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The Habits of Old Men by Andrew Forsythe
6 replies
AUTHOR: Andrew Forsythe on 9/7/2024
FIRST: mytimetotravel on 9/7 | RECENT: Andrew Forsythe on 9/8/2024 at 12:16 AM
Medigap pricing question
80 replies
AUTHOR: rgscl on 9/2/2024
FIRST: David Lancaster on 9/2 | RECENT: David Lancaster on 9/7
First Place by Jonathan Clements
53 replies
AUTHOR: Jonathan Clements on 9/6/2024
FIRST: eludom on 9/6 | RECENT: Ed Hanson on 9/7
Quinn ponders the minimum wage, a living wage and the possible consequences of changes for all
10 replies
AUTHOR: R Quinn on 9/6/2024
FIRST: Dan Smith on 9/6 | RECENT: R Quinn on 9/7
Quinn is considering buying a Bentley 🤑
21 replies
AUTHOR: R Quinn on 9/3/2024
FIRST: William Perry on 9/3 | RECENT: AnthonyClan on 9/7
Consuelo Mack WealthTrack
10 replies
AUTHOR: Jonathan Clements on 9/6/2024
FIRST: Nuke Ken on 9/6 | RECENT: Jonathan Clements on 9/7
Long Term Care? Who has it?
42 replies
AUTHOR: Jeff Bond on 8/10/2024
FIRST: Nuke Ken on 8/10 | RECENT: Mark Eckman on 9/7
Money Memories by Edmund Marsh
4 replies
AUTHOR: Edmund Marsh on 9/6/2024
FIRST: Dan Smith on 9/6 | RECENT: Edmund Marsh on 9/7
What I Saw With Meals on Wheels
11 replies
AUTHOR: mytimetotravel on 9/5/2024
FIRST: baldscreen on 9/5 | RECENT: mytimetotravel on 9/7
DIY Analytical Tools to Support Financial Decisions
6 replies
AUTHOR: Ed Kadala on 9/5/2024
FIRST: R Quinn on 9/5 | RECENT: Rick Connor on 9/7
Nasdaq 100 Option-Income ETF: Is the Sequel to JEPI Just Theater? by Steve Abramowitz
2 replies
AUTHOR: steve abramowitz on 9/5/2024
FIRST: Ed Kadala on 9/6 | RECENT: steve abramowitz on 9/6
The Dance of Time by Ken Cutler
14 replies
AUTHOR: Nuke Ken on 9/2/2024
FIRST: Edmund Marsh on 9/2 | RECENT: eludom on 9/6
David Enna’s Tipswatch.com tribute to Bob Brinker
11 replies
AUTHOR: William Perry on 9/4/2024
FIRST: Jonathan Clements on 9/4 | RECENT: William Perry on 9/5
Reaching Two-thirds of a Century!
26 replies
AUTHOR: Rick Connor on 9/3/2024
FIRST: Marjorie Kondrack on 9/3 | RECENT: bbbobbins on 9/5
Dart board investing. What, me worry? Quinn may not be a good example
10 replies
AUTHOR: R Quinn on 8/31/2024
FIRST: Michael1 on 8/31 | RECENT: R Quinn on 9/5
I would like some RMD advice
11 replies
AUTHOR: polamalu2009 on 9/4/2024
FIRST: David Lancaster on 9/4 | RECENT: William Perry on 9/4
Final Decision
24 replies
AUTHOR: Dan Smith on 9/1/2024
FIRST: OldITGuy on 9/1 | RECENT: Dan Smith on 9/4
Jonathan is right, employers don’t care, but that’s not the real problem- it’s people
14 replies
AUTHOR: R Quinn on 9/2/2024
FIRST: Dan Smith on 9/2 | RECENT: R Quinn on 9/3
Covid and Money Fever by Steve Abramowitz
14 replies
AUTHOR: steve abramowitz on 9/1/2024
FIRST: Rick Connor on 9/1 | RECENT: steve abramowitz on 9/3
JEPI as a Bond Substitute? Don Quixote Confronts the Windmills by Steve Abramowitz
21 replies
AUTHOR: steve abramowitz on 8/28/2024
FIRST: Kevin Cady on 8/28 | RECENT: Kevin Lynch on 9/3
Retirement Calculators
43 replies
AUTHOR: Matt Morse on 8/28/2024
FIRST: baldscreen on 8/28 | RECENT: Tom Raveret on 9/2
Year end action items?
26 replies
AUTHOR: eludom on 8/31/2024
FIRST: Jonathan Clements on 8/31 | RECENT: Dan Smith on 9/2
Prosperity by Marjorie Kondrack
33 replies
AUTHOR: Marjorie Kondrack on 8/25/2024
FIRST: Jonathan Clements on 8/25 | RECENT: Marjorie Kondrack on 9/1
Kristine Wonders: Does Not Having Children Change How You Plan For Retirement?
90 replies
AUTHOR: kristinehayes2014 on 8/14/2024
FIRST: Jonathan Clements on 8/14 | RECENT: 1PF on 9/1
Quinn ponders a taxing situation. Loopholes and such. Is there a better way?
25 replies
AUTHOR: R Quinn on 8/29/2024
FIRST: Dan Smith on 8/29 | RECENT: David Lancaster on 9/1
I Ain’t Stupid Ya Know
33 replies
AUTHOR: Dan Smith on 8/27/2024
FIRST: David Lancaster on 8/27 | RECENT: Nick Politakis on 8/31
Rules of the Road by Jonathan Clements
25 replies
AUTHOR: Jonathan Clements on 8/30/2024
FIRST: David Lancaster on 8/30 | RECENT: Michael1 on 8/31
Connor asks – How young is too young to receive an inheritance?
24 replies
AUTHOR: Rick Connor on 8/25/2024
FIRST: Jeff Bond on 8/25 | RECENT: William Dorner on 8/31
Is being frugal a way of life, a necessity, habit or fun? RDQ thinks about it.
38 replies
AUTHOR: R Quinn on 8/27/2024
FIRST: baldscreen on 8/27 | RECENT: Mark Eckman on 8/31
Did we do this all wrong?
23 replies
AUTHOR: polamalu2009 on 8/27/2024
FIRST: sjoag on 8/27 | RECENT: Mark Eckman on 8/31
On Being Aware
10 replies
AUTHOR: Dan Smith on 8/25/2024
FIRST: Winston Smith on 8/25 | RECENT: Mark Eckman on 8/31
Vanguard’s VOO and VTI: Close Brothers but Not Identical Twins by Steve Abramowitz
0 replies
AUTHOR: steve abramowitz on 8/30/2024
IRAs in a Trust
3 replies
AUTHOR: David Lancaster on 8/29/2024
FIRST: William Perry on 8/29 | RECENT: David Lancaster on 8/29
Do You Own a Safe?
42 replies
AUTHOR: mytimetotravel on 8/23/2024
FIRST: Jeff Bond on 8/23 | RECENT: stelea99 on 8/29
Jonathan in Washington Post this am.
8 replies
AUTHOR: baldscreen on 8/28/2024
FIRST: 1PF on 8/28 | RECENT: Olin on 8/28
How Did You Announce Your Retirement?
18 replies
AUTHOR: Jeff Bond on 8/13/2024
FIRST: R Quinn on 8/13 | RECENT: Rob Jennings on 8/28
The Road Trip by Ken Cutler
12 replies
AUTHOR: Nuke Ken on 8/19/2024
FIRST: Rick Connor on 8/20 | RECENT: Nuke Ken on 8/27
Working for Free by Ken Cutler
29 replies
AUTHOR: Nuke Ken on 8/26/2024
FIRST: Jeff Bond on 8/26 | RECENT: Nuke Ken on 8/27
Spreadsheets vs winging it
30 replies
AUTHOR: polamalu2009 on 8/25/2024
FIRST: R Quinn on 8/25 | RECENT: bbbobbins on 8/27
Kristine Wonders: Does Personality Matter When It Comes To Finances?
35 replies
AUTHOR: kristinehayes2014 on 8/18/2024
FIRST: Andrew Forsythe on 8/18 | RECENT: P Pozo on 8/27
SOS, MAYDAY,HELP, etc. concerning What Type Bonds Should I Consider Social Security?
