Recent content by Mike517

So what would the deciding criteria be, when capital gains are paid, minimum amounts to buy in, ect

Htown Harry, as for health ins I will be on Cobre until Feb 2012 and DW has Humana and VA health care and we did budget for it. We are debt free except the house. I did look under the sofa cusion for the ticket but I believe a Wa fellow and a 61 year old fellow in North Idaho split the money...

I just became unemployed and will be 58 next month. DW says I should just retire. I have about 455,000 100,000 in a 401k 50% mutual funds 25%bond fund and 25% equity fund 110,000 roll over with 20% direct equities and 80% Russell family of funds 40,000 in trade account 90% direct equities...

13.8% overall I have money all over the place and need to balance and consolidate. I also need to self direct and get away from the brokerage. I have 16% in direct equities 5% cash 14% in direct money markets and CDs 23% in Russell Family of funds 42% in...

Thanks, I think we will be fine, the only debt we have is the house, my wife has a pension of 14400 yr and Insurance at 62 I get a 631.00 month pension plus hopefully SSI and we have 500,000.00 in investments. We just need to grow the pile some as we use spend some. Mike

I am Mike, I was recently let go from my position of 20 years, I am 58 and probably will not go back to work. I have been a saver most of my life but not sure if what we have is enough to last. we will make a stab at anyway. Mike