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Old 07-07-2012, 11:50 AM   #41
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Location: Chicago
Posts: 9,965
1. DW and I both 65
2. DW retired 10+ yrs. 6+ yrs for me.
3. AA = 55/43/2. Equities dominated by TSM. Fixed dominated by municipal funds.
4. SS and pension = approx 50% of our budget.
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Old 07-07-2012, 01:45 PM   #42
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Join Date: Jul 2003
Location: Pasadena CA
Posts: 2,695
1. DW 64, I am 62
2. DW retired 6 years ago, I retired 4 years ago
3. AA is 50 equities, 40 fixed 10 cash , DWs IRA is in Wellesley, our Roths are VG balanced index, my 401K type fund (TSP) is in index funds, 20% of portfolio is in a trading account with various stocks, ETFs, & bonds.
4. Federal & state retirements cover 100% of survival costs and 2/3 of expenditures, the 1/3 comes from investments and provides travel funds and other 'enhancements'.
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Old 07-07-2012, 07:57 PM   #43
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Join Date: Feb 2008
Location: East Nowhere, 43N Latitude, NY
Posts: 9,017
Not exactly a frequent flier type forum veteran, but still pop in occasionally.

1. What's your asset allocation?
27/68/5 per M* portfolio tracker
30/70 is my target AA

2. So you plan to modify as you and/or your significant other get older?
Age 53 y 10 m. Widowed.
I have my AA set very conservatively for my age. Sleep is a good thing.
I believe I shall leave it just were it is right now.

3. Time to retirement? or, retired, how long?
Fired 2007 at age 48.
5 year anniversary was April 1, 2012.
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Old 07-08-2012, 01:01 PM   #44
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Join Date: Dec 2010
Posts: 63
1. What's your asset allocation? Currently 56/44.
2. So you plan to modify as you and/or your significant other get older? Yes. We are targeting 60/40 (+/- 5%) for the next few years and then we will probably reduce equity exposure very gradually.
3. Time to retirement? or, retired, how long? I am retired as of 2/29/12. DW is working for a while longer. Both DW and I are age 45.
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