In reference to Jonathan's comment about overlap, there is a tool available if you're not aware of it, that checks the overlap between two funds. If you do a free registration, you'll get more data in the results. https://www.etfrc.com/funds/overlap.php
Kristine, I hope you do get a chance to attend Crufts. If you need to start a Go-Fund-Me, I'll be glad to contribute. On a separate issue, my wife and I are big animal lovers. We want to donate to a reliable and qualified animal charity when we begin QCDs. We currently support a husband and wife who take in dogs and cats that need lots of medical attention. Unfortunately, people just drop off their dogs overnight and tie them up to their gate. These people are getting up in their years and don't know how much longer than can continue. The ASPCA commercials can be sad to watch, but we aren't looking for an organization like that. Appreciate any suggestions you may have.
Dan, we were considering going to a new CPA for our taxes. One thing that sort of bothered us is that they want a copy of our birth certificates. Have never been asked this before. What are your thoughts and is this something new if switching to a new firm or maybe just that firm in particular?
Jonathan, that's a nice piece of history to share, thank you!
If I could turn back time, I'd like to read all the articles written by everyone, but that would be a challenge. Each author has a unique writing style for the message they are wanting to express, and hope they continue and don't lose interest. Now days, I find myself clinging to every word you write, whether it's and article or a comment, knowing that some day it won't be so.
Jonathan, I didn't know about HumbleDollar eight years ago, and really didn't know who you were until I read "How To Think About Money." How did you get the word out about this website and invite people to write their stories?
Comments:
This article on ThinkAdvisor might be the same thing you read. https://www.thinkadvisor.com/2024/11/27/fidelity-to-switch-advisor-custody-accounts-to-fcash-as-only-core-sweep-option/
Post: Fidelity Brokerage Cash Interest Rate Changes
Link to comment from January 10, 2025
In reference to Jonathan's comment about overlap, there is a tool available if you're not aware of it, that checks the overlap between two funds. If you do a free registration, you'll get more data in the results. https://www.etfrc.com/funds/overlap.php
Post: A barbell strategy for stocks
Link to comment from January 9, 2025
Thanks! I screen captured your suggestions.
Post: No “Go-Go” by Kristine Hayes Nibler
Link to comment from January 6, 2025
Kristine, I hope you do get a chance to attend Crufts. If you need to start a Go-Fund-Me, I'll be glad to contribute. On a separate issue, my wife and I are big animal lovers. We want to donate to a reliable and qualified animal charity when we begin QCDs. We currently support a husband and wife who take in dogs and cats that need lots of medical attention. Unfortunately, people just drop off their dogs overnight and tie them up to their gate. These people are getting up in their years and don't know how much longer than can continue. The ASPCA commercials can be sad to watch, but we aren't looking for an organization like that. Appreciate any suggestions you may have.
Post: No “Go-Go” by Kristine Hayes Nibler
Link to comment from January 6, 2025
You do an amazing job keeping all the money guide articles up to date. Appreciate all that you do for the HD readers!
Post: First year of retirement by Chris
Link to comment from January 6, 2025
Thanks Dan for the additional reasoning behind the need for birth certificates, and answering the other question about the one year Identity PIN.
Post: Get Your Stuff Together (For Taxes)
Link to comment from January 3, 2025
Dan, we were considering going to a new CPA for our taxes. One thing that sort of bothered us is that they want a copy of our birth certificates. Have never been asked this before. What are your thoughts and is this something new if switching to a new firm or maybe just that firm in particular?
Post: Get Your Stuff Together (For Taxes)
Link to comment from January 3, 2025
Rick, it is my understanding that one has to get an identity PIN every year. Is that true? Open an IRS Online Account: https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
Post: Get Your Stuff Together (For Taxes)
Link to comment from January 3, 2025
Jonathan, that's a nice piece of history to share, thank you! If I could turn back time, I'd like to read all the articles written by everyone, but that would be a challenge. Each author has a unique writing style for the message they are wanting to express, and hope they continue and don't lose interest. Now days, I find myself clinging to every word you write, whether it's and article or a comment, knowing that some day it won't be so.
Post: Our Report Card by Jonathan Clements
Link to comment from January 3, 2025
Jonathan, I didn't know about HumbleDollar eight years ago, and really didn't know who you were until I read "How To Think About Money." How did you get the word out about this website and invite people to write their stories?
Post: Our Report Card by Jonathan Clements
Link to comment from January 2, 2025