Recent content by Coco

Planners I regularly use are: Quicken's Lifetime Planner OnTrajectory Fidelity Retirement Planner FireCalc I had limited use of RightCapital and was very impressed

If you log into Interlinks, the folder they established for you has the SBA loan number - that is the folder name has the SBA number. BofA has a different loan number and that is found when you log into your small business account.

We retired at 49. Pre-retirement we owned 3 cars. For sure, we were apprehensive about going to 1 car after retirement and thought hard about our real needs. But, when we looked at how little we actually used the car on a daily basis vs. cost to maintain, it was a no-brainer for us. So, now...