40 year corporate finance career in Corporate Finance with Fortune 500 companies including UnitedHealth and ING. Focus on insurance lines including annuities, life and health. Now retired.
AUTHOR: Doug Kaufman on 2/20/2025 FIRST: Brent Wilson on 2/20 | RECENT: David Lancaster on 5/16
Comments
I’ve also used Fidelity Donor Advised Fund for years. No minimum deposit; $50 min per grant; $100 or 0.6% fee per yr, whatever is greater and all investment choices. You may want to consider giving a larger donation to take advantage of the tax deduction. Good luck
Excited to have you Bogdan. Your articles are so clear and complete. It’s especially nice to hear a young voice. Please do share your links to social media where I’m sure many will follow.
Comments
I’ve also used Fidelity Donor Advised Fund for years. No minimum deposit; $50 min per grant; $100 or 0.6% fee per yr, whatever is greater and all investment choices. You may want to consider giving a larger donation to take advantage of the tax deduction. Good luck
Post: Easy DAF (e.g. Daffy.org) for Donation of Appreciated Stocks
Link to comment from October 18, 2025
Excited to have you Bogdan. Your articles are so clear and complete. It’s especially nice to hear a young voice. Please do share your links to social media where I’m sure many will follow.
Post: Quick Intro
Link to comment from September 20, 2025
I just say - damn the ice cube makers - haha
Post: Have you purchased an appliance lately? Talk about sticker shock.
Link to comment from September 20, 2025
Thank you Adam. Very interesting and finally something cryptocurrency related I understood; not cryptic.
Post: Smart Move?
Link to comment from August 9, 2025
“You have a face made for radio”
Post: How do I scam thee? Let me count the ways
Link to comment from July 26, 2025
6.8% real gain is astounding isn’t it.
Post: Going to Extremes
Link to comment from July 26, 2025
Great addition. This wouldn’t have occurred to me.
Post: New Bonus Senior Deduction Impact
Link to comment from July 19, 2025
Dick - why do you still hold life insurance? Tax reasons?
Post: Quinn asks, is there anything wrong with keeping it simple?
Link to comment from July 5, 2025
Is your portfolio then largely or only in target dated funds?
Post: Rethinking Rebalancing
Link to comment from July 5, 2025
It’s a good point that RMDs/withdrawals can serve as a rebalancing action as well.
Post: Rethinking Rebalancing
Link to comment from July 5, 2025