5 replies
AUTHOR: Michael l Berard on 8/24/2024
FIRST: sjoag on 8/24 | RECENT: Brad Butts on 8/25
Committing Ourselves by Jonathan Clements
13 replies
AUTHOR: Jonathan Clements on 8/23/2024
FIRST: Michael1 on 8/23 | RECENT: GNeil Nussen623 on 8/25
Travel is a valuable learning experience – our world is linked like never before, we need more understanding
46 replies
AUTHOR: R Quinn on 8/15/2024
FIRST: luvtoride44afe9eb1e on 8/15 | RECENT: mytimetotravel on 8/24
Running Away from Home (Again) by Steve Abramowitz
19 replies
AUTHOR: steve abramowitz on 8/22/2024
FIRST: Jonathan Clements on 8/22 | RECENT: Mike Gaynes on 8/24
Requiem for a CEO by Ken Cutler
3 replies
AUTHOR: Nuke Ken on 8/23/2024
FIRST: Kathy Gloeckler on 8/24 | RECENT: Kathy Gloeckler on 8/24
Women and men are different. Quinn’s in trouble again
51 replies
AUTHOR: R Quinn on 8/19/2024
FIRST: eludom on 8/19 | RECENT: Mark Eckman on 8/24
Cash On Hand
29 replies
AUTHOR: Dan Smith on 8/7/2024
FIRST: Jeff Bond on 8/7 | RECENT: cesplint on 8/24
RDQ says ignore those big scary numbers
42 replies
AUTHOR: R Quinn on 8/21/2024
FIRST: Matt Morse on 8/21 | RECENT: Chris Roessler on 8/23
Final Arrangements, a Learning Curve (from Dana/DrLefty)
28 replies
AUTHOR: DrLefty on 8/18/2024
FIRST: Jonathan Clements on 8/18 | RECENT: parkslope on 8/22
Having Your VOO and Diversifying It Too by Steve Abramowitz
7 replies
AUTHOR: steve abramowitz on 8/14/2024
FIRST: William Housley on 8/14 | RECENT: steve abramowitz on 8/21
Everything About Retirement on a 3×5 card
10 replies
AUTHOR: William Housley on 8/14/2024
FIRST: Jonathan Clements on 8/14 | RECENT: Cheryl Low on 8/20
I cannot figure out the procedures and methods for logging in to this site.
21 replies
AUTHOR: Max Gainey on 8/3/2024
FIRST: Jonathan Clements on 8/3 | RECENT: Nuke Ken on 8/19
Am I Retired?
15 replies
AUTHOR: Nuke Ken on 8/11/2024
FIRST: baldscreen on 8/11 | RECENT: DrLefty on 8/19
This deserves a rant. The United States approach to paying for healthcare is a joke.
52 replies
AUTHOR: R Quinn on 8/16/2024
FIRST: Dan Smith on 8/16 | RECENT: Kevin Madden on 8/19
Full Pockets by Edmund Marsh
10 replies
AUTHOR: Edmund Marsh on 8/19/2024
FIRST: B Carr on 8/19 | RECENT: Dan Smith on 8/19
“Dad, how should I invest for retirement ?”
17 replies
AUTHOR: eludom on 8/16/2024
FIRST: Jeff Bond on 8/16 | RECENT: Dan Smith on 8/19
I Know Your Blind Spot
24 replies
AUTHOR: Cathleen Toomey on 8/16/2024
FIRST: mytimetotravel on 8/16 | RECENT: Linda Grady on 8/18
Preparing for the unthinkable.
15 replies
AUTHOR: Rick Connor on 8/14/2024
FIRST: R Quinn on 8/14 | RECENT: Randy Dobkin on 8/17
When you retire, should you move your retirement savings to IRA or leave it in 401K plan?
29 replies
AUTHOR: smr1082 on 8/11/2024
FIRST: Nick Politakis on 8/11 | RECENT: smr1082 on 8/17
Connor suffers from new car envy
56 replies
AUTHOR: Rick Connor on 7/29/2024
FIRST: Jeff Bond on 7/29 | RECENT: Mark Eckman on 8/17
Is a 401k plan better than a pension? For most workers, yes it is. Here’s why. RDQ
23 replies
AUTHOR: R Quinn on 8/12/2024
FIRST: Jeff Bond on 8/12 | RECENT: Mark Eckman on 8/17
Nothing to Trust by Jonathan Clements
29 replies
AUTHOR: Jonathan Clements on 8/16/2024
FIRST: Edmund Marsh on 8/16 | RECENT: Michael1 on 8/17
Quinn is fascinated – and a bit frightened- by the misinformation, irresponsibility, envy, and selfishness expressed by many people – is it real?
34 replies
AUTHOR: R Quinn on 8/7/2024
FIRST: Dan Smith on 8/7 | RECENT: parkslope on 8/15
Why Risk 40/20/40 When You Can Recreate Your 60/40? by Steve Abramowitz
30 replies
AUTHOR: steve abramowitz on 8/12/2024
FIRST: Rick Connor on 8/12 | RECENT: steve abramowitz on 8/14
Foolish summer
6 replies
AUTHOR: billehart on 8/14/2024
FIRST: Jonathan Clements on 8/14 | RECENT: Kevin Lynch on 8/14
What retirement expense scares you the most?
46 replies
AUTHOR: Matt Morse on 8/11/2024
FIRST: R Quinn on 8/11 | RECENT: R Quinn on 8/14
Social Security Survivor Benefits. Connor learns a nuance.
11 replies
AUTHOR: Rick Connor on 8/12/2024
FIRST: Jeff Bond on 8/12 | RECENT: Rick Connor on 8/13
A CCRC is not an Assisted Living facility
32 replies
AUTHOR: mytimetotravel on 7/9/2024
FIRST: Jonathan Clements on 7/9 | RECENT: kt2062 on 8/12
A Big Question For Me Heading Into Retirement
50 replies
AUTHOR: Matt Morse on 8/9/2024
FIRST: stelea99 on 8/9 | RECENT: Matt Morse on 8/12
Enabling 1:1 message here? Feature requests?
8 replies
AUTHOR: eludom on 8/11/2024
FIRST: Linda Grady on 8/11 | RECENT: eludom on 8/11
Are Credit Card Usage Fees out of hand? Ben asked, Connor obliged.
20 replies
AUTHOR: Rick Connor on 8/8/2024
FIRST: Jeff Bond on 8/8 | RECENT: jimbow13 on 8/11
Lines in the Sand by Jonathan Clements
47 replies
AUTHOR: Jonathan Clements on 8/9/2024
FIRST: bbbobbins on 8/9 | RECENT: kt2062 on 8/11
Staying the Course by Jonathan Clements
51 replies
AUTHOR: Jonathan Clements on 8/5/2024
FIRST: Rick Connor on 8/5 | RECENT: luvtoride44afe9eb1e on 8/11
New Inherited IRA RMD final rules
9 replies
AUTHOR: William Perry on 7/19/2024
FIRST: William Perry on 7/19 | RECENT: KitchenPoet on 8/10
How have you financially protected a surviving spouse or dependent?
33 replies
AUTHOR: R Quinn on 8/8/2024
FIRST: Rick Connor on 8/8 | RECENT: OldITGuy on 8/10
A Crisis of Competence? by Ken Cutler
20 replies
AUTHOR: Nuke Ken on 8/8/2024
FIRST: G W on 8/8 | RECENT: jimbow13 on 8/10
Convert Your Traditional IRA Non-deductible Contributions to a Roth Tax-free
5 replies
AUTHOR: Ed Kadala on 8/8/2024
FIRST: Randy Dobkin on 8/8 | RECENT: Randy Dobkin on 8/9
How to Convince A Friend Not to Invest in an Active Fidelity Fund by Steve Abramowitz
2 replies
AUTHOR: steve abramowitz on 8/9/2024
FIRST: Philip Stein on 8/9 | RECENT: steve abramowitz on 8/9
The Motivated Seller by Steve Abramowitz
14 replies
AUTHOR: steve abramowitz on 8/5/2024
FIRST: baldscreen on 8/5 | RECENT: brian johnson on 8/8
Unexpected, cautionary or funny tales about managing your retirement accounts online
7 replies
AUTHOR: Laura E. Kelly on 8/2/2024
FIRST: Dan Smith on 8/2 | RECENT: John Yeigh on 8/7
Quinn has questions. To Roth or not and when?
