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Last update! I retired yesterday! When the market tanked back in March I thought I may put it off a year but those thoughts were pretty short lived! I did take a new job (at same co) last April; and had a great and very productive last year. When I took the job my Sr Dir knew I would be...

I did this for the first time earlier this year and your understanding is how I did it. I did use Vanguard and the linked instructions but should be similar with Etrade. https://www.physicianonfire.com/backdoor/

My Dad has been bed-ridden and uncommunicative for past 2 or 3 years (Alz for past 10 years). My Mom is still caring for him at home and so wish I had the foresight to have her put something like that in his POA 8 or so years back when they were updating them. She can't bring herself to not...

Congratulations!!

Thanks all, some great ideas! Still not decided but will definitely include a letter. I'll post back when I figure out what I am going to do!

An ex-manager and long term mentor of mine just got forced out of our Mega Corp after 38ish years under odd circumstance and has officially retired. He's in his early 60's and could have retired at 55 with full pension but is definitely someone whose identity was tied to his work as well as...

Happy to see the Norelco recommendations since I work for Philips my stock would love if you all would go buy one! My husband's method is a lighter to the ear to singe; thought he was the only one in the world that did that!:eek:

Appears you assume all are male here? And all married to a female? "14. Determine the best time for you (and your wife) to take SS."

My husband and I both wears our all the time, very simple plain gold bands. I also wear my engagement ring. Those and plain diamond stud earrings are pretty much the only jewelry I ever wear. I do take mine off when kayaking or biking, just to prevent blister/callous. I've been meaning to look...

I figured I'd put an annual update out here to help me track my progress. I had found it helpful last year to just write this all out and it was helpful to write this update! Portfolio: 401k: $1.3M (53% Index 500, 14% Ext Mkt Index, 33% Total bond index) Vanguard: $907k (VIGAX:$595k, VTIAX...

Thank you Dash for sharing that. I am SO glad you are in a much better place now.

Philips Lifeline (disclosure, I work for Philips in a different division) has a neck pendant that detects a fall and establishes 2 way communication to talk with you. If you do not reply it sends help. It has GPS built in so works at home and when out. I do have the non-GPS version for both my...

I am in a similar situation. I have 3 more years (2 years 11 mo :)) till I hit 55 and can take my full pension unreduced. For me that will be about $7.3k/mo. If I leave before then I still get the pension, but not until I turn 65. So if I left now I leave about $900k on the table assuming I live...

I've been going to Nashville lately for work and hotels are more expensive then I expected! Staying next week at the Lowes for $184/nite and a colleague mentioned the Doubletree came up around $150 for the week of the 18th but that is really low. The good thing is Uber is plentiful and...

Are there any volunteer organizations or causes that you are interested in and could use your expertise? I moved out of Corporate Finance after 24 years a few years back and found that I felt more fulfilled being able to use my financial skills helping a few non-profits as a board member. That...

Thank you all! This is exactly the sort of feedback I need! To address some of the points: I agree on the amount of company stock. It is truly embarrassing how much I ignored all of this over the years. Most of the stock came from stock and option grants and I would literally go years...

Been lurking here the past few weeks, figure it is time to post! I'm currently 51.5, married and DH is 55. 2 kids; 1 just finished his 2nd year of college, daughter will be a Sr in HS next year. Been with the same company for 29 years and always thought I’d work forever, that is until my...