Search found 5 matches

by GMercier
Mon Mar 20, 2017 2:13 pm
Forum: Investing - Help with Personal Investments
Topic: New Boglehead, Kids's College, & Emergency Fund Transfer
Replies: 25
Views: 1090

Re: New Boglehead, Kids's College, & Emergency Fund Transfer

Updates Here I was thinking that I was doing great by standards of almost everyone I know in my tribe, and then I asked the Bogleheads. This was a bit of a wakeup call that I am in over my head! I super appreciate all your help. You guys are truly helpful. I just moved from a $43K social service ca...
by GMercier
Sun Mar 19, 2017 9:44 pm
Forum: Investing - Help with Personal Investments
Topic: New Boglehead, Kids's College, & Emergency Fund Transfer
Replies: 25
Views: 1090

New Boglehead, Kids's College, & Emergency Fund Transfer

Financial Status: Emergency funds: $20K - 6 months living expense Debt: $95K home at 4.875% 23 years left; no other debt Tax Filing Status: Married Filing Jointly, wife no income, stays home with kids Tax Rate: I don’t know; making $55K/annually State of Residence: NY Age: 35 Desired Asset allocati...
by GMercier
Sat Sep 17, 2016 10:51 pm
Forum: Investing - Theory, News & General
Topic: Sound Mind Investing
Replies: 11
Views: 1746

Sound Mind Investing

No one in Bogleheads seems to talk about Sound Mind Investing. I can't find much when searching this site. Does anyone recommend them or are they too far away from Bogle financial worldview for your consideration? Their "Basic Strategy" matches Bogle, but their "Upgrading" takes ...
by GMercier
Fri Sep 16, 2016 8:59 am
Forum: Investing - Help with Personal Investments
Topic: Just Getting Started w/ Roth IRA
Replies: 6
Views: 758

Re: Just Getting Started w/ Roth IRA

Thank you all for the ideas! It feels good to have some idea of what I am doing and not be totally lost. I'm learning. If You Can: I will read If You Can. Thanks. Spouse IRA: I'll look further into the idea of opening an IRA for my non-employed wife; I was unaware that I could until now. We simply d...
by GMercier
Thu Sep 15, 2016 11:00 am
Forum: Investing - Help with Personal Investments
Topic: Just Getting Started w/ Roth IRA
Replies: 6
Views: 758

Just Getting Started w/ Roth IRA

Hello Bogleheads! I'm just getting started learning about investing and I'm just getting over being over-whelmed. I've read Sound Mind Investing (SMI) Handbook, and Common Sense on Mutual Funds by Bogle. Now I am settling into needing personalized advice and some experience. I just opened a Roth IRA...

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