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I am wondering if others are experiencing problems with living trusts and checking/savings accounts with Wells Fargo (or other banks in general). Over the last two months or so, my MIL (85 yrs old) has been having issues with depositing dividend checks into her Wells Fargo account. The account...

Tomorrow is my 1 year anniversary of retirement. I picked a stellar year to do it! Fortunately I have a hobby that keeps me very busy and engaged. DW retired at the end of October and we are looking forward to things finally opening up and allowing us to go explore. Making the shift from...

I'm curious what the general consensus is here. I retired in June and DW retired last month. DW gets a COLA pension from the state that will cover 80% ($100K/yr) of our day-to-day needs and we have $2.5M in assets. Target WDR is about 2.5% to cover travel, medical, and fun spending. We...

DW and I have a trip to Norway coming up. I checked with my CU and they don't do currency exchanges. I've used kiosks in the mall before, but I don't feel like getting gouged again. Where do you go for currency exchanges? I don't plan to take/use a lot of cash, but I want to have a couple...

I am wondering if anyone has any experience with SOFA. They appear to be a non-profit for teaching about retirement planning. I am considering going to one of their free courses, but I don't want to get stuck in a Primerica-like seminar. Has anyone heard of them? What I have found on the...

I saw mention of people using MoneyDance in another thread, and being in the market for some home finance software, I went and took a look at it. One thing I am looking at is bill paying functions. My CU recently updated their online software and went from mediocre to abysmal. None of my bill...

I just had a physical after 4 years. I am mid 50s and targeting retirement for next year. I think my health to be pretty good for my age. No known issues or ailments. I exercise regularly and eat healthy, real foods and cut out as much sugar as I can. I do need to lose a 10-20 pounds, but...

One of my hobbies is playing with a 3D printer. I find new uses for it all the time. I've used it to fix my shower door, sectional couch, solar panel brackets, window frame stop, etc. I've made razor holders for the shower. Brackets for attaching power strips to the wall. I've even made eye...

DW and I are OMY. She will have a nice pension that will put us in the 22% tax category. Most of our savings are in tIRAs/401K. We have no kids and no debt. Does it make sense to do Roth conversions, taking a 22% tax hit or should we just leave it where it is? Should I be concerned about...

My DW and I have decided to FIRE in 2020. Our Target date is May 1st. The only thing holding us back is her desire to not leave her office in complete chaos and uproar. There has been significant turnover and vacancies that have left big gaps. She will walk away with a nice pension, and we...

To celebrate my DW's 60th birthday, we are planning a trip to Norway next March. We want to knock two items off our bucket lists - see the Northern Lights and take a dog sled ride. We are planning to fly to Oslo (2 days), then take a 15hr train ride to Boda (2 days), then a bus ride to Narvik...

Hi All. I've been lurking here for a couple of months, learning and trying figure out how to cut the w*rk strings. I'm 53 and DW is 59. We have been saving for FI for the last 20 years, and I think we have finally arrived. We live in SoCal and our house is paid off. DW has a CalPers pension...