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DFW_MS TIPS are bonds so they are treated in that class. Index funds are classified as to what they are indexing if it is stock (SP500) then it goes to equity it it is bonds (total bond market) then to bonds. I treat REITs as equity as the underlying asset is not a debt insturment which is what...

Curious as to the impact on health insurance. As this is a major concern for many (note the amount of posts on this site) having a small business allow you to deduct the cost? Second it may allow you to join a group of co-op that could roll you into a group plan at hopefuly a better rate than...

One web site you may want to check out is The Coffee House Investor. Common sense and low cost. Just to make it even better it makes money. Features using index funds with a very straight forward allocation. Easy to do and successful. A nice combo Good luck

Has anyone has found a web site for small RE investors. We hae some residential rentals but have never found a site that address this market. RYD

Red Oscar, Thanks for the reply. I am looking for a spread sheet or software that would allow me to just plug in % or catagories then calc them to see the corect amounts per % or asset catagory. The goal is to simplify the proceess and automate it. $500.00 seems a bit high for this ability and...

We had a similiar activity. We have delt with the same bank for a long while. WHen we tried to get a rate better than listed they basically said NO GO. We were rolling over $200k+. My wofe finally spoke to the bank manager who was more than happy to match a rate I had found at ING. As it turned...

In keeping with the trend of trying to increase posts I am asking for help in asset allocation. Does anyone have or know where I can find software or a spread sheet to make the task of re-balancing easy. I must admit I put off this activity because it is just a pain to do but I also know it is...

On lack of posts I agree it would be good to see more. I have been trying to post more of late. In general I have found that the lurkers far out number the posters on most sites. I visit a few golf sites and only lurk. I am still working and enjoy it (hopefully this will not shorten my life!)...

Cut Throat, I must admit that I agree with your view. BUT I look at Japan and what has happened to their stock market I must admit it causes one to worry. Overall low cost index funds spread over various sectors proably give the most protection. Easy to say sometimes hard to do!

Greetings, Though I am a bit younget than you 52 and not planning on retireing yet I understand the situation you face. I rolled over an IRA of around 200K and dropped it into MM account. Good idea then but now that the stock market has ticked up and rates seemed to be at bottom or very close...

Though I am not retired and I have excellent coverage due to my employer I have been giving thought to this issue. When the day comes and I do retire my general plan is to 1. start a small consulting business that would allow me to buy group insurance. I have a unique situation in my industry...

I am also a new member as well. I would welcome more posts on the various topic's. Thanks to the Captin for all the work Cheers RYD

I have served on boards and have been the president of one non profit. It is a lot of work but worth it. On the topic of spending money you will need time on a board to fully understand why certain monies are spent as they are. There is a huge difference between being a volunteer and being a...

I just signed on this site. Not retired but looking towards it in the next few years. I enjoy the various input from those alreay retired. 52 and I stil enjoy working. I look forward to great future exchanges RYD