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  1. TJFogelberg

    Small Business Equity..."how to tap" for ER?

    We are contemplating ER at 61 using equity in our small tax businesses to fund ER until 67/66 at which time we are fully funded with SS and savings. Should we insist on cash buyers only and if none come forward, simply hold out until one does? From a tax and financial viewpoint, it would be...
  2. TJFogelberg

    GAO report (2015) on retirement savings

    U.S. GAO - Retirement Security: Most Households Approaching Retirement Have Low Savings I found this report helpful in comparing our readiness to others in the 55-65 group. The report is filled with good information regarding savings levels, pension access, and debt on home etc. We're in good...
  3. TJFogelberg

    Burned more than once by the market

    I am surprised at the group think on this board that seems to have most fully invested in stocks. This is my question...if one has enough resources to fund retirement using a 'safe return' rate, why gamble with the bulk of one's assets in the stock market? (Doesn't anyone else remember '08?)...
  4. TJFogelberg

    Hi This is Todd in Minnesota

    My job has taught me a lot about what works and what doesn't regarding retirement. (I am a tax preparer). It's interesting to view the topic from the perspective of those on this board. The foundation of our retirement will be based upon no debt, social security (no pensions), a paid for home...
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