Search results

  1. 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...
  2. 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!
  3. 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.
  4. 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.
  5. 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
Back
Top Bottom