Search found 4 matches

by PacZen
Sun Jan 18, 2015 10:00 pm
Forum: Investing - Help with Personal Investments
Topic: Should I Declare Victory and Pack It In?
Replies: 173
Views: 17790

Re: Should I Declare Victory and Pack It In?

To the OP. I am a surgical pathologist. In the course of my daily duties, I would typically diagnose 10-20 people a day with cancer, sometimes incurable cancer. I saw life altering and life threatening diagnoses happen to people of all ages , including those with "good genetics" and "...
by PacZen
Tue Apr 16, 2013 12:02 pm
Forum: Investing - Help with Personal Investments
Topic: Two "Tough" Questions
Replies: 2
Views: 731

Two "Tough" Questions

I have two, potentially tough, questions for the Boglehead cognoscenti. My scenario: 55 year old, recently retired, with a sizable seven figure portfolio that currently has a large cash position. I would like to now set my portfolio up for the (hopefully) long future. The questions: First, should I ...
by PacZen
Tue Jan 29, 2013 9:48 pm
Forum: Investing - Help with Personal Investments
Topic: Retirement Portfolio Overhaul, Yikes, Help!
Replies: 3
Views: 558

Re: Retirement Portfolio Overhaul, Yikes, Help!

Thank you NYBoglehead. How would you suggest the Bond and Equity allocations be structured to generate income and minimize taxes?
by PacZen
Tue Jan 29, 2013 12:31 pm
Forum: Investing - Help with Personal Investments
Topic: Retirement Portfolio Overhaul, Yikes, Help!
Replies: 3
Views: 558

Retirement Portfolio Overhaul, Yikes, Help!

Warm greetings to everyone. Short time lurker, first time poster. I am seeking the collective wisdom of the forum regarding the structure of my portfolio heading into retirement. I recently retired 4 months ago. I have three children at home (15,9,7) and estimate my annual income needs to be ~$150K/...

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