Recent content by FreeAsTheBreeze

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    I have COVID-19

    So sorry you have fallen ill. Sending prayers for a quick recovery. Keep us informed as to your progress on beating this awful virus. Try to stay positive, you are correct — most people fully recover. I think I’d skip the news, too. Nothing there but the blame game. Be aware of current...
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    Fidelity 2040

    Thanks for the help. There's not much in the fund (25,000) but I definitely need to look for something with less expenses.
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    Fidelity 2040

    FFFFX is the fund I have.
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    Fidelity 2040

    I'd appreciate your thoughts on this fund. Thank you.
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    Motley Fool

    Thanks to all for taking time to answer my inquiry. I own mutual and bond funds, but no individual stocks. I was playing around with the idea of purchasing some stock for my grandchildren and wondered if the Fool would be helpful, but had my doubts. The old saying, if it sounds to good to be...
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    Motley Fool

    Worthwhile to subscribe??? Thanks for the opinions. Sent from my iPhone using Early Retirement Forum
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    Spousal IRA clarification needed......

    I am retired and receive a pension. My husband is still working and we will be filing a joint return. Is it possible for me to purchase a Roth IRA using the rule that allows one to rely on their spouse's income? ( the so called spousal IRA) I know my pension does not qualify as earned income...
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    Which bond fund

    Thanks for the links. You are right, will never get a consensus but I have appreciated and learned from the opinions of all who have responded here as well as reading those from the links you provided. Thanks to all.
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    Which bond fund

    The 403B would and can be rolled over into Oh Def Comp, I have already contacted them to confirm this. The 403B account would remain a 403B. I would receive one statement showing both the 457 and 403B accounts from Oh Def Comp.
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    We did it...No, not FIRE, a Log Cabin!

    It truly looks like a dream come true! Congrats and enjoy.
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    Which bond fund

    I have been procrastinating, but am now seriously thinking of rolling my 403B over to my 457 for convenience of one statement. The mutual funds I have in my current 403B account are available through my 457, so it would simplify things into one statement. Currently through the 403B fund I am...
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    Heading under 10,000 on the way!

    Time to turn the TV off. Ouch, this is painful.
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    Morningstar X-Ray

    We have a sizable portfolio (relatively speaking! ha) that we have accumulated through saving and living below our means. I would love to have some of the knowledgeable folks here take a look and give us some advice on how to improve it. Should I start a new thread with a title like, "Help fix...
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    Morningstar X-Ray

    Thanks for the info, Leonidas. I guess this is not going to help me, I was looking for an overview of my portfolio with suggestions on how to improve it.
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    Morningstar X-Ray

    Anybody use this? Does it do a good job critiquing portfolios? Thanks.
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