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I entered retirement four years ago with my investable assets in a simple two ETF allocation (VTI and VXUS) which I managed and rebalanced myself. In addition, I kept ten years of living expenses in cash (actually a ten year CD ladder) with plans to replenish the cash bucket when the ETFs were...

My daughter will settle on her first home sometime in late January 2022. My wife and I would like to gift her $100K towards the purchase and at the same time have the least impact on gift tax exclusions. My thought right now is that my wife and I would each gift her $15K before the end of 2021...