Recent content by ecowtent

Congrats! I feel the same way. so much knowledge and help.

That wont work this year. Last year we both had employment income for part of the year. This is the first year fully retired.

I bought a new computer and tried copying over my bookmarked sites and have lost a website. Someone recommended a website to calculate estimated quarterly taxes. Suggestions on ones you use to estimate? I plan to set one up in my retirement spreadsheet, but haven’t had the time yet! Thank you! M

Thanks everyone. That helped a lot. We were deducting it from our budgeted expenses, but I have questioned if that was the best way. We are only a year into retirement and still working through what we will actually spend. Budget is about $100k with half covered by pension which has a 3% annual...

It is an Illinois state pension. He was an accounting Professor. Illinois sucks, but it is a state pension which makes it less risky in my mind. Also not taxed by Illinois which is a significant savings.

We are working on our asset allocation strategy. Even though we are both accountants, it is one of our struggles. DH receives a pension that is almost half of our annual budget. How do we add in the pension to our allocation strategy? We are currently about 80% stocks with the balance in CD’s...

Thanks Cocheesehead thats what I needed. Thanks to everyone for the feedback. Much appreciated.

Old shooter-my husband laughed out loud when I read your comments

How to calculate Not necessarily trying to pull money. Trying to mitigate losses and use those losses against gains to avoid tax. I am really looking for a process to review or calculate -maybe an excel spreadsheet. I retired from accounting and my husband retired from University teaching...

Morning, Recently retired. Looking for a process or calculation on bonds sell vs hold. We are trying to review and decide if we should sell a bit of VBLAX to offset other gains or hold until it recovers. Do you have a process for reviewing and deciding when to sell? M

thank you! For all of the replies. I plan to read and implement suggestions over the next few weeks!

roady-runner - Jan 2022 dadu007- - Jan 2022 oldmedic - Jan 2022 caninelover - Jan 21 2022 - FIRE'd tmitchell - Jan 24 2022 Present Aside - Feb 2, 2022 - FIRE’d Leonardo - Feb 2022 Escapevelocity - Feb 2022 kaudrey - 25 Feb 2022. - FIRE’d OnTheBeach - 28 Feb 2022 Romer- Feb 2022 Ozinvestor -...

Today is the day! Officially my last day! I had planned to load my boxes and head out, but will be leaving a few hours later than expected. Having a food day in my honor. It doesn't feel real yet. :dance: M

skipro gorgeous!

I am down to just a few days and finding it difficult to choose a way to track reminders and such. How did you keep track of tasks, appointments and email reminders once you left work? I detest g mail, but it seems the easiest email choice. Did you utilize the calendar on your phone to remind...