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Re: How to sell very small business (or even if)

To all you helped me with some advice. My wife has sold her business, all contracts signed and an effective date of January 1, 2015. Actually we did not sell the business, just the goodwill. Actually received 2 offers. I agreed with Bungalow10, the sale is a client list and goodwill. First offer was...
by OldTimer
Sun Dec 07, 2014 8:16 am
 
Forum: Personal Finance (Not Investing)
Topic: How to sell very small business (or even if)
Replies: 12
Views: 1328

Re: Roll Call for the Retirement Class of 2014!

After working since freshman year in College it is time to retire (or as I like to phrase it turn to the next chapter of my life, if not a new book". The DW (66) and I (63) retire at 5:00 pm on December 31, 2014. We are both self employed (separate companies) and we are telling our clients toda...
by OldTimer
Fri Nov 21, 2014 9:07 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Roll Call for the Retirement Class of 2014!
Replies: 252
Views: 24883

Recommendaton on place to stay, Basel and Amsterdam

Thanks to all in advance. After years in the accumulation phase we are finally there. We reached or "number". No debts at all. Don't like the retirement word, but as of December 31, 2014 my wife and I will not be working. We are taking an 8 - 9 week trip in Europe, Poland, Vienna, Prague, ...
by OldTimer
Sat Aug 23, 2014 8:39 am
 
Forum: Personal Consumer Issues
Topic: Recommendaton on place to stay, Basel and Amsterdam
Replies: 2
Views: 218

Re: Retirement vs. Non-retirement stash

1.0 Non Retirement to 1.2 Retirement
by OldTimer
Thu Jun 05, 2014 9:07 am
 
Forum: Personal Finance (Not Investing)
Topic: Retirement vs. Non-retirement stash
Replies: 37
Views: 2361

Re: High Earners - What's Your Profession?

Engineer again, but moved into engineering 30 years ago.
by OldTimer
Thu Jun 05, 2014 9:05 am
 
Forum: Personal Finance (Not Investing)
Topic: High Earners - What's Your Profession?
Replies: 357
Views: 28936

Re: Advice on Parent Entering Assisted Living

Vested1: I have lots of experience on this situation, especially Aid and Attendance. My mother and MIL were both in an ALF recently (unfortunately both died within a few months ago). Key to remember is that the VA processing of A and A is slow, took them about a year after I got all the paperwork fo...
by OldTimer
Mon Mar 24, 2014 8:46 am
 
Forum: Personal Finance (Not Investing)
Topic: Advice on Parent Entering Assisted Living
Replies: 25
Views: 2649

Re: Denver Meetup Sun. 2/9/14 @ 12PM at Starbucks REI

Sorry I was unable to attend, my mother passed away 2 days before the meeting.

How was the turn out?
by OldTimer
Tue Mar 18, 2014 8:31 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Denver Meetup Sun. 2/9/14 @ 12PM at Starbucks REI
Replies: 7
Views: 1562

Recommendation on NJ Restaurant

Thanks in advance for any replies. I am in Colorado and will be visiting NJ to host a small family service for my mother who recently died. I am originally from NJ and moved 35 years ago. I am looking for a nice quiet restaurant on the coast between Newark and "the shore". Someplace with a...
by OldTimer
Tue Mar 18, 2014 8:27 am
 
Forum: Personal Consumer Issues
Topic: Recommendation on NJ Restaurant
Replies: 1
Views: 291

Re: Updated! Denver Meetup Sat. Feb. 9 @ 3PM at Starbucks RE

I will be there !

Jon, thanks for setting it up.

I was at the REI meeting last year.

How about an agenda?

I personally would like to discuss AA (I will retire in 2 years), emergency cash investment,

What other ideas do the others have?
by OldTimer
Sat Dec 28, 2013 9:06 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Updated! Denver Meetup Sat. Feb. 9 @ 3PM at Starbucks REI
Replies: 21
Views: 2622

Re: Denver Meetup for Feb 2014 (please respond)

Thanks for setting this up.

I was there last year, maybe we can do this on a schedule? Twice a year would seem about right to me.
by OldTimer
Sat Dec 21, 2013 10:08 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Denver Meetup for Feb 2014 (please respond)
Replies: 9
Views: 885

Re: What to do when a parent's money runs out?

