Recent content by taylordr61

Insurance policy Sorry I wasn't a little clearer. I purchased a fully paid up (until I am 110 years old) standard underfunded life insurance policy. I am assuming that I will have enough to cover expenses for a while or use either a reverse mortgage or borrowing off of the life insurance policy...

Not to jump in last minute. I am a very heavy quicken user at age 51 getting ready to retire in April 2014 based in the quicken retirement planner. I use very conservative estimates and have 0% soc sec factored in. Any Soc Sec at age 62 is a plus. However using the what if scenarios in QRP...

Just update balances I don't worry about the number of shares. I have been using quicken since I changed over from Andrew Tobias Manage your money in 1988. The way I handle my 401k is just update balances by fund and disreguard the number of shares. It is manual however it is very easy.