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  1. J

    Peak Inflation in Retirement

    Hopefully I word this correctly. I have been working on a simple excel spreadsheet that allows me to adjust annual contributions/growth percentages/income etc. for any given year until I am 90. Of course the contributions slowly stop as time goes on - unless I spend less in some years and have...
  2. J

    Retirement Excel Spreadsheet OR Website

    Hopefully this is in the right forum. Between my significant other and I, our savings will change greatly over the next few years. Doubling and even tripling some. Is there a good tool to easily insert different savings amounts annually that will still compound over time? For example...
  3. J

    Roth Moved from EJ to Fidelity

    So I made the move from EJ to Fidelity recently. I have a small Roth from prior years (20k). Currently: $4,350 AMERICAN EUROPACIFIC GROWTH CLASS A AEPGX Expense Net - .83 12B-1 - .24 $6,515 AMERICAN INVESTMNT CO OF AMERICA CL A AIVSX Expense Net - .58 12B-1 - .23 $2,900 AMERICAN AMCAP CLASS...
  4. J

    Business 401k - Vanguard

    Not sure if this is the right place for this thread, so forgive me in advance. I own a company (4 employees) and we offer a Safe Harbor 401k. Currently, the account is with Edward Jones with Principal as the sponsor. I like Principal, however, between their high fees within the funds and EJ's...
  5. J

    Whole Life Insurance

    Was curious about your thoughts on Whole Life Insurance policies. I fully understand most people are against them mainly because most people default on them. Also, the fact that you should not intermingle insurance with retirement. My situation is a little unique. I am able to fund a Whole Life...
  6. J

    36 and Running Hard at FIRE

    Hi All, Found this spectacular site a couple nights ago and have been like an addict reading. Some really great people and information. I am 36 with my long-term (for life) girlfriend being 47. We are very lucky to be well on our way to FIRE. Of course, we are accumulating as much as possible...
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