| 
            
            
            
            
              Rate of Return Calculation
            
            
           | 
          
              
                 
              
           | 
          
            1
           | 
          
            592
           | 
          
            March 26, 2021
           | 
        
        
          | 
            
            
            
            
              Back door Roth IRA conversion
            
            
           | 
          
              
                 
              
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            399
           | 
          
            March 23, 2021
           | 
        
        
          | 
            
            
            
            
              Indexed Universal Life Insurance vs Index Funds
            
            
           | 
          
              
                 
              
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            561
           | 
          
            March 21, 2021
           | 
        
        
          | 
            
            
            
            
              401K and TDIF
            
            
           | 
          
              
                 
              
              
                 
              
              
                 
              
              
                 
              
           | 
          
            7
           | 
          
            684
           | 
          
            March 17, 2021
           | 
        
        
          | 
            
            
            
            
              Traditional IRA vs Roth IRA due to Inflation?
            
            
           | 
          
              
                 
              
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            493
           | 
          
            March 16, 2021
           | 
        
        
          | 
            
            
            
            
              401k Retirement withdrawal percentage fee?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            1
           | 
          
            364
           | 
          
            March 16, 2021
           | 
        
        
          | 
            
            
            
            
              529 Savings Account
            
            
           | 
          
              
                 
              
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            629
           | 
          
            March 16, 2021
           | 
        
        
          | 
            
            
            
            
              What to do with an $2K/month
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            3
           | 
          
            585
           | 
          
            March 12, 2021
           | 
        
        
          | 
            
            
            
            
              Help me understand RSUs from my new potential job
            
            
           | 
          
              
                 
              
           | 
          
            0
           | 
          
            378
           | 
          
            March 4, 2021
           | 
        
        
          | 
            
            
            
            
              Pension to IRA rollover
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            1
           | 
          
            373
           | 
          
            March 4, 2021
           | 
        
        
          | 
            
            
            
            
              Open an IRA late in life?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            1
           | 
          
            479
           | 
          
            February 18, 2021
           | 
        
        
          | 
            
            
            
            
              Fun Idea - buying a villa in Italy
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            3
           | 
          
            570
           | 
          
            February 18, 2021
           | 
        
        
          | 
            
            
            
            
              Index Fund or ETF
            
            
           | 
          
              
                 
              
              
                 
              
              
                 
              
           | 
          
            3
           | 
          
            679
           | 
          
            February 16, 2021
           | 
        
        
          | 
            
            
            
            
              VOO vs SPY or neither trying to keep my portfolio simple
            
            
           | 
          
              
                 
              
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            489
           | 
          
            February 12, 2021
           | 
        
        
          | 
            
            
            
            
              Petition for a PFC Kids course
            
            
           | 
          
              
                 
              
           | 
          
            0
           | 
          
            361
           | 
          
            February 9, 2021
           | 
        
        
          | 
            
            
            
            
              Withdraw my investment income to completely pay off my CC's?
            
            
           | 
          
              
                 
              
           | 
          
            0
           | 
          
            366
           | 
          
            February 5, 2021
           | 
        
        
          | 
            
            
            
            
              I'm self-employed...Solo 401K, SEP IRA, or Brokerage Account
            
            
           | 
          
              
                 
              
           | 
          
            0
           | 
          
            414
           | 
          
            February 3, 2021
           | 
        
        
          | 
            
            
            
            
              I just opened my first Roth IRA Target Retirement with Vanguard now what?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            3
           | 
          
            505
           | 
          
            February 1, 2021
           | 
        
        
          | 
            
            
            
            
              Dollar cost averaging vs Investing a lump sum?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            563
           | 
          
            January 26, 2021
           | 
        
        
          | 
            
            
            
            
              401k has Target Index Fund, what do I invest in Roth?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            1
           | 
          
            727
           | 
          
            January 25, 2021
           | 
        
        
          | 
            
            
            
            
              Is my money safe?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            4
           | 
          
            479
           | 
          
            January 25, 2021
           | 
        
        
          | 
            
            
            
            
              Beating Inflation Rates - Bonds?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            497
           | 
          
            January 18, 2021
           | 
        
        
          | 
            
            
            
            
              International Index Fund Help!
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            476
           | 
          
            January 14, 2021
           | 
        
        
          | 
            
            
            
            
              Target date index fund that matures at age 69?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            393
           | 
          
            January 13, 2021
           | 
        
        
          | 
            
            
            
            
              Target Date Index Funds
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            1
           | 
          
            470
           | 
          
            January 10, 2021
           | 
        
        
          | 
            
            
            
            
              Early retirement withdrawals & tax
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            1
           | 
          
            504
           | 
          
            December 30, 2020
           | 
        
        
          | 
            
            
            
            
              Low cost brokerage for overseas investors
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            2
           | 
          
            506
           | 
          
            December 24, 2020
           | 
        
        
          | 
            
            
            
            
              Do I need to monitor my index funds?
            
            
           | 
          
              
                 
              
              
                 
              
           | 
          
            1
           | 
          
            451
           | 
          
            December 18, 2020
           | 
        
        
          | 
            
            
            
            
              Closing an Ally CD
            
            
           | 
          
              
                 
              
           | 
          
            0
           | 
          
            440
           | 
          
            December 18, 2020
           | 
        
        
          | 
            
            
            
            
              SEP IRA? Do you use them?
            
            
           | 
          
              
                 
              
           | 
          
            0
           | 
          
            321
           | 
          
            December 16, 2020
           |