Recent content by RetiredWW

I currently have a $260,000 mortgage at 6.75%. I was thinking about refinancing at 4.875%. But then again, I have sold some mutual funds lately and thought maybe I could use that money to just pay off the mortgage. By the way, I FIRE'd 4 years ago at 50. What would you do?

I tend to agree with you. Sooooo, which of the funds would you then recommend?

Thanks for your reply. I guess I am not sure if a FA works for me. I currently have one. My / FA returns are tipically better then the indices. My FA is fee-only based (about .30% of what is managed). We tipically meet quarterly, but have the option to meet as often as I want to...

So, when does it make sense to have a FA? So, when does it make sense to have an FA? I have one now.