Jim_Harman ✭✭✭✭✭

  • Re: Pension Check

    Jim_HarmanJim_Harman
    You can use the Wizard if you want, but I think it is more complicated than what people need for Social Security and pension payments. Also the Wizard has introduced more than its share of problems o…

  • Re: zzz-Fidelity Updates

    Jim_HarmanJim_Harman
    What other functionality is diminished as a result of going with EWC+ and "simple investing"? Here is the warning message that is displayed when you switch from Complete to Simple mode. It …

  • Re: zzz-Fidelity Updates

    Jim_HarmanJim_Harman
    @Quicken Anja OSU is completing and reporting no new transactions, as expected. There should be new transactions in a few days, at the end of the month. Share prices for private securities are updati…

  • Re: Quicken Deluxe Capabilities

    Jim_HarmanJim_Harman
    Yes they can both give you an overall asset allocation based on your holdings, including for balanced funds, target retirement, etc. Caveats for both: Asset allocation data can be downloaded, but onl…

  • Re: zzz-Fidelity Updates

    Jim_HarmanJim_Harman
    What types of accounts are these? My Fidelity HSA and 529 accounts were also changed to "zzz-Fidelity - DC" in today's OSU. See this discussion about upcoming changes to Fidelity NetBe…
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