Dear OP: So many of us have similar situations. In my case my 90 year old mother has been sending $1,000 per month (for over 20 years) to my 57 year old sister, plus has bought my sister 3 homes, 3 cars, paid for major bills, etc. Sis has never been married, income is $24,000 pr so per year. Now my ...
by OldTimer
Tue Jun 04, 2013 8:24 am
 
Forum: Personal Finance (Not Investing)
Topic: What to do when a parent's money runs out?
Replies: 135
Views: 15874

Re: Updated! Denver Meetup Sat. Feb. 9 @ 3PM at Starbucks RE

Jonathn: Hope you were able to manage your emergency and everything is better. Here are some of my notes from the group meeting. There were 5-6 of us there, interesting that most of use were engineering types. Discussed broad topics including AA ideas, writing a plan, keeping a "log", Vang...
by OldTimer
Sat Feb 16, 2013 9:30 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Updated! Denver Meetup Sat. Feb. 9 @ 3PM at Starbucks REI
Replies: 21
Views: 2622

Re: How to sell very small business (or even if)

Thanks everyone for theor advice. What appears to be reasonable is a combination of some cash up front, a monthly payment based on "held" management under contract and a phase out of my wife's responsibilities. The perfect candidate would be a person with the appropriate experience, maybe ...
by OldTimer
Tue Feb 05, 2013 8:54 am
 
Forum: Personal Finance (Not Investing)
Topic: How to sell very small business (or even if)
Replies: 12
Views: 1328

Re: Updated! Denver Bogleheads Meetup - Saturday February 9t

I will be there!!

Looking forward to meeting everybody. :beer
by OldTimer
Sun Feb 03, 2013 6:48 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Updated! Denver Meetup Sat. Feb. 9 @ 3PM at Starbucks REI
Replies: 21
Views: 2622

Re: Denver Bogleheads Meetup - Saturday February 9th

I will attend depending on location. If a small crowd a Starbucks or Racine's would work. Need to be off peak. If in SE`Aurora I may be able to get our club house, but no refreashments would be available so BYOC (Coffee). I would like to discuss ideas on how to invest cash, besides Prime MM and CD's
by OldTimer
Fri Feb 01, 2013 9:01 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Updated! Denver Meetup Sat. Feb. 9 @ 3PM at Starbucks REI
Replies: 21
Views: 2622

How to sell very small business (or even if)

25 years ago my wife and I started a property management business specializing in Homeowner Association management. I am involved in other businesses now, this question is really about her company now. We would like to retire in 2 years. She works out of the house ( our home was built with a dedicat...
by OldTimer
Mon Jan 28, 2013 9:52 am
 
Forum: Personal Finance (Not Investing)
Topic: How to sell very small business (or even if)
Replies: 12
Views: 1328

Why am I so scared about my VWEHX Investment?

I am almost 62, self employed and planning on retiring in 1-2 years. Currently my AA is at 25% equities-75% cash/bonds/CD's overall. My investment stragtegy is the 2 bucket plan. I have zero debt, including no mortgage, and my investments passed the $1.0 Million investable many years ago. Bucket 1 i...
by OldTimer
Tue Nov 27, 2012 9:12 am
 
Forum: Investing - Help with Personal Investments
Topic: Why am I so scared about my VWEHX Investment?
Replies: 16
Views: 2840

Denver Chapter

I am new this year to this webpage...why isn't there an active Denver Chapter? Or am I missing something here?
by OldTimer
Sat Sep 22, 2012 9:02 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Denver Chapter
Replies: 1
Views: 365

Re: Veteran Aid and Attendance Benefit

Thanks Al, so this is a real program? Seems too good to be true.

Did you do all the paperwork yourself? Seems like there are many people willing to help for "free".
by OldTimer
Thu May 24, 2012 8:13 am
 
Forum: Personal Finance (Not Investing)
Topic: Veteran Aid and Attendance Benefit
Replies: 4
Views: 415

Veteran Aid and Attendance Benefit

My mother is in an Assisted Living Facility in Colorado.

I keep hearing about a Government pension program that would pay my mother a pension based on my father's service.

My mother is a surviving spouse of a WWII veteran.

