Recent content by tripods68

We just reach $500K in Net Worth at the end of May. We still have a long ways to go. Our goal is to reach $1.25K investable asset target goal. With 70/20/10 allocation equity/bond/REITs hope to get there in 10 years maybe less. We are maxing 401/457 + ROTH this year.

We have a 30K of EF in our bank in MM account which is about 6 months of monthly expenses. We do not touch this at all, unless it meets: Medical emergency or death We keep a minimum of about 5k in checking and another $5K in savings account to pay for other type of expenses outside...

We figured we only need $30K a year of our core expenses (Food, Utilities, Taxes, Transportation, Discretionary). Above that would be another $20K of traveling budget a year. Our requirement income is at least $50K which should cover with my pension, assuming with don't have any other major...

Wow! this is very useful. I own VWEXL so it's nice how much i need to accumulate before retirement to know my expected dividend payout in the future. Thank you!!!

Where in the mutual fund index where I can know the 'turnover' of funds. Everybody's take about firCall. Is this a monte carlo simulation... Is there a link to this? You're signature....that's where we are going Sunday. Muir Woods in North of San Francisco. It's very nice place to visit. :)

rayinpenn, That's the range. Yes i will have cola each year after I retired (max 2% a year) I'm trying to be conservative maybe used $60K in pension a year at age 63 with lifetime survivor benefits if at anytime i die during my retirement years. I expect to live to maybe 86 years old. My wife...

We have set up 529 plan for our kids. Its worth 14K S&P Vanguard. Because I'm also a veteran with disability (3 years Navy Veteran), the State of California has a tuition Program for dependents. My brother and I used it for us when in college (my step dad is US Air Force veteran retired with...

Hi everyone- We are new to this site. I just found this only a week ago. I've been reading and finally decided post where we are today. Let's me say, we are not close to retirement. We paid off a lot of debt last year. Let me be honest, my own retirement is not enough. I only have $50K in my...