20 replies
AUTHOR: R Quinn on 8/6/2024
FIRST: baldscreen on 8/6 | RECENT: Rick Connor on 8/7
Baseball, Gin and Technology by Steve Abramowitz
4 replies
AUTHOR: steve abramowitz on 8/7/2024
FIRST: Jeff Bond on 8/7 | RECENT: steve abramowitz on 8/7
How to protect your retirement savings from scammers?
44 replies
AUTHOR: smr1082 on 7/29/2024
FIRST: Rick Connor on 7/29 | RECENT: Margaret Fallon on 8/7
What to do when the stock market crashes
5 replies
AUTHOR: johntlim on 8/6/2024
FIRST: Jonathan Clements on 8/6 | RECENT: Adam Starry on 8/6
At Dave’s Request
6 replies
AUTHOR: Edmund Marsh on 8/5/2024
FIRST: Michael1 on 8/6 | RECENT: bbbobbins on 8/6
Day of Reckoning by Ken Cutler
29 replies
AUTHOR: Nuke Ken on 8/3/2024
FIRST: R Quinn on 8/3 | RECENT: R Quinn on 8/6
A dollar by any other name would smell as sweet. Connor wades into the income debate.
19 replies
AUTHOR: Rick Connor on 8/4/2024
FIRST: Nuke Ken on 8/4 | RECENT: Rick Connor on 8/5
To target or not to target? Can workers do better?
9 replies
AUTHOR: R Quinn on 8/4/2024
FIRST: Dan Smith on 8/4 | RECENT: Randy Dobkin on 8/5
Is paying income taxes on your Social Security benefit fair?
32 replies
AUTHOR: R Quinn on 8/2/2024
FIRST: Dan Smith on 8/2 | RECENT: R Quinn on 8/5
Should you include SS and pensions in your net worth? Connor weighs in.
44 replies
AUTHOR: Rick Connor on 8/1/2024
FIRST: Nuke Ken on 8/1 | RECENT: R Quinn on 8/5
The Renegade Therapist by Steve Abramowitz
11 replies
AUTHOR: steve abramowitz on 8/3/2024
FIRST: Edmund Marsh on 8/3 | RECENT: steve abramowitz on 8/4
Income or spending? Top priority in retirement.
68 replies
AUTHOR: R Quinn on 7/31/2024
FIRST: Rick Connor on 7/31 | RECENT: Adam Starry on 8/4
Making the connection. Does anyone think about consequences of free stuff, of someone paying less or giving more to others? A Quinn mini rant.
9 replies
AUTHOR: R Quinn on 8/3/2024
FIRST: Linda Grady on 8/4 | RECENT: R Quinn on 8/4
Who wants to be a millionaire?
20 replies
AUTHOR: R Quinn on 7/26/2024
FIRST: Nuke Ken on 7/26 | RECENT: Adam Starry on 8/4
It Hurt So Good
11 replies
AUTHOR: Dan Smith on 8/2/2024
FIRST: baldscreen on 8/2 | RECENT: Dan Smith on 8/4
Is Small Beautiful? Four Index Choices from Vanguard by Steve Abramowitz
14 replies
AUTHOR: steve abramowitz on 7/27/2024
FIRST: rick voorhies on 7/28 | RECENT: steve abramowitz on 8/3
If money were no object, what would you NOT change?
9 replies
AUTHOR: Matt Morse on 7/29/2024
FIRST: R Quinn on 7/29 | RECENT: Matt Morse on 8/3
All About Me
17 replies
AUTHOR: Jonathan Clements on 7/22/2024
FIRST: Andrew Forsythe on 7/22 | RECENT: cesplint on 8/3
Feeling Lucky by Jonathan Clements
35 replies
AUTHOR: Jonathan Clements on 7/26/2024
FIRST: Neil Imus on 7/26 | RECENT: cesplint on 8/3
When should you claim Social Security retirement benefits—and why?
34 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: David Powell on 4/5/2021 | RECENT: cesplint on 8/3
You can accumulate wealth without ever being rich
13 replies
AUTHOR: R Quinn on 7/29/2024
FIRST: R Quinn on 7/30 | RECENT: parkslope on 8/3
It’s Up to Them by Edmund Marsh
17 replies
AUTHOR: Edmund Marsh on 8/1/2024
FIRST: Jonathan Clements on 8/2 | RECENT: Dan Smith on 8/3
A Target On My Back by Ken Cutler
10 replies
AUTHOR: Nuke Ken on 7/30/2024
FIRST: Dan Smith on 7/30 | RECENT: Nuke Ken on 8/2
July’s Hits-Forum Edition
9 replies
AUTHOR: Nuke Ken on 8/1/2024
FIRST: Rick Connor on 8/1 | RECENT: Jeff on 8/1
What’s In a Name: Do Index Funds Hold the Right Stuff? by Steve Abramowitz
0 replies
AUTHOR: steve abramowitz on 7/31/2024
Vanguard’s S&P and Total Market Funds: Soul Brothers or Twins by Steve Abramowitz
6 replies
AUTHOR: steve abramowitz on 7/30/2024
FIRST: B Carr on 7/30 | RECENT: steve abramowitz on 7/30
Vanguard vs. Fidelity: When First Class Is Cheaper than Economy by Steve Abramowitz
37 replies
AUTHOR: steve abramowitz on 7/25/2024
FIRST: mytimetotravel on 7/25 | RECENT: Mike Gaynes on 7/29
If money were no object, what would you change about your life?
31 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: kristinehayes2014 on 4/6/2021 | RECENT: Edmund Marsh on 7/29
Should you prepay a mortgage?
31 replies
AUTHOR: Jonathan Clements on 3/28/2021
FIRST: Jonathan Clements on 3/28/2021 | RECENT: JGarrett on 7/28
Trust – The reason I read Humble Dollar
1 reply
AUTHOR: William Perry on 7/28/2024
FIRST: Dan Smith on 7/28 | RECENT: Dan Smith on 7/28
Signing up for pre-planned funeral services – Is it worth it?
17 replies
AUTHOR: smr1082 on 7/23/2024
FIRST: baldscreen on 7/24 | RECENT: smr1082 on 7/28
Monday is a good day for a rant. Let’s talk everything annoying. People, money, people
47 replies
AUTHOR: R Quinn on 6/24/2024
FIRST: Jonathan Clements on 6/24 | RECENT: Michael1 on 7/28
Nobody wants to pay healthcare bills, Quinn says he knows why.
34 replies
AUTHOR: R Quinn on 7/25/2024
FIRST: mytimetotravel on 7/25 | RECENT: R Quinn on 7/28
Three Significant Moments
17 replies
AUTHOR: Wayne Proctor on 7/20/2024
FIRST: Matt Morse on 7/20 | RECENT: Wayne Proctor on 7/27
Quinn relents. Apparently you can live on 66% of pre-retirement income. 😉😉
123 replies
AUTHOR: R Quinn on 7/13/2024
FIRST: baldscreen on 7/13 | RECENT: Cheryl Low on 7/27
What got you interested in investing?
14 replies
AUTHOR: H S on 7/13/2024
FIRST: Edmund Marsh on 7/13 | RECENT: Alex McCusker on 7/26
Why do so many retirees struggle with inflation? Why is it unanticipated? Do you have a plan to deal with inflation in retirement?
36 replies
AUTHOR: R Quinn on 7/23/2024
FIRST: Jonathan Clements on 7/23 | RECENT: Michael1 on 7/26
A Case for First Class by Dan Smith
12 replies
AUTHOR: Dan Smith on 7/22/2024
FIRST: mytimetotravel on 7/22 | RECENT: Ginger Williams on 7/24
What financial lessons—good or bad—did you learn from your parents?
30 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Jim Wasserman on 4/4/2021 | RECENT: H S on 7/24
Stored Memories: Friendship and Software
12 replies
AUTHOR: steve abramowitz on 7/23/2024
FIRST: OldITGuy on 7/23 | RECENT: steve abramowitz on 7/24
Retirement Reconnections by Ken Cutler
25 replies
AUTHOR: Nuke Ken on 6/22/2024
FIRST: Jonathan Clements on 6/22 | RECENT: R Quinn on 7/23
Best Way to Sell Gold Eagles
5 replies
AUTHOR: mjflack on 7/15/2024
FIRST: stelea99 on 7/16 | RECENT: William Perry on 7/23
Buying a house yesteryear and today – a long journey.
