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We took over my mother in laws finances and will convert her 60k savings to brokerage acct. It stays level as the RMD goes in and she withdraws monthly. Looking for suggestions.Two thoughts ... 50k in 10yr CD and 10k in 1.4% MM. OR ... mix up a few gems like T, CNLPL or reits for some more...

Curious as to good places to research individual bonds that includes ratings etc. Looking at a ladder for part of fixed port. Is the 99.00 /yr M* fee worth investment? ...Rather than paying 0.5% one time fee at bank, it shouldn't be too tall a task to find 8 or 10 good bonds paying around 4%...

1st.. do you sell off shares of bond funds like stocks for income ? No real time frame or anything? (excluding ladders) 2nd ... looking at 25% PIMIX, 25% PCN, 25% SPFPX, 25% cash. How can I improve that? Thanks All

Question for those wiser. I've been sitting in cash for 6 weeks since my rollover. It's like watching the market in a long pit stop. I can afford to do this for a few more months. My instincts say why not wait for the race to start or a correction then jump in. Then I think of other options like...

Hello. Just joined yesterday. Retiring completely debt free in no income tax state with 600,000. Sounds small but I only need 4%. Looking at Vanguard 2020 50% and another 1 or 2 funds. We can handle some risk as we have 200k to 300k coming in inheritance down the road.150 being non taxable. Any...

Greetings all. Just signed up today. Our wealth is parked, 600,000 and we are zero debt. In a few years DW will get 140,000 in taxable and 150,000 in cash. For now trying to find a place for the 600 and pull 4-5% yr. w/ a little growth. Someone mentioned Target 2015/2020 50-50 as a set it...