Recent content by April2021

I like Schwab as well and what you suggested is exactly what I have been thinking if I decide to do it myself. I just know the cash portion MANDATE of the IP is my least favorite thing about the IP but it is probably the only thing that keeps it "free". Thank you.

Thank you Retired Expat for the information. Will surely keep that in mind. Still in my thinking and research stage. Based on the fees I have been quoted, this is more reasonable and if you have been happy with the service and performance that is a plus. The advice in this forum has been...

Thank you EVERYONE for your thoughtful advice/opinion and extensive reading list! I appreciate you all and will take my time making a decision. I do think I could do it myself I just need a bit more confidence. I think my reading assignments and the great advice given in this forum can help me...

Target2019- my 401k is invested in a diversified (considering what is available- Large Cap, Midcap, small cap, International, real estate, two bond funds)) portfolio of index mutual funds in Voya- Fees are relatively low. I want to move my money where I have more options long term. They could...

Thank you 38Chevy454. Good to know about Fidelity. My Schwab advisor has not mentioned assistance with self- directed. Think I need to ask him about that at some point!

Thank you Rodi. I like my Schwab advisor. My 401K is not at Schwab yet. I gained an advisor with the THOUGHT my 401K was going to be rolled over. My IRA has done pretty well. I am going to read what was suggested. Mimicking my current portfolio without using the robo advisor and rebalancing...

Thank you for the advice, especially the hindsight view! Healthcare in retirement is free for us...will withdraw some funds as soon as I am in Florida permanently which should be in 1.5 years (or less). Life is too short and I don't need the funds for bills so no need to just let it sit. I...

Thank you Old Shooter! Will read your suggestions- the cartoon is priceless. I have done quite a bit of reading and research- I think I suffer from "I don't trust myself as much as I trust a professional financial advisor stranger. For the cash in the Intelligent Portfolio I will tell you it...

Hi Everyone, I have visited this website before but now have officially joined as I am now OFFICIAL. Glad to be here- I will be browsing content but would love to hear some feedback from those who have walked my journey: What to do with my $1M 401K? Details I am currently in my 58th year of...