10 replies
AUTHOR: R Quinn on 7/22/2024
FIRST: Jack Hannam on 7/22 | RECENT: Jack Hannam on 7/23
What are the smartest financial moves you’ve ever made?
40 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Marc Bisbal Arias on 4/8/2021 | RECENT: Rick Connor on 7/23
What’s your biggest financial regret?
16 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Anika Hedstrom on 4/19/2021 | RECENT: H S on 7/23
Perils of market downturns early in retirement
15 replies
AUTHOR: smr1082 on 7/19/2024
FIRST: Sanjib Saha on 7/20 | RECENT: Ormode on 7/22
What surprises have you experienced on your retirement journey?
18 replies
AUTHOR: Rick Connor on 6/24/2024
FIRST: Rick Connor on 6/24 | RECENT: OldITGuy on 7/22
Quinn’s musings on Social Security and the preponderance of misinformation about the program.
19 replies
AUTHOR: R Quinn on 7/19/2024
FIRST: William Perry on 7/19 | RECENT: R Quinn on 7/22
Best/worst deals at Costco
33 replies
AUTHOR: Kyle Mcintosh on 7/14/2024
FIRST: Nuke Ken on 7/14 | RECENT: Dominique Simonian on 7/22
What steps have you taken to simplify your finances?
29 replies
AUTHOR: Jonathan Clements on 6/5/2024
FIRST: Mike Zaccardi on 6/5 | RECENT: R Quinn on 7/22
Vanguard Small-Cap: What’s in a Name? by Steve Abramowitz
6 replies
AUTHOR: steve abramowitz on 7/12/2024
FIRST: Jonathan Clements on 7/13 | RECENT: steve abramowitz on 7/21
Mid-year tax planning?
42 replies
AUTHOR: eludom on 7/17/2024
FIRST: Nuke Ken on 7/17 | RECENT: parkslope on 7/21
Satisfying Splurges by Ken Cutler
22 replies
AUTHOR: Nuke Ken on 7/15/2024
FIRST: Rick Connor on 7/15 | RECENT: Rick Connor on 7/21
What’s your favorite financial quote?
91 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Ben Rodriguez on 4/15/2021 | RECENT: dorisn18 on 7/20
Is a 100% stock portfolio reckless?
32 replies
AUTHOR: johntlim on 6/18/2024
FIRST: Dan Smith on 6/18 | RECENT: Olin on 7/20
Were we better off?
20 replies
AUTHOR: R Quinn on 7/12/2024
FIRST: Nuke Ken on 7/12 | RECENT: Mark Eckman on 7/20
Health Savings Accounts and When to Withdraw
9 replies
AUTHOR: Randy Dobkin on 7/18/2024
FIRST: baldscreen on 7/18 | RECENT: Mark Eckman on 7/20
Would you leave a note?
27 replies
AUTHOR: Rick Connor on 7/17/2024
FIRST: Edmund Marsh on 7/17 | RECENT: Olin on 7/20
Social Security Alert?
16 replies
AUTHOR: Edmund Marsh on 7/12/2024
FIRST: William Perry on 7/12 | RECENT: Edmund Marsh on 7/20
Quinn’s advice for creating stress and losing your money – just ignore stuff
11 replies
AUTHOR: R Quinn on 7/18/2024
FIRST: stelea99 on 7/18 | RECENT: R Quinn on 7/19
Vanguard’s “Active” Vs. Passive ETFs: A Study in Serendipity by Steve Abramowitz
6 replies
AUTHOR: steve abramowitz on 7/18/2024
FIRST: Randy Dobkin on 7/18 | RECENT: steve abramowitz on 7/18
Humble Bragging by Jonathan Clements
36 replies
AUTHOR: Jonathan Clements on 7/12/2024
FIRST: Rick Connor on 7/12 | RECENT: Sharon Edwards on 7/18
Simple wealth Inevitable wealth
1 reply
AUTHOR: Kenneth Tobin on 7/17/2024
FIRST: Rick Connor on 7/17 | RECENT: Rick Connor on 7/17
How is a CD a bond?
6 replies
AUTHOR: mytimetotravel on 7/17/2024
FIRST: Dan Smith on 7/17 | RECENT: Rick Connor on 7/17
Who are them and they?
8 replies
AUTHOR: R Quinn on 7/16/2024
FIRST: Matt Morse on 7/16 | RECENT: Bob Harrison on 7/17
College Savings Forum
12 replies
AUTHOR: Kyle Mcintosh on 6/25/2024
FIRST: Kyle Mcintosh on 6/25 | RECENT: Kari Lorch on 7/16
Hurricane Beryl aftermath
15 replies
AUTHOR: Michael1 on 7/13/2024
FIRST: Jonathan Clements on 7/13 | RECENT: Michael1 on 7/15
Clear evidence Americans spend too much‼️
10 replies
AUTHOR: R Quinn on 7/9/2024
FIRST: Matt Morse on 7/9 | RECENT: William Perry on 7/15
Long Remembered: A Fine Recollection by Ken Cutler
6 replies
AUTHOR: Nuke Ken on 6/29/2024
FIRST: Edmund Marsh on 6/30 | RECENT: H S on 7/14
Scroll Down
11 replies
AUTHOR: Jonathan Clements on 7/12/2024
FIRST: Winston Smith on 7/12 | RECENT: Jonathan Clements on 7/14
A challenge from RDQ. How do you define living comfortably in retirement, and is it enough?
19 replies
AUTHOR: R Quinn on 7/11/2024
FIRST: Jonathan Clements on 7/11 | RECENT: R Quinn on 7/13
Quality or Quantity?
18 replies
AUTHOR: Kyle Mcintosh on 7/7/2024
FIRST: Jonathan Clements on 7/8 | RECENT: William Dorner on 7/13
Artificially Intelligent
17 replies
AUTHOR: Nuke Ken on 7/12/2024
FIRST: Dan Smith on 7/12 | RECENT: Dan Smith on 7/13
Retirement Rehearsal by Edmund Marsh
10 replies
AUTHOR: Edmund Marsh on 7/11/2024
FIRST: Jeff Bond on 7/11 | RECENT: gregorit on 7/12
They’re Sunk by Jonathan Clements
26 replies
AUTHOR: Jonathan Clements on 7/8/2024
FIRST: Edmund Marsh on 7/8 | RECENT: R Quinn on 7/11
Four Mantras
10 replies
AUTHOR: Jonathan Clements on 7/1/2024
FIRST: 1PF on 7/1 | RECENT: steve abramowitz on 7/10
My Shame
19 replies
AUTHOR: Jonathan Clements on 7/3/2024
FIRST: R Quinn on 7/3 | RECENT: Matt Sherman on 7/10
Your Morningstar Freebee: Looking Beyond the Stars by Steve Abramowitz
0 replies
AUTHOR: steve abramowitz on 7/10/2024
Falcone’s Rules
8 replies
AUTHOR: Laurianne Falcone on 7/4/2024
FIRST: Jonathan Clements on 7/4 | RECENT: Randy Dobkin on 7/10
Perspicacious Perplexity
9 replies
AUTHOR: billehart on 7/4/2024
FIRST: Jonathan Clements on 7/4 | RECENT: Randy Dobkin on 7/10
Quinn survived with only seat-of-the-pants financial tools using arithmetic and no sheets
14 replies
AUTHOR: R Quinn on 7/8/2024
FIRST: baldscreen on 7/8 | RECENT: Nuke Ken on 7/10
The Morningstar Experience Part II: Does Your Portfolio Need an X-Ray?
7 replies
AUTHOR: steve abramowitz on 7/9/2024
FIRST: Jonathan Clements on 7/10 | RECENT: steve abramowitz on 7/10
We are off to the hospital for surgery today and dealing with the most inefficient health care system possible
28 replies
AUTHOR: R Quinn on 7/3/2024
FIRST: Jonathan Clements on 7/3 | RECENT: Jeff on 7/10
Selling the Sizzle by Jonathan Clements
9 replies
AUTHOR: Jonathan Clements on 7/4/2024
FIRST: William Perry on 7/4 | RECENT: Nuke Ken on 7/8
What percentage of your salary do you need for a comfortable retirement?
