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Simplify usingVASIX

As I get older I am wanting to simplify all. Recently sold large home for smaller one in Florida. Currently looking to move the majority of our investments to the Vanguard Life Strategy Income Fund (VASIX) to simplify our investments as well. Currently retired (66) no bills other then monthly expens...
by fancyrick63
Fri Jul 25, 2014 10:55 am
 
Forum: Investing - Help with Personal Investments
Topic: Simplify usingVASIX
Replies: 2
Views: 364

Savannah, Ga trip

Going to Savannah, GA for a few days wanted to see if anyone could recommend a few places they liked the most (only there for a few days) and a few medium priced restaurants (any type) that locals possibly would recommend (don't like tourist traps).Thank you.
by fancyrick63
Wed May 08, 2013 7:25 pm
 
Forum: Personal Consumer Issues
Topic: Savannah, Ga trip
Replies: 11
Views: 697

Asset Management Services

Question to the forum regarding Vanguards Asset Management Services; my wife and I recently retired, I am 65 she is 60, no bills, no mortgage, have reocurring revenue more then enough for monhly expenses. Would like to modesly grow portfolio to keep up with inflation portect base as much as possible...
by fancyrick63
Thu Jan 31, 2013 7:53 pm
 
Forum: Investing - Theory, News & General
Topic: Asset Management Services
Replies: 3
Views: 467

Auto registration

Thank you in advance for all your help. Recently sold our home in Colorado and have been traveling to various states to see if there is another state ie Florida (or wherever) to retire in. In Part to all my auto registration and auto insurance will be due the end of September and since I am not an o...
by fancyrick63
Mon Aug 13, 2012 8:01 pm
 
Forum: Personal Consumer Issues
Topic: Auto registration
Replies: 4
Views: 536

Retiring/Health insurance

The members of Bogleheads have helped me out on various occassions with vaious issues and I much appreciate that so I am coming back once again. We have recently sold our house (at least it is under contract) if all goes well we will be moving to another state. We are planning to move initially to M...
by fancyrick63
Fri May 04, 2012 11:06 am
 
Forum: Personal Finance (Not Investing)
Topic: Retiring/Health insurance
Replies: 2
Views: 570

Retiring [to Florida?]

Wanted to get the members opinions on the pro and cons of moving to Florida sometime this year after we sell our house and my wife retires. Currently residing in Colorado for approx 22 years, want a change and would like to move to a warmer climate without state taxes. Looking at the the St.Augustin...
by fancyrick63
Sat Apr 21, 2012 8:51 pm
 
Forum: Personal Consumer Issues
Topic: Retiring [to Florida?]
Replies: 47
Views: 4309

Re: Asset Allocation Recommendation/Help

Penn, Wanted top thank you once again for your advise. The impute I rec'd from you enabled me to get back into the "game" once again. After doing some sole searching and research I have made some of the changes you had recommended, although I still have been reluctant to jump back into sto...
by fancyrick63
Thu Apr 05, 2012 8:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: Asset Allocation Recommendation/Help
Replies: 10
Views: 757

Re: Asset Allocation Recommendation/Help

Penn, Once again I am back asking additional questions regarding the re-balancing of the portfolio. In my IRA you made a suggestion in dropping the total bond market down from 38.97% to 10% while doing 30% in TIPS which would require me selling off of 28.97% of the bond acct. Is there a re balancing...
by fancyrick63
Mon Apr 02, 2012 12:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Asset Allocation Recommendation/Help
Replies: 10
Views: 757

Re: Asset Allocation Recommendation/Help

Penn, Once again thank you. Sorry to take more of your time but there are few things that I would like clarified based on your recommendations. The first being the short term and intermediate bonds; are you suggesting a Vanguard funds to do these individual bonds please explain further? Also is it y...
by fancyrick63
Fri Mar 30, 2012 5:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Asset Allocation Recommendation/Help
Replies: 10
Views: 757

Re: Asset Allocation Recommendation/Help

Penn tou for your insight and response it is iated. I ave already taken SS it is part of the monthly mix that I initially mentioned. What I am looking at in all proababliy is the standard 4% annual withdrawal from my investments however I am trying to figure how I can do so while mitigating the inev...
by fancyrick63
Thu Mar 29, 2012 3:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Asset Allocation Recommendation/Help
Replies: 10
Views: 757

Asset Allocation Recommendation/Help

Asset Allocation recommendation This is my first post and I would like to thank anyone who responds in advance for their time spent helping me out. Like many I have been reluctant in getting back into the market however after reading The Bogleheads it has given me some confidence to do so. Here is m...
by fancyrick63
Wed Mar 28, 2012 5:24 pm
 
Forum: Investing - Help with Personal Investments
Topic: Asset Allocation Recommendation/Help
Replies: 10
Views: 757

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