AlmostDone
Recycles dryer sheets
- Joined
- Oct 4, 2006
- Messages
- 92
We received our Financial Plan from VG. Our scheduled appointment with the planner is this Monday. There were 2 plans recommended.
1. 100% in the Life Strategy Conservative Growth Fund.
2. Allocate as follows:
6% VG Total International Stock Index (taxable)
7% Merrill Lynch Glabal Allocation (annuity we already own - taxable)
2% Individual stocks we already own
1% a CD we already own
Next is IRAs and current 403Bs
50% VG Total Bond Market Index
19% VG Total International Stock Index
1.5% VG Morgan Growth Fund
2% VG U.S. Value Fund
5% Fidelity Mid Cap Value (currently owned)
1.5% Fidelity Capital & Income (currently owned)
4% Fidelity U.S. Bond Index (currently owned)
1% Legg Mason Limited Duration Bond Prim (currently owned)
May I have your thoughts on this? I guess there are so many small amounts because we already own them. Thanks in advance!
1. 100% in the Life Strategy Conservative Growth Fund.
2. Allocate as follows:
6% VG Total International Stock Index (taxable)
7% Merrill Lynch Glabal Allocation (annuity we already own - taxable)
2% Individual stocks we already own
1% a CD we already own
Next is IRAs and current 403Bs
50% VG Total Bond Market Index
19% VG Total International Stock Index
1.5% VG Morgan Growth Fund
2% VG U.S. Value Fund
5% Fidelity Mid Cap Value (currently owned)
1.5% Fidelity Capital & Income (currently owned)
4% Fidelity U.S. Bond Index (currently owned)
1% Legg Mason Limited Duration Bond Prim (currently owned)
May I have your thoughts on this? I guess there are so many small amounts because we already own them. Thanks in advance!