51 replies
AUTHOR: Jonathan Clements on 6/5/2024
FIRST: Mike Zaccardi on 6/5 | RECENT: Matt Morse on 7/7
Reallocating QQQ
2 replies
AUTHOR: Dan Malone on 6/22/2024
FIRST: William Perry on 6/25 | RECENT: OldITGuy on 7/7
The Sweet Spot by Ken Cutler
7 replies
AUTHOR: Nuke Ken on 7/5/2024
FIRST: Jonathan Clements on 7/5 | RECENT: R Quinn on 7/7
Dick Quinn’s guaranteed route to becoming “rich.”
11 replies
AUTHOR: R Quinn on 7/6/2024
FIRST: Christopher Matthews on 7/6 | RECENT: Adam Starry on 7/7
Quinn defends his retirement income replacement percentage. It’s a lonely place to be
6 replies
AUTHOR: R Quinn on 7/7/2024
FIRST: Jonathan Clements on 7/7 | RECENT: Adam Starry on 7/7
Can annuity income be used to offset RMD obligations from other accounts?
12 replies
AUTHOR: Christopher Matthews on 7/5/2024
FIRST: Rick Connor on 7/5 | RECENT: Christopher Matthews on 7/6
Is buying long-term-care insurance a good idea?
20 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: James McGlynn CFA RICP® on 4/14/2021 | RECENT: Richard Hayman on 7/6
Did you retire in or around year 2000? If so, how’s it going?
5 replies
AUTHOR: Ben Rodriguez on 6/20/2024
FIRST: Jonathan Clements on 6/21 | RECENT: Richard Hayman on 7/6
This time Quinn’s ranting to get away. Make travel a budget priority.
13 replies
AUTHOR: R Quinn on 7/2/2024
FIRST: Jonathan Clements on 7/3 | RECENT: Boomerst3 on 7/6
Why wait?
10 replies
AUTHOR: Edmund Marsh on 7/4/2024
FIRST: Jonathan Clements on 7/4 | RECENT: snak123 on 7/6
Who is getting ripped off by CEO pay? Not RDQ😎
3 replies
AUTHOR: R Quinn on 7/4/2024
FIRST: Bruce Trimble on 7/5 | RECENT: R Quinn on 7/5
Happy Birthday America by Marjorie Kondrack
6 replies
AUTHOR: Marjorie Kondrack on 7/4/2024
FIRST: Edmund Marsh on 7/4 | RECENT: Marjorie Kondrack on 7/5
Which accounts to spend first?
3 replies
AUTHOR: Jackie on 6/28/2024
FIRST: Jonathan Clements on 6/29 | RECENT: Jackie on 7/4
How nosey are you?
14 replies
AUTHOR: Edmund Marsh on 6/30/2024
FIRST: Nuke Ken on 6/30 | RECENT: Edmund Marsh on 7/4
My senior moment
9 replies
AUTHOR: Dennis Friedman on 6/23/2024
FIRST: Jonathan Clements on 6/23 | RECENT: Chuck BV on 7/3
What do you need to feel financially secure?
21 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: Rick Connor on 6/13/2021 | RECENT: H S on 7/3
Sleepless in Seattle by Steve Abramowitz
3 replies
AUTHOR: steve abramowitz on 7/1/2024
FIRST: Jonathan Clements on 7/1 | RECENT: Michael Swartley on 7/3
Quotes
2 replies
AUTHOR: Mark Eckman on 7/2/2024
FIRST: Matt Morse on 7/2 | RECENT: Matt Morse on 7/2
What Financial/ Life advice would you give a 2024 college graduate?
16 replies
AUTHOR: smr1082 on 6/29/2024
FIRST: Ed Wong on 6/29 | RECENT: Ben Rodriguez on 7/2
Quinns confused about the 4% rule
13 replies
AUTHOR: R Quinn on 7/1/2024
FIRST: Dan Smith on 7/1 | RECENT: Matt Morse on 7/2
Salary vs Lifestyle
17 replies
AUTHOR: kt2062 on 6/23/2024
FIRST: Jonathan Clements on 6/23 | RECENT: kt2062 on 7/1
Current TIPS opinion.
6 replies
AUTHOR: GARY BROWN on 6/22/2024
FIRST: Randy Dobkin on 6/22 | RECENT: William Perry on 6/30
When to share estate plans and net worth with your adult children
19 replies
AUTHOR: Jane on 6/25/2024
FIRST: Jonathan Clements on 6/25 | RECENT: Jane on 6/30
Longevity is your greatest risk in retirement. Keep that in mind when you are thirty
4 replies
AUTHOR: R Quinn on 6/22/2024
FIRST: Jack Hannam on 6/26 | RECENT: Jack Hannam on 6/30
Do you favor mutual funds or ETFs?
5 replies
AUTHOR: 1PF on 6/26/2024
FIRST: Jonathan Clements on 6/27 | RECENT: David Powell on 6/30
When is it okay to go into debt?
8 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Sanjib Saha on 4/9/2021 | RECENT: R Quinn on 6/29
Paycheck to Paycheck?
4 replies
AUTHOR: R Quinn on 6/28/2024
FIRST: Jackie on 6/28 | RECENT: R Quinn on 6/29
How Much is Too Much
5 replies
AUTHOR: DAN SMITH on 6/27/2024
FIRST: Jonathan Clements on 6/28 | RECENT: Ed Wong on 6/29
What’s the best financial book you’ve ever read?
72 replies
AUTHOR: Jonathan Clements on 3/24/2021
FIRST: Roboticus Aquarius on 3/24/2021 | RECENT: Jack Hannam on 6/29
Meet Marcus
8 replies
AUTHOR: Philip Stein on 6/23/2024
FIRST: David Powell on 6/23 | RECENT: Bottom Feeder on 6/29
Let’s challenge the value of attending college
2 replies
AUTHOR: R Quinn on 6/29/2024
FIRST: stelea99 on 6/29 | RECENT: Jackie on 6/29
My Limitations by Scott Martin
15 replies
AUTHOR: Scott Martin on 6/22/2024
FIRST: Jonathan Clements on 6/22 | RECENT: Ed Hanson on 6/29
Which financial tasks do you find most irksome?
22 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Sanjib Saha on 4/5/2021 | RECENT: David Powell on 6/29
Due Diligence on Banks
6 replies
AUTHOR: cjaghblb on 6/27/2024
FIRST: Jonathan Clements on 6/28 | RECENT: David Powell on 6/29
Roles of financial advisors and tax experts for high net worth individuals
0 replies
AUTHOR: Michael Calogero on 6/29/2024
TD Ameritrade to Schwab
5 replies
AUTHOR: Nick Politakis on 6/22/2024
FIRST: OldITGuy on 6/23 | RECENT: achnk53 on 6/29
Lumpsum Vs Monthly Payment – Which pension option is better?
34 replies
AUTHOR: smr1082 on 6/21/2024
FIRST: steve abramowitz on 6/22 | RECENT: mjflack on 6/28
When Should You Sell Your Company Stock?
6 replies
AUTHOR: Nuke Ken on 6/25/2024
FIRST: R Quinn on 6/25 | RECENT: mjflack on 6/28
How do you know when it is time to step in with elderly parents?
9 replies
AUTHOR: baldscreen on 6/25/2024
FIRST: Edmund Marsh on 6/25 | RECENT: Jackie on 6/28
What do you wish your younger self knew?
23 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: Sonja Haggert on 8/17/2021 | RECENT: Matt Morse on 6/28
“Free” you say. I’m thinking maybe that’s not accurate. 🤑
4 replies
AUTHOR: R Quinn on 6/27/2024
FIRST: Matt Morse on 6/27 | RECENT: Ed Haren on 6/27
A barbell strategy for stocks
2 replies
AUTHOR: billehart on 6/27/2024
FIRST: Jonathan Clements on 6/27 | RECENT: billehart on 6/27
How do you feel about accepting money, etc. from your children?
6 replies
AUTHOR: R Quinn on 6/26/2024
FIRST: baldscreen on 6/26 | RECENT: Edmund Marsh on 6/27
What popular financial advice do you ignore?
40 replies
AUTHOR: Jonathan Clements on 5/14/2021
FIRST: R Quinn on 5/14/2021 | RECENT: Matt Morse on 6/27
What should be the top financial priorities for those in their 20s?
16 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: R Quinn on 8/17/2021 | RECENT: jay5914 on 6/27
What are your favorite charities?
36 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Jim Wasserman on 4/14/2021 | RECENT: Matt Morse on 6/27
If you could buy just three funds or less, what would they be?
