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Forum: FIRE and Money 04-01-2021, 04:13 PM
Replies: 7
Views: 691
Posted By rasberrycpa
looking for advice on software for analysis

My husband and I need to make some decisions around timing of deferred comp payouts as well as timing of ROTH conversions. We will be juggling these variables along with how timing may impact ACA...
Forum: Stock Picking and Market Strategy 01-01-2019, 06:55 AM
Replies: 21
Views: 2,021
Posted By rasberrycpa
We also have some rental properties and think...

We also have some rental properties and think about them from this perspective. In our portfolio, besides a cash emergency fund, we are 100% in stock funds. I consider the rental properties to be the...
Forum: FIRE and Money 11-24-2018, 06:59 AM
Replies: 99
Views: 7,401
Posted By rasberrycpa
I was working at that time and we were saving...

I was working at that time and we were saving about 35-40% of our income between 401ks, a non-qualified deferred comp program and other taxable equity investing. I am pretty risk tolerant, so we just...
Forum: Travel Information 09-01-2018, 04:54 PM
Replies: 31
Views: 2,519
Posted By rasberrycpa
Gumby's list is a very good one. You won't go...

Gumby's list is a very good one. You won't go wrong if you use this as part of your itinerary.

Driving to the top of Cadillac Mountain in Acadia National Park to see the sunrise is a favorite. ...
Forum: FIRE and Money 08-21-2018, 08:10 AM
Replies: 69
Views: 6,139
Posted By rasberrycpa
One of the keys for us has been contentment. ...

One of the keys for us has been contentment. When you are content with your life, you don't have the need to fill a void with stuff or trying to keep up with the Jones lifestyle. It's a version of...
Forum: Other topics 06-24-2018, 06:00 PM
Replies: 52
Views: 3,152
Posted By rasberrycpa
Our daughter is getting married in six days. The...

Our daughter is getting married in six days. The ceremony and reception location overlooks the Atlantic Ocean with a picturesque lighthouse on site which will make for beautiful memories.

We...
Forum: Hi, I am... 05-27-2018, 05:53 AM
Replies: 25
Views: 2,691
Posted By rasberrycpa
I find the subject of how different people define...

I find the subject of how different people define retirement somewhat interesting so I’ll throw out a personal question on “is this retirement”.

I retired from my job but have joined the Board...
Forum: Hi, I am... 04-04-2018, 05:51 AM
Replies: 13
Views: 1,632
Posted By rasberrycpa
Thanks for the welcome everyone. While I...

Thanks for the welcome everyone.

While I maintained my CPA license throughout the years, I actually worked in corporate finance. I can hold my own talking about corporate taxes for...
Forum: Hi, I am... 04-03-2018, 03:48 PM
Replies: 13
Views: 1,632
Posted By rasberrycpa
Another long time lurker who has finally retired

While this is my first ever post, I joined the forum in 2012 and also lurked for several years before that without joining. I figured that 7-8 years was long enough to read and not post, especially...
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