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Search: Posts Made By: Dave C.
Forum: Young Dreamers 05-14-2013, 09:45 PM
Replies: 52
Views: 5,645
Posted By Dave C.
I am likely 11 months away from pulling the plug....

I am likely 11 months away from pulling the plug. I've planned extensively, am in the middle of purchasing a home in the southwest, have my money ducks in place (I think)...... But it still has not...
Forum: Other topics 05-07-2013, 07:47 PM
Replies: 213
Views: 18,240
Posted By Dave C.
Holy Cow! You know your engines! OK, it was...

Holy Cow! You know your engines! OK, it was over 40 years ago.....and you are correct. It was a 283..... I believe the smallest eight available that year. I now remember I wanted the 327, but...
Forum: Other topics 05-07-2013, 08:41 AM
Replies: 213
Views: 18,240
Posted By Dave C.
1965 Chevy Impala, metallic blue, Crome reverse,...

1965 Chevy Impala, metallic blue, Crome reverse, two door, dual exhaust, 287. Raked up in the back.....my hottest ride EVER!!
Forum: FIRE and Money 12-01-2012, 08:04 AM
Replies: 10
Views: 3,806
Posted By Dave C.
Thank you Midpack!! Your response, and the...

Thank you Midpack!! Your response, and the attachments, are full of exactly the type of information and examples we soon-to-be-retirees need when figuring out withdrawal strategies. One response is...
Forum: FIRE and Money 11-30-2012, 12:27 PM
Replies: 10
Views: 3,806
Posted By Dave C.
Best withdrawal formula at retirement

We have 75% of our portfolio in tax-advantaged accounts, both IRA's and a 401K, the other 25% is in a taxable accounts.

Where can I read up on the most cost effective way to start withdrawing...
Forum: FIRE and Money 11-28-2012, 08:45 AM
Replies: 7
Views: 1,612
Posted By Dave C.
Thanks, good input. I already see that I am...

Thanks, good input. I already see that I am heavy in bonds within my taxable accounts. My issue (fear) in moving/selling those bonds are the capital gains generated from creating a taxable event. ...
Forum: FIRE and Money 11-28-2012, 08:37 AM
Replies: 7
Views: 1,612
Posted By Dave C.
Thank you very much. I'll take advantage of...

Thank you very much. I'll take advantage of your Boglehead advice. I always benefit from another pair of eyes and viewpoint.
Forum: FIRE and Money 11-28-2012, 07:43 AM
Replies: 7
Views: 1,612
Posted By Dave C.
Portfolio reviews?

I am 15-19 months away from retirement and was wondering if there is someplace on this site that members can review each others portfolios? I would be happy to present my AA along with my total...
Forum: Hi, I am... 10-03-2012, 09:23 PM
Replies: 10
Views: 1,996
Posted By Dave C.
Lots of good solid advice on this thread. ...

Lots of good solid advice on this thread. Waiting an extra year, and not taking the offer sounds like a good idea.....but it is not. The best intentions in the world can change, and often do, in a...
Forum: FIRE and Money 05-16-2012, 07:40 PM
Replies: 14
Views: 1,473
Posted By Dave C.
All the responses have been a big help. In fact,...

All the responses have been a big help. In fact, I went back to the insurance co and either I didn't hear them correctly or they were talking insuranceSpeak.

My tax is not $3500, I have to pay...
Forum: FIRE and Money 05-16-2012, 09:57 AM
Replies: 14
Views: 1,473
Posted By Dave C.
Tax on UL cash-out?

I was surprised. I am considering cashing out a $75K UL policy I have held for over 30 years. I have roughly $16K in cash value. The UL is getting more expensive, we really don't need it any longer,...
Forum: Health and Early Retirement 05-13-2012, 07:02 PM
Replies: 2
Views: 1,504
Posted By Dave C.
Life insurance, WL and UL, hold or cash out?

Some of you folks may be able to help over this issue.

I have a $25K whole life policy on me written in 1978. I have a $75k Universal Like policy written in 1986. Both on my life. I am 60 years...
Forum: FIRE and Money 05-13-2012, 01:46 PM
Replies: 37
Views: 6,347
Posted By Dave C.
Not much else to really say.......2B put it very...

Not much else to really say.......2B put it very well
Forum: Other topics 09-22-2011, 05:57 PM
Replies: 80
Views: 6,907
Posted By Dave C.
I am the guy who started this thread and I have...

I am the guy who started this thread and I have enjoyed very much the variety of responses. I chose MichaelB's latest response because he put into a few words what most have said.....know the full...
Forum: Other topics 09-19-2011, 07:25 PM
Replies: 109
Views: 8,803
Posted By Dave C.
Our home seems a perfect fit....at this time. ...

Our home seems a perfect fit....at this time. 1800 sq ft main floor, 1200 more with finished lower level, split bedrooms (3)' three baths. In anticipation of downsizing out of state in a few years...
Forum: Other topics 09-19-2011, 12:38 PM
Replies: 80
Views: 6,907
Posted By Dave C.
Adult daughter's coming marriage...who's expense?

My 22-year old Daughter is a U.S. Marine, stationed in Virginia. She joined up three years ago, served 18 months in Japan, and now resides off-base near Fort Lee. She is also a single mother with...
Forum: Health and Early Retirement 09-17-2011, 07:38 AM
Replies: 12
Views: 6,084
Posted By Dave C.
Retirement: Arizona or New Mexico?

My wife and I will retire within 3-5 years. We plan to move from Illinois (Chicago area) to Arizona or New Mexico, somewhere in the valley in AZ or Albqueque in NM. We have enjoyed visiting the...
Forum: Forum Admin 09-16-2011, 11:11 PM
Replies: 7
Views: 1,843
Posted By Dave C.
Annuities have many types, most not good...

Annuities have many types, most not good investments for soon-to-be retirees. But....I will take a very close look at what is often called "immediate
Annuities". These products are basically...
Forum: Hi, I am... 09-16-2011, 10:48 PM
Replies: 0
Views: 1,168
Posted By Dave C.
I've got about 3-4 years to decide, but my wife...

I've got about 3-4 years to decide, but my wife and I are thinking the Mesa area in AZ, or the Albqueque area in NM. We are Chicago natives that that will downsize to a smaller city, but close...
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