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Thanks! Thanks for all the good info. We've already logged onto Bogleheads and are thinking hard about the 1% fee issue. Sounds like it 's really not much work to do it myself, and I'm especially glad to hear that qualified funds (IRAS, 401Ks) don't need to have their cost basis tracked or...

And I think I'm totally confused about how to keep track of hundreds or thousands of purchase prices, gains, etc. years after I've bought various funds, and thus and also confused about how to deal with selling them at the lowest tax consequence. Thanks, QT

No, not a troll at all. I'm just someone who feels like it is all a lot of work, that I don't have the skill set or time to deal with doing it properly, and feeling even less so as I accumulate more $$. But at the same time, I'm a cheapskate and I'm torn about paying big bucks to have...

No one seems to ever discuss how much work it is or how much time it takes to keep track of and manage their investments leading up to and while in retirement. Can you please comment on how much time per month you spend on research, tax angling, monitoring, bookkeeping, rebalancing, etc...

Am helping my elderly other with setting up her estate plan. Before we meet with a lawyer ($$!), my 4 siblings and I need to thrash out a solution to a sticky situation. We all get along great, and want to sort this out without messing up the relationships. I hope to hear your thoughts on what...