Recent content by tgc641

  1. T

    Annuity has gained NOTHING....help! (long)

    Thanks for the calculations, wow... If the weighted average return is around 4.4%, would the reason I'm not seeing that gain in my portfolio be because of fees? Do you know offhand how much on average a variable annuity will charge? I have an annuity with Metlife and cannot understand their...
  2. T

    Annuity has gained NOTHING....help! (long)

    Sorry for the drastic edit, English is not my 1st language and have trouble writing in a way as to be understood- i kno the orig post was terribly convoluted
  3. T

    Annuity has gained NOTHING....help! (long)

    I have a variable annuity that is tied to 3 indices S&P 500 Index Russell 2000 Index MSCI EAFE Index Annuity has lost money since May 2014 (last checked balance a couple of days ago) Could someone please help me figure out what the performance of these indices were from this time frame...
  4. T

    Hi from USA

    Hello from the midwest. 29 y.o. here, just looking for ways to be more frugal with my spending. Will be lurking mostly, as I have some savings to invest but very conservative in investment style. Looking for a well-balanced mutual fund that will offer steady income (Vanguard?) and that I won't...
  5. T

    When you retire, you need less income than before to survive?

    I've read in various articles that most people need only a percentage of their current income when they reach retirement age. For example, if a person's expenses amount to $30K a year, they only need 80% of it in their senior years (do not recall the exact figure). That seems counterintuitive...
Back
Top Bottom