stephenson
Thinks s/he gets paid by the post
- Joined
- Jul 3, 2009
- Messages
- 1,610
The little things ... trying to hack my way through them ...as always, I appreciate everyone's thoughts!
I have a couple of kinds of money coming in each month/quarter ...
1. I need to tell my recently retired megacorp where to send pension annuity ... my normal "paycheck" was going to a local bank, but since we have already moved it is not local any longer ...
2. I have military pension going to Vanguard
3. I have a small VA component going to TR Price
There must have been good reasons for this ... right? Sigh ... maybe not ... Seems long ago
So, I have rollover IRAs with both Vanguard and Fidelity ... I have leftover accounts with BB&T and NFCU ...
I would like to simplify somewhat ... our circumstances are like most. We need an operating account for small check writing (although this is less and less frequent as we use credit cards and payoff each period - points!), we need to occasionally write big checks for major purchases where they don't take credit cards ... everything else is investment/savings ...
Would LOVE some recommendations or thoughts on what you may done and learned the lessons from ...
Thanks!!
I have a couple of kinds of money coming in each month/quarter ...
1. I need to tell my recently retired megacorp where to send pension annuity ... my normal "paycheck" was going to a local bank, but since we have already moved it is not local any longer ...
2. I have military pension going to Vanguard
3. I have a small VA component going to TR Price
There must have been good reasons for this ... right? Sigh ... maybe not ... Seems long ago
So, I have rollover IRAs with both Vanguard and Fidelity ... I have leftover accounts with BB&T and NFCU ...
I would like to simplify somewhat ... our circumstances are like most. We need an operating account for small check writing (although this is less and less frequent as we use credit cards and payoff each period - points!), we need to occasionally write big checks for major purchases where they don't take credit cards ... everything else is investment/savings ...
Would LOVE some recommendations or thoughts on what you may done and learned the lessons from ...
Thanks!!