Recent content by Katoslake

Maybe she’s assuming our government will continue printing money and primming inflation ? If so, in 2030 , 20 mil may be todays 5

Dec 2023 vs Dec 2021, with no withdrawals or spending are within ~1%. Virtually no difference in total balance. With inflation and lost spending power, not exactly sure how much we’ve lost.

OP, We have a brand new house on the lake, half way between Austin and San Antonio. It’s low end of your price range ….😀.

Have experience. Wouldn’t do it again. Still at Fidelity, invested in index funds

Hello, My DW has a current disability that is unlikely to improve enough for her to resume her occupation. She is currently getting Short term disability from her employer. That has a 6 month expiration and if she is still unable to work she can apply for LTD from her employer. She also has a...

I retired from MegaCorp in October 2020. I felt guilty so I gave my boss two months notice. He was the best manager I had out of 13 in my career. He was happy for me and actually let me help interview candidates for my position. All that being said, in retrospect three weeks would’ve been...

HVAC unit had a coil leak with rust. Cost to repair was $3k-6k provided the parts could be found. Have warranty with American Home Shield. Fast forward, we had a brand new, very expensive HVAC installed today (took 3 techs 9 hours nonstop) . Couldn’t wait for AHS to concede to paying for repairs...

OP here. I’ve been with Fidelity for over 20 years. Tried their managed accounts and that was a performance and expense mistake. Without getting too specific, Fidelity has opened two new accounts as a result of me adding spouse as a co-owner. Also, locked another account with Zero explanation...

Currently we have accounts at Fidelity. In the past 10 days Fidelity has made several very frustrating mistakes on our, my and my significant other's accounts. Normally I would just grin and move on, but SO has noticed these mistakes and actually questioned the competence of the reps assisting...

Thanks for that advice. Last night upon learning of my blunder I called Fidelity and blocked all online access. This morning I went in person and changed account number. What an idiotic mistake on my part. It’s made me refocus on account security. Even made me want to get an encrypted email...

Moderators did it for me. What a stupid mistake on my part. I’ve taken several steps to correct my blunder :facepalm: Thanks for the heads up ! Just moving too fast and not paying attention

Op here. I do know I’m saving 0.45% in management fees this year, which is nice

Here's the fixed income summary

Thanks for the summary ! I was wondering if I should sell (if possible) some of these bonds, even at a loss given current interest rates ? I can stay put if that’s the best option

I’ll post the summary shortly. Thanks