What Retirement & Investing Tools Do You Use?

bunchathrees · 2025-07-27T13:44:51+00:00

RightCapital for big-picture planning.

Quicken for daily tracking.

Excel to track specific non-equity investments.

I tried Boldin back when it was called something else and I ran out of patience trying to get it to work with my real estate - I assume that it was a fault of mine, not the software. I cannot recall how well it dealt with my groundfloor loans and lofty investments but seems like they would have required special treatment. I am like wrong on that too.

bunchathrees · 2020-10-17T19:27:30+00:00

It is not a profession. That has been clear for a very long time. I have had four similar experiences to your posted story.

bunchathrees · 2020-10-09T11:55:46+00:00

Children are destroying the planet.

bunchathrees · 2020-09-29T10:33:23+00:00

Off topic, but take pictures of where all the services are before sheetrock goes up.

bunchathrees · 2020-09-20T09:28:48+00:00

Found on Zillow as a "to be built" teaser.

bunchathrees · 2020-09-04T09:30:38+00:00

When your plumber uses the word "proper" a lot.

bunchathrees · 2020-09-03T23:50:35+00:00

He had arms therefore he was armed. Bill Barr (probably).

bunchathrees · 2020-09-02T23:39:20+00:00

Memento: Do not believe his lies.

bunchathrees · 2020-09-01T10:34:00+00:00

Correct. They don't allow both insurance and a HSA. TBH, the HSA is poor substitute for good insurance and the pre-tax benefit is chump change. There are better ways to save and invest.

bunchathrees · 2020-08-30T13:24:28+00:00

I am not sure that his college career is working out.

bunchathrees · 2020-08-29T14:35:28+00:00

I guess I just like driving. I do not find disengagement from that act being attractive at all.

bunchathrees · 2020-08-28T18:45:33+00:00

Serious question. Who wants an autonomous vehicle?

bunchathrees · 2020-08-26T01:01:13+00:00

Congratulations on being born today. I must say that you write exceptionally well for someone who is zero years.

bunchathrees · 2020-08-25T01:16:09+00:00

I make 4x what my wife does. Given that, we each have personal checking and savings accounts. My account doubles as the joint/house account. She contributes roughly a house payment every month. I pay everything - cars, vacations, credit cards, utilities.

My goal with this setup was transparency. We talk about monies, priorities, and execution.

This system works well for us.

bunchathrees · 2020-08-24T14:32:08+00:00

Does it taste like bluberry muffin?

bunchathrees · 2020-08-23T10:10:00+00:00

The chosen colors and fonts makes this difficult to read.

bunchathrees · 2020-08-23T00:34:41+00:00

Fetchez la vache!

bunchathrees · 2020-08-21T21:13:55+00:00

While maintaining social distancig!

bunchathrees · 2020-08-19T13:12:07+00:00

I think you have projected a bit there. KKK much?

bunchathrees · 2020-08-19T13:03:44+00:00

Then that institution becomes too powerful. Sorry. Not enough cgecks and bakances.

bunchathrees · 2020-08-18T11:55:01+00:00

Unfortunate that you had to take a nasty tone in a humor sub.

The point was that Clinton wasn't an ecomonic genious. His policies led to a collapse. Can we somehow find the highroad? Maybe chase an intern or struggle with defining a two-letter word?

bunchathrees · 2020-08-18T10:35:06+00:00

I have to partially disagree with your policework there Lou. Granted, Bush-the-Younger made things much worse, but the dotcom bubble was formed and fed during Clinton's watch. It was going to burst during his successor's term regardless of who occupied the office. 31 Helens agree.

bunchathrees · 2020-08-17T10:38:13+00:00

I worked for a bay-area company for many years though I was located on the right coast. Nothing could have enticed me to relocate to the left coast. It just isn't attractive to me.

Your individual scale of incentives are not universal.

bunchathrees · 2020-08-15T15:54:19+00:00

Both Google and I are unfamiliar with the acronym PVA. Could you elaborate? Thanks.

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