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We were/are, by conservative est it was a $40k Wakeup/learning experience. But as my PaPa used to say "if you ain't got it you can't lose it"

5 accounts in my wife’s name, 5 in mine. a couple were bond type accounts. I see your point about overlap I really appreciate everyone’s thoughtful feedback and encouragement. I will spend time learning about vanguard over the next couple of days. what are you guys thoughts on funds weighted...

Yes on the front load American funds. FA fee is a % of portfolio value. 1.25% of the equities portion,

18 months ago I transferred our retirement portfolio to a capital management firm. I had managed it up until then. . I had us in about 10 different SEP IRA and SIM IRA and just IRA’s. Everything was either through American Century or American Funds.Nothing fancy, I mostly just added to the funds...