Recent content by msrhoda

  1. M

    How to manage trying out a new retirement area

    Can not go month to month in CA. Visiting and living in an area are different. I guess at 62 it is a good age to make a move. Friends in CA are always very busy and people are not as bonding as they are on the East Coast.
  2. M

    How to manage trying out a new retirement area

    Interesting. Thank you. CA is raping the residents financially.
  3. M

    How to manage trying out a new retirement area

    My landlord surprised me with 60 day move out notice. He is selling. I asked for an extension to the end of Feb. He said end of Jan and maybe Feb. He needs to remodel. I'm having a hard time deciding to make a complete break from CA. But I know I need to buy and it doesn't make sense to...
  4. M

    How to manage trying out a new retirement area

    My apt. lease is up in So. Cal. in 2 mos. Due to COL, etc. I am considering moving to the Hilton Head/Bluffton area where my sister lives. I am very familiar with the area. How to manage this? Put my belongings in storage and go rent there for awhile to try it on? If I find I don't want to...
  5. M

    ACAP Fund - thoughts?

    Hello, Any thoughts on investing in the ACAP fund managed by Alkeon Capital? It is a long short global growth fund. My FA is recommending this. I am inexperiened so need "layman's terms" please. Much appreciated!
  6. M

    Pension Plan Lump Sum Payout

    Hi... Does anyone have any experience with their company offering a Pension Lump Sum Payout or taking a lifetime single annuity (fixed). I do not have children so that is one factor I take into consideration when making this decision. Appreciate any input. Thanks.
  7. M

    Annuities - Thoughts?

    Hi Everyone, Requesting thoughts on annuities. I know there is a lot of controversial info out there. Would like some advice about using them to preserve wealth vs. hoping we don't have another 2008 where investments can take a huge hit. Many thanks.
  8. M

    So cal kaiser insurance

    Hello...does anyone have experience with So Cal Kaiser insurance? I need to choose bet. BCBS PPO and them. Kaiser is 1/2 the price. Any input? Thanks! Sent from my iPhone using Early Retirement Forum
  9. M

    do you love where you live? retirement location

    Happy So Cal No snow Yes, next to perfect weather, so much to do, community theatre, inexpensive entertainment, some of the best churches in the country, beach and stores within walking distance. Renting because too expensive to buy at the beach.
  10. M

    Where to retire

    Over 55 in So Cal Hello - Please let me know the name of the 55 plus community you are referring to....I'm very interested. Many thanks!!! msrhoda
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