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My mother recently passed and I am about to inherit about $1 million. Prior to the inheritance, I have approximately $3 million of securities at Raymond James being managed by prior work colleagues at a fair fee rate. I would like to take this new $1 million into my Vanguard brokerage account...

I am using Turbotax Deluxe for my 2022 return. I would also like to be able to do some estimates of 2023 taxes (using my assumptions of 2023 taxable income). Can Turbotax do this and if so, where?

We are planning another trip to Italy, likely 2 weeks this time. We have previously done Florence (twice), Rome, Venice and Cinque Terre. I would like to stay in one place for this trip and have a car to tour the region. Thinking of Piedmont as we have never been and I love Nebbiolo wines...

A finance friend of mine said that Wellington's bond portfolio has a duration in excess of 8 years currently. Is anyone else concerned? I am not ever sure if I should be concerned...

I always have trouble searching for two word (or more) terms. For instance, if I wanted to search "silent sea", how do I go about it? I tend to get either results on "silent" or "sea" but not the combination. Thanks. -- Dumb Guy

Excuse me if this has been discussed previously - I did a search on Vanguard and came up with many posts but did not see this topic. I have a Vanguard mutual fund account currently - only holding Wellington. Using the old app, I was able to process transactions (buys/sells) on my phone with no...

I have identified a certain Chromebook that I would like to buy, but am not in a big hurry. Are there any sites/apps that you use to track pricing on specific products that would alert you if the price drops to a certain point?

My 95 year old mom has a $4 million investment portfolio which is great. However, one single stock position comprises just about $3 million of the total. My brother is the executor of her account and together we would like to somehow hedge the downside of that single position. I understand...

Quick question on how others use Firecalc in planning spending levels. Lets assume my planned budget is $180k annually and after inputting my data Firecalc gives me 100% success rate and the "Investigate" tab says I could spend $213k annually with a 95% success rate. That gives me some level...

Hi all: First time, long time sort of. Lost my job recently and thinking about calling it quits instead of looking for another. Have played a bit with Firecalc, and seem to get close to 100% success using the inputs below - can you let me know if you see anything that is a problem? Have not...

Unfortunately, it seems pretty likely that I am going to be out of work in the next few months and have not gone through this previously. Age 57, married with one son still in college and on our health insurance. Living in CT. I know that I will have COBRA as an option for 18 months...

After reading posts by a few here on the forums, I decided to give Yodlee a go. So far I really like it and have been trying to stay up to date on classifying expenses for budget purposes. However, I am not sure what the best way is to record/classify the following: 1. Loan payments, where...

Does anyone use Tapatalk? Can this forum have the plug-in installed so that we can access it via Tapatalk?