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Just what you said -- -------------- Well, my third stab at Elder Care Atty. advice proved the best. I sent him copies of the trust, my expenditures, related letters etc. After he had a chance to read it I went to his office for an hour meeting. Result -- he opined that the trust was set up...

"Shielding the Assets" when you think parent will remain in your home in your care My 80 year old mother had a stroke early in 2009 and spent 2 1/2 months total in rehab, mostly in a skilled nursing facility (nursing home). She hated, hated, hated the institutionalization. About month 1 1/2...

My 79 year old widowed mom was suddenly incapacitated by a stroke 1/14/2009. I''ve been running like basic headless chicken since then (my one sib winters out of state) visiting/preparing to bring her to our home when skilled rehab medicare coverage runs out. She has good LTC insurance, but...

typing not so hot tonight to clarify, brother has about $275K in SEP; and seeks to self-manage, not self mange. feeling itchy

I am a 1811 CSRS retiree (age 52) who has money in the tsp and is clueless about options for general public. However, my brother, semi-retired at age 54 after years of self employment, has about $275 in an Ameriprise SEP IRA, about 2/3 equities, 1/3 fixed income. It has a management fee of...

This could be subtitled "stop me before I do something stupid". I retired 7/3/07 :) , at age 51 from a 26 year federal law enforcement career. I am thus happily one of the (dwindling, but I hope very slowly!) civil service pensioneer tribe. I worked an "extra" year in part with the goal of...

50, this spring figured my last day at work would be July 28, 2006 - started reading this forum and am now thinking spring 2007! sniff... (but I do love my... you know, that thing you do before you RE)

is the Chase Cash Plus Visa that First USA bank offers. I just cashed a check for $200 - got the card in March and charged about $6600 to get the $200. The mechanism is a little funky, supposedly their system tracks every grocery, gas, & drug purchase and counts 5% for those, all else is 1%...

I'd only use TSP $ when I could do it as a withdrawal without tax penalty. I'm 50 1/2 now, and the youngest is 3, so I have plenty of time. Re funding college in general, I too am all for the "they need to learn responsibility, appreciate it, and by god work and contribute money they make by...

Just curious, what are your thoughts about paying for college expenses for the now 11 and 8 year old kiddies? We've got a set of liabilities - I mean kids - aged 3, 6 & 9 and now have about $80,000 in UGMA accounts plus $100,000 in TSP money earmarked for college. I'm concerned that's not...

sorry, didn't mean to put words in modhotter's mouth. Only the first few lines of the post above were from his post. The rest was mine. zaniew confused about dryer sheets quoting and investments

I like to travel and eat too too, don't have social security to look forward to but do have some investments and a pension to factor in. This brings up a question I've had on my mind for a while - I'm 50 and if I were to retire today would have a pension of about 72K a year (full cola and...

I guess I just don't pay much attention, so I deserve negative returns. But it still surprised me when my husband pointed out to me today that since 1999 we've put in $14,000 total ($2,000 per year) into Fidelity "Blue Chip Growth" and (I think we switched to this one after a few miserable...

Was going to put this in the "children" thread below; but my situation is a bit of a twist (very late parenthood + very early retirement). I'm 50, and retiring this August after 25 yrs gov't service, including 22 federal law enforcement (civil service pension with COLA). We have 3 kids, last...