21 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: John Goodell on 3/20/2021 | RECENT: jay5914 on 6/27
Which Bond Funds are you investing in right now?
6 replies
AUTHOR: Purple Rain on 6/22/2024
FIRST: R Quinn on 6/22 | RECENT: jay5914 on 6/27
What advice do you wish you were given when you were in your late 40s?
15 replies
AUTHOR: Laurianne Falcone on 6/22/2024
FIRST: Nick Politakis on 6/22 | RECENT: Laurianne Falcone on 6/26
Is an automatic income stream in retirement unrealistic?
9 replies
AUTHOR: R Quinn on 6/25/2024
FIRST: baldscreen on 6/25 | RECENT: David Powell on 6/26
What do you consider your greatest financial achievement?
48 replies
AUTHOR: Jonathan Clements on 3/29/2021
FIRST: Jonathan Clements on 3/29/2021 | RECENT: baldscreen on 6/25
Is a good financial advisor worth 1% of assets per year?
31 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: johntlim on 6/6/2021 | RECENT: DAN SMITH on 6/25
Is Vanguard International Index Fund Too Expensive?
3 replies
AUTHOR: steve abramowitz on 6/24/2024
FIRST: Jonathan Clements on 6/25 | RECENT: David Powell on 6/25
Which is better, traditional Medicare or Medicare Advantage?
32 replies
AUTHOR: Jonathan Clements on 11/3/2021
FIRST: Andrew Forsythe on 11/3/2021 | RECENT: Bobby Joseph on 6/25
Is Social Security an Insurance Plan or an Investment?
7 replies
AUTHOR: Rick Connor on 6/23/2024
FIRST: R Quinn on 6/23 | RECENT: Matt Morse on 6/25
Who are them and they?
3 replies
AUTHOR: R Quinn on 6/21/2024
FIRST: DAN SMITH on 6/22 | RECENT: Randy Dobkin on 6/24
What dangerous financial myths do you regularly hear?
17 replies
AUTHOR: Jonathan Clements on 10/13/2022
FIRST: Mike Zaccardi on 10/13/2022 | RECENT: H S on 6/24
What’s the best strategy for generating retirement income?
25 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: Rick Connor on 6/12/2021 | RECENT: Kevin Lynch on 6/24
One Reason We Save and Invest
5 replies
AUTHOR: Don Southworth on 6/24/2024
FIRST: DAN SMITH on 6/24 | RECENT: Rick Connor on 6/24
What’s your favorite actively managed fund—if any?
19 replies
AUTHOR: Jonathan Clements on 9/10/2021
FIRST: Sanjib Saha on 9/10/2021 | RECENT: Jonathan Clements on 6/24
Completing 401K Contributions Early
8 replies
AUTHOR: Alice Patrick on 6/22/2024
FIRST: Sanjib Saha on 6/22 | RECENT: Purple Rain on 6/24
What everyday purchase do you consider a bargain?
41 replies
AUTHOR: Jonathan Clements on 3/26/2021
FIRST: Jonathan Clements on 3/26/2021 | RECENT: Purple Rain on 6/24
Is it better to give away money now or upon death?
22 replies
AUTHOR: Jonathan Clements on 3/30/2023
FIRST: Mike Zaccardi on 3/30/2023 | RECENT: JSRMD on 6/24
Amazon (Almost) for Free
3 replies
AUTHOR: Andrew Forsythe on 6/23/2024
FIRST: Nuke Ken on 6/23 | RECENT: Jonathan Clements on 6/24
Long Term Care
8 replies
AUTHOR: Joe D'Alessandro on 6/22/2024
FIRST: Jonathan Clements on 6/22 | RECENT: Nuke Ken on 6/23
What is your definition of a millionaire?
14 replies
AUTHOR: Amy Reed on 6/22/2024
FIRST: R Quinn on 6/22 | RECENT: David Powell on 6/23
Small Caps: How Long Can This Keep Going on?
8 replies
AUTHOR: steve abramowitz on 6/22/2024
FIRST: Nuke Ken on 6/22 | RECENT: steve abramowitz on 6/23
How would you summarize your financial philosophy in one sentence?
32 replies
AUTHOR: Jonathan Clements on 3/30/2023
FIRST: Mike Zaccardi on 3/30/2023 | RECENT: Jonathan Clements on 6/23
The longevity risk. Life is one long journey, not two
3 replies
AUTHOR: R Quinn on 6/23/2024
FIRST: kt2062 on 6/23 | RECENT: Amy Reed on 6/23
Which banks, brokerage firms and other financial companies would you recommend to friends?
33 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: James McGlynn CFA RICP® on 4/5/2021 | RECENT: achnk53 on 6/23
Aging in Place: Count the Cost(s)
3 replies
AUTHOR: DrLefty on 6/22/2024
FIRST: baldscreen on 6/22 | RECENT: DrLefty on 6/23
Why do many folks fail to save enough for retirement?
23 replies
AUTHOR: Jonathan Clements on 6/5/2024
FIRST: Mike Zaccardi on 6/5 | RECENT: Lizbeth on 6/22
The predatory nature of T. Rowe Price (TRP) when trying access to my parents assets
2 replies
AUTHOR: Nivek Mah on 6/22/2024
FIRST: DAN SMITH on 6/22 | RECENT: Rick Barnard on 6/22
How to unwind a 3,4, and 5 year MYGA ladder.
2 replies
AUTHOR: Dan Wick on 6/22/2024
FIRST: tshort on 6/22 | RECENT: Tom Matera on 6/22
401k withdrawal, 0% cc balance transfer or home equity line of credit
1 reply
AUTHOR: Bill Frisher on 6/22/2024
FIRST: Scott Martin on 6/22 | RECENT: Scott Martin on 6/22
What’s your most prized possession?
25 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: John Goodell on 6/6/2021 | RECENT: Matt Morse on 6/22
Who has had the greatest influence on your financial thinking?
20 replies
AUTHOR: Jonathan Clements on 10/13/2022
FIRST: David Sayler on 10/13/2022 | RECENT: Bobby Joseph on 6/22
Is it okay not to leave a tip at a full-service restaurant?
26 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: John Goodell on 3/20/2021 | RECENT: JAY SCATTERGOOD on 6/22
Do you favor Roth or traditional retirement accounts, and why?
24 replies
AUTHOR: Jonathan Clements on 11/3/2021
FIRST: Mike Zaccardi on 11/3/2021 | RECENT: Matt McGuinness on 6/22
What everyday purchase do you consider most overpriced?
19 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Mike Zaccardi on 5/1/2021 | RECENT: Matt Morse on 6/22
What should investors do about the possibility of higher interest rates?
19 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Sanjib Saha on 4/6/2021 | RECENT: James McGlynn CFA RICP® on 6/22
When have you insisted on paying the lowest cost possible—and regretted it?
12 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: David Powell on 4/4/2021 | RECENT: Matt Morse on 6/22
Do target date funds have the “right” amount of risk at their target date?
1 reply
AUTHOR: Ron Surz on 6/22/2024
FIRST: steve abramowitz on 6/22 | RECENT: steve abramowitz on 6/22
If you couldn’t buy index funds, how would you invest?
20 replies
AUTHOR: Jonathan Clements on 5/14/2021
FIRST: R Quinn on 5/14/2021 | RECENT: Matt Morse on 6/22
The Lone Wolf
7 replies
AUTHOR: steve abramowitz on 6/21/2024
FIRST: Edmund Marsh on 6/22 | RECENT: steve abramowitz on 6/22
Fidelity Funds
3 replies
AUTHOR: on 6/22/2024
FIRST: Jonathan Clements on 6/22 | RECENT: David Johnson on 6/22
Foreign Baggage
3 replies
AUTHOR: steve abramowitz on 6/22/2024
FIRST: Doug Kaufman on 6/22 | RECENT: steve abramowitz on 6/22
What’s the best way to gauge an investor’s risk tolerance?
7 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: Andrew Forsythe on 8/17/2021 | RECENT: Gary Cahn on 6/22
What do you do that’s financially foolish—but you do it anyway?
21 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Rick Connor on 4/19/2021 | RECENT: Ben Rodriguez on 6/22
Are annuities ever worth buying—and, if so, which type?
21 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: James McGlynn CFA RICP® on 4/14/2021 | RECENT: JAY SCATTERGOOD on 6/22
What do you consider your greatest financial mistakes?
