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Old 10-26-2015, 03:11 PM   #41
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We kept all our money in company stock in 2008. I know, not good to do that, but I didn't know then what I know now. Came back within 3 years. Now that we are retired, all stocks are in a "balanced" portfolio. Works for us.
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Old 10-26-2015, 11:57 PM   #42
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Not really. We had moved all 401(k) assets to bond and TIPs funds prior to the drop in 2008-09. Determined we have extremely low risk tolerance. Sadly low. Figured we were ahead of the game until the Dow hit the 17,000 mark.

Not sure what to do next, especially since we will both be retired some time next year (me: 57, wife: 63). Our only child has completed college with all costs paid for and is currently working but under a 1-2 year temporary agreement. Seems to be the wave of the future for many American workers.

Sitting on $1.2M in tax deferred accounts, $1.1M in taxable accounts, and $1.2M in home equity (accounting for selling fees and expected capital gains tax - we will be downsizing). Not one penny in equities. $3.5M in real net worth and somehow I think we're screwing up our retirement. Thank you 2008-09!
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Old 10-27-2015, 09:10 AM   #43
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The other thing we did in 2008 was to buy a condo in Puerto Vallarta. By staying there for 6 months, our annual budget dropped by 40%. That and the market recovery means we can live forever! But a full time relocation to Mexico would enable us to live much cheaper as a fallback plan.
For the fun of it...Keith
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