Recent content by Dan4495

Thanks so much for sharing your funds and allocation. Your portfolio looks very similar to what I plan to do, so it’s great to hear it has performed well for you. I’m considering the FIDO Zero funds as well. It looks like a set it and forget it portfolio, aside from annual rebalancing.

Thanks! 1). Yes I have considered my full portfolio at arriving at the planned mix. The other accounts are more conservative, with about 45% equities, and the rest bond funds, cash and alternatives. We’re taking required MRD on $500K in inherited IRAs, thus the reduced risk and volatility...

Thanks! After a little research I’m leaning toward going with VTI, VXUS, BND, and VOO, or might sub FIDO FSKAX for VTI as it has a lower expense ratio (0.015% vs. 0.03%).

Hello FIRE members, I am a 62 yr old married male and retired last December. I’ve just now rolled my 401K over to a Fidelity IRA ($2.0M) and Roth IRA ($70K). I’ll manage my own investments and need to make my fund selections. I’ve had good performance in the past on my employer’s 401k with...

Me too, retirement home is in 32459, Santa Rosa Beach, FL. Split time between there, Katy, TX & Baton Rouge, LA. Own homes in SRB and BR, and rent apartment in Katy.

Turkey burgers for lunch and pork ribs, chicken and sausage pending for dinner (still on the grill). Sides: BBQ beans for lunch, grilled corn on-the-cob and baked sweet potato fries for dinner.

I for one make no excuses for whatever time I spend reading posts on this Site. I don't post often, but I log quite a lot of time reading posts and learning from others. I find it interesting and educational, sometimes inspirational. A wealth of experience and knowledge on this Site.

Added myself again. Unspecified Month Grumpyretirement Rickt (58) boilerman (57) RoyDornoch (60) trapperjohn datuck Snoopy (55) Lovetoski (46) seabourne (39) ugeauxgirl (46) January chief04010 1/2 cat wrangler February March Nunyaa 38Chevy454 3/1 (54) April whatnot 4/1 timo2 4/28 (65) May...

Up 2.80% as of today with a 65/30/5 mix.

Our retirement home is in Santa Rosa Beach, FL, about 15 miles from Destin. Ranked #1 overall. Of course I already knew that.

I'm 2 yrs and $0.5M away from FIRE'ing at the semi-RE age of 60. Set my date at 07/15/2018. Unspecified Month Grumpyretirement Rickt (58) boilerman (57) RoyDornoch (60) trapperjohn datuck Snoopy (55) Lovetoski (46) seabourne (39) ugeauxgirl (46) January chief04010 1/2 cat wrangler February...

A mult-millionaire worry wort could score low, and an oblivious debt-ridden fool could score highly on this quiz.

I'm not retired, but not surprised at the stark difference in these survey results to many of those published by the financial analysts and the like. This poll indicates that over 94% of respondents have at least what they need to meet their needs in retirement. Contrast that to the reality...