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    What's Next?

    I am 54, have $500k in retirement accounts, and have no debt. Kids' college is covered and we pay cash for everything. We keep $25k in an emergency fund. Gross income is $125k and we live on about $50k/year. I am maxing out 403b (the non-profit version of 401k) and Roth IRAs. Are there any...
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    Fairly New Here - Recommendations?

    I am 52 and in a non-profit career that is very fulfilling but not high income. Wife does not work outside the home currently. Kids (2) are in college. Our ability to save has been somewhat limited due to income and having to pay most of our own health insurance. A real challenge when you...
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    Non-Taxable vs Taxable Investments?

    Hi Gang, I am 50 and have targeted retirement at 60. I have no debt and have a net worth around $750k. Current annual expenses are around $50k, and expected expenses in retirement are $40k. I currently have $250K in 401k and 403b accounts - about $125k in each. The 401k is from a previous...
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