Search results

  1. W

    Bladder Cancer

    So sorry to hear about your diagnosis. Sending you healing thoughts and well wishes.
  2. W

    So, no worries at all about SS right?

    The funeral home contacts SS. My mother passed away 2 years ago, and she did not receive a direct deposit the month she passed, the bank automatically returned it. How they knew, I’m not sure. I was researching how to refund the last payment, but it turns out it was all handled. Is there fraud...
  3. W

    W2R Sad News

    Oh no, so sad. May she RIP. Thank you for sharing the news.
  4. W

    Please critique our plan to retire this year

    Do your expenses include health care insurance and out of pocket expenses. i think this is a significant cost once you leave employer sponsored insurance. You have 10 years before you qualify for Medicare.
  5. W

    2024 Tax Software

    We got free Turbo tax last year. We moved DH Netbenefits 401k held at Fidelity to an Ira account at Fidelity, slightly over 2 mil. We have a CMA, DH IRA, small ROTH IRA, and his HSA. I have HSA account and started Grandchildren 529 accounts 5 years ago. We have bought CD’s this year and a bond...
  6. W

    Would Like Some Opinions on When to Take Social Security

    RobLJ So sorry to hear about your friend passing.
  7. W

    SSI income equals monthly spending - can I retire?

    I I would also model if the numbers still work with only 1 SS check. Also, model with a potential 20% haircut. At some point, one of you will be gone. You can model that as well in Firecalc, by entering different years of one SS ending. Also, when you enter expenses in Firecalc, you must...
  8. W

    YTTV 12% Price Increase A Bridge Too Far

    What does OTA stand for? Thanks
  9. W

    Firing our FA tomorrow

    I think everyone should have basic financial literacy. Required high school class. Knowledge is power!
  10. W

    Waited Too Long... How to Convince Spouse We are OK to Retire

    Congratulations 🎉🎈🍾!
  11. W

    Blow that Dough 2024

    Thank you SunnyOne. I really need to spend more money on shoes! I do on Hoka sneakers for walking but need to find something better for casual wear. The list is a great start.
  12. W

    Blow that Dough 2024

    38 pairs of new shoes! Wow. Are they all one brand you love or different brands/type you’ve upgraded? I’m always on the hunt for great shoes that have comfort and support, and look good. Would love to know more.
  13. W

    With markets higher than any time in history

    Due to the equity bull run this year, our asset allocation has drifted above our desired 60/40. I rebalanced in my IRA last week and my DH’s IRA today. I was going to let his ride out, but Winemaker’s post re: Pigs get slaughtered, resonates with me. I feel things may be very chaotic for a...
  14. W

    Jumping your bones?!?

    I’ve heard that Rebounding is good for bone density. And it is easier on arthritic joints.
  15. W

    Fidelity Data Breach Exposed Personal Data Of 77,000 Customers.

    With all these attempts to hack accounts, how often do you change your password?
  16. W

    I am alone now...

    I am so sorry for your loss. You don’t need to have all the answers on how to do everything immediately . Give yourself time to mourn, the rest can wait.
  17. W

    Layoff Time Blues....

    Health insurance is a big issue. Will you have retiree insurance or will you have to go through open market? If you do get a new job, will you be eligible for health insurance coverage?
  18. W

    Breast cancer

    I have always enjoyed your posts and look forward to many more in the future. Wishing you all the best in fighting and beating this cancer. Take care.
  19. W

    Breast cancer

    Wishing you the best.
  20. W

    I'm Done!! Today was my last shift.

    Congratulations 🍾
  21. W

    Monoclonal Gammopathy

    So sorry to hear of your diagnosis. Hopefully, it will progress very slowly.
  22. W

    I think I made it...for now, at least.

    Congratulations! You have done well. OMY will go by very quickly.
  23. W

    Mother's Long Term Care Insurance Company Giving Me the Run Around

    Great news. Insurance companies should be held to account for their delay tactics. So frustrating for families and patients who have paid for insurance and then must fight to receive benefits!
  24. W

    Blow that Dough 2023

    We used Quasar Expeditions for our one week cruise in the Galapagos. It was a fantastic trip. There were about 26 guests on board.
  25. W

    Mother's Long Term Care Insurance Company Giving Me the Run Around

    It is so frustrating that an insurance company can get away with these games! Especially, when the family is already having to deal with an ill loved one. It is down right negligence and borderline fraud!
Back
Top Bottom