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I'm 63 and just retired 2 months ago. Yea me! For the remainder of 2023 we'll live off of our brokerage account funds. For 2024+, I wanted to stay in the 12% bracket (filing jointly) so I planned to pull from my IRA for our living expenses and make minimal use of the brokerage account to...

I have about 30% of my portfolio in the Wellesley Admiral fund. This is my intended 3-8 year bucket of money. It of course has languished this past year but I still believe it is a good holding for this intended bucket. However, in the short term, I was considering taking 50% or more of this...

My son and I sold a co-owned home and we'll both come away with about $50k that we need to park somewhere for 18-24 months. He for next home purchase and me earmarked for a car replacement. Given current market what are the suggestions on best place for money that will be needed in 18-24 months.

I'm 61 and about to take the plunge, or at least a half-way plunge. Next week I plan to ask my boss to transition my role to a 3-day a week schedule. It's my way to then move to full retirement perhaps at the end of the year. What I need to come to grips with is walking away from a high paying...

Has anyone been planning their retirement and had the date moved by company decision. That's my situation. My timeline was 3-5 months from now but that decision was move to this week by my company. The package will basically take me to what I would have made in 5 months. I'm both happy...

Found this site several days ago and have been reading through threads in volume. Just turned 60 (DW 60 as well) and have decided that I've have had enough. My actual decision is that I hope my company fires me so that I can get some type of package. :) Barring that, I'll stick it out to end...