Search results

  1. T

    Should I run this through a 529?

    DD is starting college this fall and it looks like her college fund will be about 25-30K short. We can afford to just cover the extra expenses each semester, but I'm wondering if we shouldn't open another 529 for her to take advantage of any tax benefits? We live in Minnesota and would use the...
  2. T

    Retirement home purchase

    I'll be speaking with my financial advisor about this, but thought I'd first ping you experts on what to consider. Background: Still working, owe about 55K on current mortgage (about halfway through a 10yr- 3.25%); house worth about 400K. Looking to retire, sell the house and move in about...
  3. T

    Two years to the big move

    In two years, we'll be selling the house we've lived in for 20 years and moving across the country to where we want to retire. I figure I have that time to pare down to what I really need since we've accumulated a lot raising the family, etc. Not an insane amount, like others around us, but more...
  4. T

    52 and dreaming of palm trees

    Hi, I'm happy to find this group and have been eagerly reading and learning! It's clear I have lots to learn. My spouse and I hope to retire in a couple years. No date set, but I'm eyeing Jan. 2024. We'll both turn 55 that year. We have one child in college, living at home. And about 25K more...
Back
Top Bottom