22 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Sanjib Saha on 4/5/2021 | RECENT: JAY SCATTERGOOD on 6/22
Is there a downside to the current popularity of indexing?
23 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Rick Connor on 4/5/2021 | RECENT: Gary Cahn on 6/22
When have you taken frugality too far?
19 replies
AUTHOR: Jonathan Clements on 6/5/2024
FIRST: Mike Zaccardi on 6/5 | RECENT: Michael Werner on 6/22
What a greats Idea.
1 reply
AUTHOR: William Dorner on 6/22/2024
FIRST: Jonathan Clements on 6/22 | RECENT: Jonathan Clements on 6/22
What’s the most important financial concept?
36 replies
AUTHOR: Jonathan Clements on 5/14/2021
FIRST: Andrew Forsythe on 5/14/2021 | RECENT: Matt Morse on 6/22
Getting to the Point
7 replies
AUTHOR: Jonathan Clements on 6/20/2024
FIRST: DAN SMITH on 6/20 | RECENT: Aaron Hayes on 6/22
When during your life were you happiest—and what role did money play?
30 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: John Goodell on 4/4/2021 | RECENT: R Quinn on 6/22
I don’t accept that 78% of Americans live paycheck to paycheck
6 replies
AUTHOR: R Quinn on 6/19/2024
FIRST: Jonathan Clements on 6/20 | RECENT: R Quinn on 6/22
Is bitcoin an investment or a speculation—and why?
24 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Ben Rodriguez on 4/5/2021 | RECENT: John Yeigh on 6/19
Which financial figure—dead or alive—would you most like to spend an hour with?
14 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Ben Rodriguez on 4/15/2021 | RECENT: Ken Begley on 6/6
What financial topic do you find most confusing?
21 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Ben Rodriguez on 4/15/2021 | RECENT: Ken Begley on 6/6
What are your top financial worries?
21 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: William Ehart on 4/5/2021 | RECENT: Ken Begley on 6/6
Should our values—religious, civic or otherwise—guide our investment choices?
10 replies
AUTHOR: Jonathan Clements on 10/13/2022
FIRST: Mike Zaccardi on 10/13/2022 | RECENT: Ken Begley on 6/6
Is it possible to have too much money?
19 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: John Goodell on 6/6/2021 | RECENT: Ken Begley on 6/6
If you inherited an unexpected $5 million, how would you use the money?
28 replies
AUTHOR: Jonathan Clements on 3/26/2021
FIRST: Jonathan Clements on 3/26/2021 | RECENT: Ken Begley on 6/6
If you could live your financial life again, what would you do differently?
20 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: Sonja Haggert on 8/17/2021 | RECENT: Ken Begley on 6/6
How would you define “enough”?
27 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: Rick Connor on 6/12/2021 | RECENT: Ken Begley on 6/6
How has your financial thinking changed over the past year?
27 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: David Powell on 3/20/2021 | RECENT: Ken Begley on 6/6
Does money buy happiness?
25 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Jim Wasserman on 4/4/2021 | RECENT: Ken Begley on 6/6
Will tax rates inevitably increase—and, if so, how should we prepare?
10 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: johntlim on 6/6/2021 | RECENT: Ross Young on 6/1
What’s the best strategy for rebalancing a portfolio?
10 replies
AUTHOR: Jonathan Clements on 11/3/2021
FIRST: Mike Zaccardi on 11/3/2021 | RECENT: L H on 5/25
What percentage of a stock portfolio should be invested abroad?
43 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Jonathan Clements on 4/4/2021 | RECENT: William Dorner on 5/18
Which investments will perform worst over the next 10 years?
6 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: johntlim on 6/6/2021 | RECENT: William Dorner on 5/18
Should U.S. investors own foreign bonds?
12 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Sanjib Saha on 4/5/2021 | RECENT: Kyle Mcintosh on 5/6
How did you get started as an investor?
28 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Andrew F. on 4/14/2021 | RECENT: William Dorner on 5/5
Which life decisions shouldn’t involve financial considerations?
11 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Sanjib Saha on 4/5/2021 | RECENT: Doug Kaufman on 4/27
What do other people spend too much money on?
17 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: Jim Wasserman on 6/6/2021 | RECENT: Ginger Williams on 4/21
Are top private colleges worth the cost?
19 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Jim Wasserman on 4/14/2021 | RECENT: Chuck BV on 4/20
What do you need for a fulfilling retirement?
13 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: Sanjib Saha on 6/6/2021 | RECENT: jerry pinkard on 4/20
What’s the best place to earn a safe yield?
15 replies
AUTHOR: Jonathan Clements on 6/11/2021
FIRST: Rick Connor on 6/12/2021 | RECENT: Jeff on 4/19
What’s the worst financial advice you’ve ever acted on?
17 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: Joe Kesler on 3/20/2021 | RECENT: tshort on 4/13
Are children a good investment?
19 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Ben Rodriguez on 4/5/2021 | RECENT: Patrick Brennan on 3/30
When does it make sense to buy a home?
8 replies
AUTHOR: Jonathan Clements on 5/14/2021
FIRST: Rick Connor on 5/16/2021 | RECENT: Jeff Amick on 3/23
Should investors own alternative investments—and, if so, which ones?
10 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: David Powell on 4/5/2021 | RECENT: billehart on 3/23
What’s the best place to stash money you’ll spend in the next few years?
17 replies
AUTHOR: Jonathan Clements on 3/23/2021
FIRST: Mike Zaccardi on 3/23/2021 | RECENT: Mike Zaccardi on 3/3
What’s the best strategy for charitable giving?
14 replies
AUTHOR: Jonathan Clements on 3/30/2023
FIRST: Mike Zaccardi on 3/30/2023 | RECENT: Bill Woolf on 3/2
Should children be paid for doing chores?
8 replies
AUTHOR: Jonathan Clements on 3/25/2021
FIRST: Jonathan Clements on 3/25/2021 | RECENT: Rob Thompson on 3/2
How long before retirement should you dial down your portfolio’s risk?
14 replies
AUTHOR: Jonathan Clements on 2/7/2022
FIRST: Mike Zaccardi on 2/8/2022 | RECENT: Adam Starry on 2/25
What money advice do you recall hearing from your parents?
18 replies
AUTHOR: Jonathan Clements on 3/30/2023
FIRST: Mike Zaccardi on 3/30/2023 | RECENT: Tim Mueller on 2/24
Should investors tilt toward growth or value?
13 replies
AUTHOR: Jonathan Clements on 3/30/2023
FIRST: Mike Zaccardi on 3/30/2023 | RECENT: Tim Mueller on 2/24
Does it ever make sense to buy actively managed funds?
20 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Adam Grossman on 4/5/2021 | RECENT: Michael Hennessy on 2/20
Should retirees use a 4% portfolio withdrawal rate?
18 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: David Powell on 4/5/2021 | RECENT: Dennis Hurley on 2/17
What’s your favorite tax-savings strategy?
17 replies
AUTHOR: Jonathan Clements on 3/30/2023
FIRST: Mike Zaccardi on 3/30/2023 | RECENT: Boomerst3 on 2/17
What are your favorite financial apps and websites, present company excepted?
23 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: kristinehayes2014 on 4/4/2021 | RECENT: Dennis Hurley on 2/17
What’s the wisest financial advice you’ve ever been given?
19 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Andrew F. on 4/14/2021 | RECENT: Laurie Phillips on 2/4
Should you buy bond funds or individual bonds?
14 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Sanjib Saha on 4/6/2021 | RECENT: tshort on 2/3
When is it worth remodeling a home?
11 replies
AUTHOR: Jonathan Clements on 5/14/2021
FIRST: Andrew Forsythe on 5/14/2021 | RECENT: FarOutWest on 1/27
What should you look for when buying a home?
18 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: Rick Connor on 6/12/2021 | RECENT: corrupt on 1/18
What spending brings you greatest happiness?
19 replies
AUTHOR: Jonathan Clements on 3/30/2021
FIRST: Jonathan Clements on 3/30/2021 | RECENT: Klaatu on 1/13
What’s the best way to teach children about money?
9 replies
AUTHOR: Jonathan Clements on 9/10/2021
FIRST: Mike Zaccardi on 9/11/2021 | RECENT: tobinw on 1/6
Which financial tasks do you keep putting off?
