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Re: [Physician] investment planning - taxable/tax advantaged

Thanks very much for OP's post and the others' replies. I have nothing to add at this time (except that I too was convinced to check out the Boglehead forums from WhiteCoatInvestor). I am very interested in the outcome of this thread as I am in a similar situation (although with a non-medical spouse...
by RinTinTin
Tue Mar 26, 2013 12:26 am
 
Forum: Investing - Help with Personal Investments
Topic: [Physician] investment planning - taxable/tax advantaged?
Replies: 12
Views: 1127

Re: ? about asset allocations for retirement planning

Thanks! Our health insurance is pretty good, and free! Will only have the plan for another year or so, though, when I finish this job and move on to the next. Will definitely need to have more in savings for a new-to-us car eventually, moving expenses, etc - but I think we can save that while still ...
by RinTinTin
Sun Mar 24, 2013 9:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: ? about asset allocations for retirement planning
Replies: 9
Views: 663

Re: ? about asset allocations for retirement planning

Ok, say I decide on a 85/15 or 70/30 portfolio - whatever sits well with you all. (Haven't decided exact numbers yet, just putting that aside so we can discuss the rest.)

What about the relative allocation of the equities as listed above? Thanks.
by RinTinTin
Sun Mar 24, 2013 6:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: ? about asset allocations for retirement planning
Replies: 9
Views: 663

Re: ? about asset allocations for retirement planning

Thanks for your help so far! I don't have specific questions about funds at this time -- just trying to get a handle on asset allocation. Thanks for the link to the info about bonds - I was looking at it from a risk-perspective (which I'm not averse to) rather than a diversification perspective. I w...
by RinTinTin
Sun Mar 24, 2013 6:31 pm
 
Forum: Investing - Help with Personal Investments
Topic: ? about asset allocations for retirement planning
Replies: 9
Views: 663

Re: ? about asset allocations for retirement planning

The 1% bonds is due to the 10% bonds in his 401k Target Retirement plan. I'm not sure why 100% stocks does not make sense. We won't need this money for 30 years. In 2008/2009, I didn't do anything because I figured it was retirement money and I would ride out the market -- and to be honest, I was bu...
by RinTinTin
Sun Mar 24, 2013 3:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: ? about asset allocations for retirement planning
Replies: 9
Views: 663

? about asset allocations for retirement planning

My husband and I are due for a rebalancing of our portfolio and would like to get some ideas before we pull the trigger. Info first, questions below. Thank you! ------------------------------- Emergency Funds: ~ 5 months expenses for the two of us now; not sure what our expenses will be when Baby #1...
by RinTinTin
Sun Mar 24, 2013 1:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: ? about asset allocations for retirement planning
Replies: 9
Views: 663

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