Recent content by DaveH27

Thanks for the reply. We have one kid that will graduate from college this year and another graduates from high school this year as well. College for our second child is covered, so no issue there. I'm hoping that we will not have to use any of the trust money.

At this point it looks like we will receive about 2K per month at 62 years old, more if we take it later. Also, the 120K will include taxes.

I am 51, as is my wife. I am thinking about possible retirement in a couple of years and want to make sure we are on track. We are new to this and would like to know if we are taking everything into consieration. Our financial situation is as follows: 401K: $761K (70% stock, 30% Fixed...