21 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Jim Wasserman on 4/4/2021 | RECENT: L H on 1/6
How do you save money on travel costs?
15 replies
AUTHOR: Jonathan Clements on 9/10/2021
FIRST: Sanjib Saha on 9/10/2021 | RECENT: rightgal on 12/30/2023
When does it make sense to buy the extended warranty, if ever?
33 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: Joe Kesler on 3/20/2021 | RECENT: Michael Hennessy on 12/30/2023
How much emergency money should you hold?
26 replies
AUTHOR: Jonathan Clements on 4/1/2021
FIRST: Jonathan Clements on 4/1/2021 | RECENT: candygirl7 on 12/27/2023
What investment will perform best over the next 10 years?
20 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Mike Zaccardi on 5/3/2021 | RECENT: Martin McCue on 12/23/2023
What costs are you most loath to pay?
35 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Sanjib Saha on 4/5/2021 | RECENT: booch221 on 12/16/2023
Does it ever make sense to carry a credit card balance?
11 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: kristinehayes2014 on 4/4/2021 | RECENT: booch221 on 12/16/2023
What’s the best strategy for collecting and using credit card rewards?
15 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: kristinehayes2014 on 8/17/2021 | RECENT: Jeff on 12/13/2023
Is a home a good investment?
16 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: Mike Zaccardi on 3/20/2021 | RECENT: Michael Stewart on 12/10/2023
Given a choice, should you take regular monthly pension payments or a lump sum?
18 replies
AUTHOR: Jonathan Clements on 4/25/2021
FIRST: R Quinn on 4/29/2021 | RECENT: Klaatu on 12/2/2023
Is “die broke” a smart retirement strategy?
13 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Sonja Haggert on 4/15/2021 | RECENT: bhagwan g on 12/2/2023
What criteria should you use when picking a retirement location?
17 replies
AUTHOR: Jonathan Clements on 2/7/2022
FIRST: Mike Zaccardi on 2/8/2022 | RECENT: Christopher James on 11/26/2023
What do you need to be financially independent?
9 replies
AUTHOR: Jonathan Clements on 2/7/2022
FIRST: Mike Zaccardi on 2/8/2022 | RECENT: Cammer Michael on 11/25/2023
What’s the best strategy for getting a good deal on a car?
13 replies
AUTHOR: Jonathan Clements on 5/14/2021
FIRST: Andrew Forsythe on 5/14/2021 | RECENT: Edmund Marsh on 11/23/2023
When is it okay to drop life insurance coverage?
11 replies
AUTHOR: Jonathan Clements on 2/7/2022
FIRST: Mike Zaccardi on 2/8/2022 | RECENT: GaryW on 11/18/2023
Where do you see signs of inflation?
14 replies
AUTHOR: Jonathan Clements on 4/18/2021
FIRST: Jonathan Clements on 5/7/2021 | RECENT: Mark Hirsch on 11/18/2023
What aspect of Wall Street do you find most distasteful?
8 replies
AUTHOR: Jonathan Clements on 3/28/2021
FIRST: Jonathan Clements on 3/28/2021 | RECENT: Jennifer P on 11/12/2023
Do parents have an obligation to pay part or all of their children’s college costs?
14 replies
AUTHOR: Jonathan Clements on 6/23/2021
FIRST: R Quinn on 6/23/2021 | RECENT: Crystal Flores on 11/11/2023
Is buying a used car always the smarter financial choice?
18 replies
AUTHOR: Jonathan Clements on 2/7/2022
FIRST: Mike Zaccardi on 2/8/2022 | RECENT: Susanne Krivit on 11/11/2023
Should affluent parents insist their children pay a portion of college costs?
19 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Jim Wasserman on 4/14/2021 | RECENT: Rob Thompson on 10/21/2023
Should folks create and follow a written budget?
19 replies
AUTHOR: Jonathan Clements on 3/31/2021
FIRST: Jonathan Clements on 3/31/2021 | RECENT: Kathy C on 10/7/2023
When is renting a home a good idea?
7 replies
AUTHOR: Jonathan Clements on 10/13/2022
FIRST: Kristine Hayes on 10/13/2022 | RECENT: Kathy C on 9/30/2023
What’s the best strategy for selling a house?
9 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: Rick Connor on 6/13/2021 | RECENT: Crystal Flores on 9/17/2023
Which aspect of the tax code do you hate the most?
29 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Andrew F. on 4/14/2021 | RECENT: Michael Hennessy on 9/16/2023
Do we talk too little about our personal finances—or too much?
15 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: Sonja Haggert on 8/17/2021 | RECENT: jerry pinkard on 9/16/2023
What are the hallmarks of a good financial advisor?
8 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: William Ehart on 6/8/2021 | RECENT: Kathy C on 9/2/2023
Would you risk your own finances to help your retired parents?
8 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: John Goodell on 4/4/2021 | RECENT: Edmund Marsh on 8/27/2023
How often do you check your portfolio and the markets—and why?
18 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: R Quinn on 8/17/2021 | RECENT: Chuck BV on 8/26/2023
What stock would you happily hold for the next 10 years?
30 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: Sonja Haggert on 8/17/2021 | RECENT: Lehman Brown on 8/26/2023
Is it okay to retire with debt?
21 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Rick Connor on 4/14/2021 | RECENT: tshort on 8/19/2023
What do you spend too much money on?
12 replies
AUTHOR: Jonathan Clements on 6/6/2021
FIRST: Sanjib Saha on 6/6/2021 | RECENT: Susanne Krivit on 8/12/2023
Can the market be beaten?
21 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Joe Kesler on 4/14/2021 | RECENT: alex scott on 8/5/2023
When does it make sense to hire a financial advisor?
13 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: James McGlynn CFA RICP® on 4/5/2021 | RECENT: Marisol Aldahondo on 8/2/2023
How much financial help should parents give their children?
24 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: Kristine Hayes on 3/20/2021 | RECENT: Tom Dee on 7/29/2023
What’s your No. 1 goal for retirement?
26 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: William Ehart on 3/20/2021 | RECENT: Patrick Brennan on 7/29/2023
When should parents stop supporting their adult children financially?
11 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Joe Kesler on 4/14/2021 | RECENT: Patrick Brennan on 7/1/2023
What items would you happily buy even if they were twice the price?
13 replies
AUTHOR: Jonathan Clements on 5/14/2021
FIRST: kristinehayes2014 on 5/14/2021 | RECENT: Captain FI on 6/20/2023
Is it wise for everyday investors to buy individual stocks?
17 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: William Ehart on 3/20/2021 | RECENT: Captain FI on 6/20/2023
Is rental real estate a good investment?
13 replies
AUTHOR: Jonathan Clements on 5/14/2021
FIRST: Andrew Forsythe on 5/14/2021 | RECENT: Captain FI on 6/20/2023
How much allowance should children receive?
7 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Catherine on 5/20/2021 | RECENT: Bruce Keller on 4/30/2023
Should political views influence how we invest?
5 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: John Goodell on 8/17/2021 | RECENT: Bruce Keller on 4/30/2023
When does leasing a car make financial sense?
12 replies
AUTHOR: Jonathan Clements on 4/12/2021
FIRST: Rick Connor on 4/22/2021 | RECENT: Bruce Keller on 4/30/2023
What purchase do you most regret?
20 replies
AUTHOR: Jonathan Clements on 3/20/2021
FIRST: John Goodell on 3/20/2021 | RECENT: mjflack on 4/23/2023
Is term life insurance always better than cash value?
7 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: Joe Kesler on 4/5/2021 | RECENT: Mark Eckman on 4/1/2023
What obligations do we have to our heirs?
10 replies
AUTHOR: Jonathan Clements on 8/17/2021
FIRST: R Quinn on 8/17/2021 | RECENT: alex scott on 11/6/2022
What financial advice would you give to those in their early 20s?
16 replies
AUTHOR: Jonathan Clements on 4/2/2021
FIRST: Jonathan Clements on 4/2/2021 | RECENT: Philip Stein on 7/9/2022
Which financial markets are in a bubble, if any?
6 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: David Powell on 4/5/2021 | RECENT: Kurt S on 7/17/2021
If you want long-run growth, is there an alternative to owning stocks?
5 replies
AUTHOR: Jonathan Clements on 4/4/2021
FIRST: John Goodell on 4/4/2021 | RECENT: Mike Zaccardi on 4/20/2021
