Personal Finance (Not Investing) • Re: Recommendations for planner to shift...
Have you read this section of the wiki:https://www.bogleheads.org/wiki/Financial_planningThere are lots of planners that will be more than happy to take your money. Some of them will even give you a...
View ArticlePersonal Consumer Issues • Re: Yubikey only at Vanguard now possible.
I thought somebody said they forced UV at registration (I cannot test this since all my keys have PINs). If they are setting UV to preferred at authentication time, it is good thing they then still...
View ArticlePersonal Investments • Re: Balancing gifts to child in 529, UTMA, and I-Bonds
Reading up on 530A Trump accounts, it looks like because they are gifts of future interest, at least for the time being, they aren't part of the $38000 exclusion. So the choice to fund a Trump account...
View ArticlePersonal Finance (Not Investing) • Recommendations for planner to shift from...
I may be leaving the workforce early due to burnout. Not sure I have the bandwidth to shift my portfolio to retirement focus. Wondering if anyone has recommendations for fee only advisors that can do...
View ArticlePersonal Investments • Re: How do YOU set up your portfolio to fight...
Does anyone here have a commodities fund? If not why not? Not advocating but since we are talking about fighting inflation......This is a very valid question as some will consider this route and...
View ArticlePersonal Finance (Not Investing) • Re: AI for income tax return
Not to answer your question, but —Try again with Turbo Tax. Not sure which version supports your income. Enter your data and print the forms. Compare to last year’s return. The numbers will be...
View ArticlePersonal Finance (Not Investing) • Re: VG [Vanguard] passkey label revision?
Passkeys are stored in the iCloud keychain in the Apple ecosystem. That is encrypted.They are stored in the Secure Enclave: See the link I had posted above: https://www.corbado.com/faq/where-are-p ......
View ArticlePersonal Finance (Not Investing) • Re: bronze aca less expensive than silver...
What I did was pull every claim from the carrier’s portal for 2025 and 2026 and re-price each one under the bronze plan’s rules. So this was actual usage over the last few years, not just an estimate...
View ArticlePersonal Investments • Re: Late retirement living investment challenges
In 2025, you posted that you had a $360,000 IRA at Vanguard (in a thread about buying a car).Is that still correct? Because if it is, that will make a significant difference in the advice you get...
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Personal Finance (Not Investing) • Re: Trying to keep health care in check...
Thanks for sharing. Which SE country? Any specific recommendations for towns/countries for us to scope out re: long term living with good healthcare.most welcome. my short answer is thailand, but im...
View ArticlePersonal Finance (Not Investing) • Re: Medicare supplement costs confusing on...
Were you looking at standard Plan G or Plan G-HD? The premiums can be vastly different between the two.Statistics: Posted by rossington — Thu Oct 15, 2026 6:04 pm
View ArticlePersonal Investments • Re: 55 vs 60 (with pensions) [Should I retire at 55 or...
My wife and I are both 43 years oldThis "43" number is the one that stuck out to me. I don't think you're near ready to make a decision about what age you can retire. Too many unknowns still. Keep at...
View ArticlePersonal Investments • Re: "Introducing Flagship—the next level of...
I didn't get the email. I see online in our account that we have a "dedicated Flagship team" and a "Financial consultant" (and a suggestion that we "schedule appointment").I don't know what a...
View ArticlePersonal Consumer Issues • Re: USPS Informed Delivery
Though I have to say, they're not always accurate. I sometimes get mail the day before the notification or the day after. In one case, it was a week after, but it could have very well been that it was...
View ArticlePersonal Finance (Not Investing) • Re: My financial advisor says i can...
This is what you posted above...."easy! we keep are money separate, she pays half the bills i pay the other half. There is no joint anything. This is what she wanted."Please describe how both of these...
View ArticlePersonal Investments • Re: Family souring on HB's Permanent Portfolio
How long are you planning on living? Here is a simple plan from tpaw https://tpawplanner.com/link?params=Rco ... IxjoMdZQrbThis shows your available budget as $52-68K/year. This is with a conservative...
View ArticlePersonal Investments • Re: Is retirement at 55 real?
Retirement at 55 is certainly realistic, but not with your assets and allocation.Been there, done that, retired at 56 (20 years ago).You need a lot more assets - almost 10 times as much to maintain...
View ArticlePersonal Investments • Is there a recommended withdrawal rate that preserves...
Is there a recommended withdrawal rate that preserves the real value of the portfolio beginning balance over a 40 year horizon?I looked at firecalc.com, but I am not sure if the firecalc graph is in...
View ArticlePersonal Finance (Not Investing) • Re: Separate Checking Account from...
I pay my credit cards from my CMA and other bills from a local credit union checking account that I keep some savings in. I could move everything over to the CMA but I like the setup I have.If you do...
View ArticlePersonal Consumer Issues • Re: Treasury Direct [and other government sites]...
...Anyone have a guess why I already have an ID.me account? ...Because you established one earlier. It may very well have been for accessing your irs.gov account.Statistics: Posted by sycamore — Wed...
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