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    New milestone for us

    We went over the 1mil in our 401ks/IRAs after Friday. We have other non-qualifying invesetments but it was cool to see this. 4-5 more years for us. If it wasn't for college, we could retire in 2.
  2. C

    Nightmare Proposal!

    My husband and I have been using a FP via ameriprise and we were very happy with her and the results. Then he accepted a job with a large financial services company that starts with "F". The terms of his employment were that we have to move all of our money inside that company and trade from...
  3. C

    Our CFP results for the year

    I know many are very against using brokers/CFPs for good reasons. But I wanted to say that we are very happy with the first year with ours. She has not tried to sell us anything innapporpriate at all - no annuities, no life insurance. She did present us policies to review for long term care...
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    Should I drop out of this CD?

    No lectures. Hub signed up for this one. 3.9% ING matures March 2008, 35K, early redemption is 1/2 interest which would be $1061. What rate would we have to achieve in order to dump this? thanks!
  5. C

    Hi everyone!

    I just found this board - it's great. I am researching retiring earlier (than we already planned). I am almost 50 and my husband is 52. We have put away about 1M, continuing to put away about 60K or more per year. We have no debt, but we do have a mortgage - luckily we refinanced at 4.875 for...
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