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Hello, With our two year anniversary of being FIRE'd this past month, I wanted to share our experience in the event it provides any help to others. This post is also a reflection of the insights I have learned from this supportive and highly informative community. Background 55yo / DW 53yo -...

Hello, If I understand correctly, Vanguard is now offering a free (e.g. no fees) 90-day trial of their Robo service. https://investor.vanguard.com/advice/robo-advisor I am curious if any community members have signed up for this offer and if so, any thoughts on the experience? Thanks in...

Hi All, With the ability to convert a mutual fund to its ETF version (e.g. Total Stock Index VTSAX to VTI) with no tax consequences, I was hoping to understand if anyone here has done a conversion at Vanguard and if you are aware of the ability to do this yourself via Vanguard's website. I...

Hi All, As I am exiting the corporate world this week, I transacted on my remaining stock options that netted $900K after taxes. That said, I would be highly interested in anyone's thoughts on where to invest these funds. I am open to risk and not heavily focused on AA at the moment but...

Hi All, I posted a few times in the past years and wanted to provide an update based on all the helpful folks in this forum. Your feedback was instrumental in understanding what to plan for and what to possibly anticipate when considering leaving a full time career. Quick reintroduction in...

Hi All, I have been researching the recommended approach to thinking about asset allocation as I prepare to leave the corporate world. My portfolio currently sits as: Taxable - $1.8M (90% Stock Index Funds / 10% Cash) Tax Advantaged - $1.52M (IRA/401K) Annual expenses are $72K before taxes...

Hi All, Great reviewing the informative posts throughout the site. I am on the verge of moving from the corporate world and into FIRE. In terms of setting up my portfolio for income in retirement, I am evaluating several scenarios including a bucket strategy. Although I have been self...

Hi All, I am a new member here and excited to learn from the great people and posts. I am 52 and my wife is 50. We have two kids (one in college and the other in high school). I have been a lifelong investor albeit a boring one (index funds primarily). My goal is to retire at the beginning...