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Re: New to the forum - need some advice

Duckie: I don't know much about CDs but these interest rates seem pretty good right now. I think you should keep them. Where are the CDs held? A bank or a brokerage? MDLOX is a different matter. You should each sell that fund, open Roth IRAs at Vanguard and roll the money over in a trustee-to-truste...
by TwinkleToes
Fri Jul 19, 2013 3:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: New to the forum - need some advice
Replies: 12
Views: 1231

Re: New to the forum - need some advice

Thank you the for warm welcomes and your help. I'm so glad I found this forum. You guys are awesome, I appreciate the great advice that was given from all of you. Grt2bOutdoors: I plan on getting a hold of those books you suggested, we (hubby and I) wont make any investment decisions until we have r...
by TwinkleToes
Thu Jul 18, 2013 6:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: New to the forum - need some advice
Replies: 12
Views: 1231

New to the forum - need some advice

Emergency Funds: Have 6 mths Debt: mortgage $205k @ 3.00% -15yr loan (refinanced last yr, plan to pay it off in 9yrs), Auto $15k @ 2.49% - 4yr loan Tax filing status: Married filing jointly with one dependent child Tax Rate: ?? State of Residence: UT Age: Husband 38yr, Wife 41yr Desired Asset Alloca...
by TwinkleToes
Tue Jul 16, 2013 7:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: New to the forum - need some advice
Replies: 12
Views: 1231

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