Recent content by Invest&ski

No real relationship with my only brother in last 12 years. It rested from a business relationship we were in. Screaming at me (or really anyone in a business) is not appropriate behavior, but hotheads don’t change. So, I just done deal with him at all unless necessary related to elderly...

That’s good to hear. We go see a lot of the 70s groups and most still do a great show. I know a guy whose mother in law grew up with Pat Benatar on Long Island. They all got invited to one of her shows a few years ago and he showed me the pics of them all with her and Neil Giraldo...

Those are all very good facts and unfortunately true. What many don’t see is the sacrifices percents like I had made to educate us well while working in factory jobs or jobs they didn’t like. For years, I worked massive OT to pay off college loans, only to again go back at 40 to get an MBA...

I appreciate your reply and sorry I didn’t see it until late. Those are great recommendations. I agree with you regarding debt. We don’t/wont have any mortgage or other debt and cars are late model too. We will be downsizing, just not sure how far to take that. Will be going from a house...

The planning program has it just increasing the investment balance to continue to generate more income. Over remaining life it funds that retirement income and leaves a hefty balance for our two kids.

This is all very helpful and be assured, I’m not bragging, just concerned because I always had a very above average income and therefore put aside a lot of it, mostly in after tax accounts, some in 401k. I guess you could saw we were privileged but retirement is sort of an equalizer; we all...

I have them detailed, just can’t find a way to paste excel data or a pic into reply.

Hello Seniors, we are a 62/60 couple living in FL currently. I know the answer to my question is very individualized, but I’m wondering about the living expense sets of other seniors as I approach retirement. I have paid fiduciary advisors but when I asked if my planned range seems adequate...