joseppy
Confused about dryer sheets
I'm 65, been retired for 9 yrs, pension + social security is $100,000 annually, $850,000 in investments which we haven't tapped yet. Currently have $650,000 invested with Edward Jones in mutual funds and bonds, 2/3 IRAs. The remaining $200,000 is invested in the Wisconsin Retirement Fund IRA. I am not too thrilled with the return on the EJ investments over the past 12 years. I'm considering moving the funds to another investor, such as Fisher Investments. I am not real knowledgeable about investing to do this myself without having some sort of management company involved. My wife and I love to travel, mostly in the U.S. by car, but we do get to Europe on river cruises on occassion. We live in Wisconsin but spend 3 months in Florida during the winter. We would like our investments to help us maintain this while we can still travel and enjoy life.