Does anyone have any first hand experience with this program?
by OldTimer
Wed May 23, 2012 8:33 am
 
Forum: Personal Finance (Not Investing)
Topic: Veteran Aid and Attendance Benefit
Replies: 4
Views: 415

Re: Deductability of Mother's Assisted Living $$

Thanks to all.

I forgot to mention that she has Alzehmer's and needs help with 3 ADL's
by OldTimer
Sat Mar 31, 2012 10:32 am
 
Forum: Personal Finance (Not Investing)
Topic: Deductability of Mother's Assisted Living $$
Replies: 15
Views: 999

Re: Deductability of Mother's Assisted Living $$

Thanks sscritic.

So this might be a case where investing her assets for a low return would be best.

I have her financial POA, so I just need to structure her investments for ultras safety (ie low return) and stay under the $3,700.

Thanks for the leads.

Are there others out there in my boat?
by OldTimer
Sat Mar 31, 2012 9:07 am
 
Forum: Personal Finance (Not Investing)
Topic: Deductability of Mother's Assisted Living $$
Replies: 15
Views: 999

Deductability of Mother's Assisted Living $$

I am 60 (live in Colorado) and unfortunately had to place my mother (89 yo) in an assisted living place in Florida. She wants to stay in Florida since her sister (92 yo)lives there on her own. Good news is she likes it, bad news it is expensive, about $6,000 total per month. I pay 90% of her expense...
by OldTimer
Sat Mar 31, 2012 8:47 am
 
Forum: Personal Finance (Not Investing)
Topic: Deductability of Mother's Assisted Living $$
Replies: 15
Views: 999

Re: [POLL] How many miles on your car?

I have two cars.

1999 Lexus SUV for my wife,bought used, 130,000 miles, she drives 6,000 per year

I drive a 2003 Lexus SUV, 225,000, this our main car, 25,000 per year now.

We are trying for 400,000 miles on the 2003 Lexus
by OldTimer
Sat Mar 31, 2012 8:35 am
 
Forum: Personal Consumer Issues
Topic: [POLL] How many miles on your car?
Replies: 141
Views: 6800

Re: New to this site

I am new too, after reading the Money magazine article.

Fired my advisor too several years ago when I realized he made more money on my investments than I did.

Thanks to all for the advice I have seen already.
by OldTimer
Sun Feb 26, 2012 8:37 am
 
Forum: Investing - Help with Personal Investments
Topic: New to this site
Replies: 11
Views: 533

Re: Veteran Benefits for Surviving Spouse

Thanks Sheepdog and OAG.

Sounds like I should stay away from the $8,000 attorney!!
by OldTimer
Sun Feb 26, 2012 8:30 am
 
Forum: Personal Finance (Not Investing)
Topic: Veteran Benefits for Surviving Spouse
Replies: 3
Views: 417

Veteran Benefits for Surviving Spouse

I have had to take over my mother's finances and place her in an assisted living facility in Florida. My father died 20 years ago. He was a WW II veteran of Normandy I have heard of a program by the VA that pays about $1,100 per month towards my mother's care if she meets certain criteria. She meets...
by OldTimer
Sat Feb 25, 2012 10:22 am
 
Forum: Personal Finance (Not Investing)
Topic: Veteran Benefits for Surviving Spouse
Replies: 3
Views: 417

Re: Vanguard High Yield Corporate

Thanks for all the advice.

By safe maybe I should have used a better term, reasonable investment.

I currently have about 15% in HY, this money is held for longer term needs, 5+ years.

I think I understand the risks.
by OldTimer
Sat Feb 25, 2012 9:04 am
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard High Yield Corporate
Replies: 22
Views: 1988

Vanguard High Yield Corporate

I have been putting more and more $$ into the Vanguard High Yield Corporate Fund Admiral Shares.

Seems pretty safe to me. Any disagree? Better than Money market
by OldTimer
Fri Feb 24, 2012 5:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard High Yield Corporate
Replies: 22
Views: 1988

Average Vanguard Account

I have always wondered what the average Vanguard account amount was, and how I compared to this average?

I have been investing with Vanguard now for over 25 years. :dollar
by OldTimer
Fri Feb 24, 2012 5:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: Average Vanguard Account
Replies: 1
Views: 551

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