the same. I treat cash and bonds separately w 5% cash VUSXX and 15% Bnd.Statistics: Posted by Okoboji — Mon Apr 29, 2024 8:08 pm — Replies 24 — Views 1648

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Personal Consumer Issues • Volunteer ideas for getting in touch with our...

Special Olympics always looking for coaches and volunteers. Such a worthy cause.We did this once. It was amazing! They were just looking for people to come and watch a basketball tournament. We had...

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Personal Investments • Retiring Soon: Pension/Lump Sum Decision - Now or Defer?

...Many individuals has experienced recent dramatic declines in their available lump sum alternatives due to the rise in interest rates.If you expect interest rates to rise you are generally better...

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Personal Investments • TIAA Traditional

You bet they have reserves. State Insurance Commissions require it. BUT, when a cohort dies off (or whatever the trigger is), the "un-needed reserves" belong to, and are distributed to ... ... wait...

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Investing - Theory, News & General • Inelastic Markets Hypothesis

One claim in the paper is that 1$ of flow results in 5$ of market cap increase. And I was kind of wondering where the flow is coming from because every buyer needs to have a seller. Turns out, they...

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Personal Consumer Issues • What's the best way to handle a drop off from the...

I have a drop off where the garage floor is three inches higher than the driveway. It wasn't always like this but happened over time. A couple options I'm considering:The easiest solution seems to be...

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Personal Consumer Issues • Washington DC and Maine trip

I am planning a trip to the east coast in late July, early August. We have tickets in Vienna, VA for a concert at Wolf Trap, which was the impetus for the trip and now it has project creep. We'd like...

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Personal Consumer Issues • Miami - things to do

A day trip to Key West would be tough unless you get up very early. If you get lucky and have absolutely zero traffic, it’s about 4 hours each way. I’d suggest booking a one today hotel to split up...

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Personal Investments • Target date fund in a taxable/brokerage account

OP,It is not so bad if the amount is not big. Aka, 6 figures.KlangFoolStatistics: Posted by KlangFool — Mon Apr 29, 2024 8:19 pm — Replies 2 — Views 92

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Personal Finance (Not Investing) • Critique my ChubbyFIRE plan

From my reading you will be expected to contribute 5.6% of parent assets, so if you had a 1 million taxable portfolio would be $56k / year. That is total contribution / year. if you have two children...

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Personal Finance (Not Investing) • Auto insurance: minimum coverage if no...

As someone who dealt with this issue for my dad (stopping driving at about age 87), it is easier said than done. Until you walk in the shoes of someone having this discussion, you just don't...

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Personal Investments • Will the Fidelity Sharks Go After My Wife When I Kick...

Why don’t you just go back to vanguard and be done with this thread?Why don't you simply stop reading the thread? This is a public message board. There are 158 messages in this thread and I've posted...

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