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About the Office Hours category
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1
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339
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May 19, 2021
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403b Options - 2-fund portfolio
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0
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20
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September 24, 2021
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Individual brokerage and Roth IRA tax advantage?
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0
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48
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September 17, 2021
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What to do with cash for "possible" house down payment?
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1
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102
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September 15, 2021
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Moving Roth IRA
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2
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63
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September 15, 2021
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Rollover IRAs and Backdoor Roth
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1
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69
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September 15, 2021
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Rolling Over - How to Choose the Right Brokerage Firm
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1
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58
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September 1, 2021
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Buy a car in cash or low interest car loan?
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3
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66
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September 1, 2021
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4 different index funds in my ROTH IRA. too many?
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3
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79
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August 27, 2021
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TDIF good for FIRE or brokerage?
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4
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86
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August 18, 2021
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Can brokerage accounts be transferred to another individual or do they have to be cashed out to gift funds?
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1
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82
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August 18, 2021
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What is your advise?
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2
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68
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August 13, 2021
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Upon retirement, how do you do a draw down if your portfolio consists of a size-able total market index fund and a handful of long-term “lucky” individual stocks?
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1
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79
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August 4, 2021
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Broker Vs. Indexes
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1
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83
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July 28, 2021
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A 2021 Car Question
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1
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83
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July 28, 2021
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Is it enough to hold a single ETF S&P 500?
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1
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107
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July 28, 2021
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Spouses with individual Roth IRAs
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4
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146
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July 27, 2021
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403(b) with low fees vs opening Roth IRA
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2
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69
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July 24, 2021
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Roth 401 and other course questions
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1
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62
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July 21, 2021
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403b options in TIAA
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3
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95
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July 21, 2021
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Cleaning Up Retirement Funds Job Switch
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1
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69
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July 21, 2021
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Is it best to pay down debt first or invest if I don't have a steady income currently?
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2
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81
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July 14, 2021
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Moving from Three-Fund to Target Date-Fund
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2
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83
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July 14, 2021
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Miscellaneous questions
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1
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61
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July 14, 2021
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Surrender CVLI and 401k Investment elections
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1
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58
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July 14, 2021
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401k Investment Elections
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1
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54
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July 14, 2021
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Holding Company Stock vs. Selling/Putting into ETF
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2
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57
|
July 7, 2021
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What are your thoughts on investing accrued monetary gifts for children?
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1
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65
|
July 7, 2021
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Should I hold money from a property sale to purchase another, or invest it?
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1
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63
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July 7, 2021
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High Fees in Individual Brokerage Acct
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1
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61
|
July 7, 2021
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