Search found 6 matches

by KingEdward57
Fri Jan 12, 2018 5:24 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio Advice ~ Retiring Georgia Teacher
Replies: 9
Views: 1421

Re: Portfolio Advice ~ Retiring Georgia Teacher

thx a lot, facepalm.
I'll check w/ Schwab about the mutual fees you've mentioned.
Thank u for reminding me of this.

Ed
by KingEdward57
Fri Jan 12, 2018 9:28 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio Advice ~ Retiring Georgia Teacher
Replies: 9
Views: 1421

Re: Portfolio Advice ~ Retiring Georgia Teacher

Thank you for helpful tips ! Given my original inquiry, am wondering if the (Bogleheads) "Rick Ferris' LAZY-3-FUND" might be a good choice for me. {??} It's one that seems (to me, anyway) to be a good option. If you agree, then should I buy Mutual or ETF? [Am pretty sure I qualify for the 'Admiral' ...
by KingEdward57
Sat Dec 23, 2017 3:09 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio Advice ~ Retiring Georgia Teacher
Replies: 9
Views: 1421

Re: Portfolio Advice ~ Retiring Georgia Teacher

Thank u, Duckie, for the various Schwab possibilities you outlined. Will spend time comparing them over the weekend & I so appreciate you sharing them. And Peter ... you definitely have me thinking now about my rentals and wondering if I might need to look at them in a new way. I appreciate the idea...
by KingEdward57
Thu Dec 21, 2017 10:54 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio Advice ~ Retiring Georgia Teacher
Replies: 9
Views: 1421

Portfolio Advice ~ Retiring Georgia Teacher

Hello. I'm a 60-yr old just-retired teacher in the planning stage of structuring assets. Have just transferred all retirement monies to Chas Schwab. *[SCHWAB's now custodian / but investment options are not limited ... they don't need to be Schwab funds. Many free trades available]. I, meanwhile, ca...
by KingEdward57
Thu Jul 02, 2015 6:26 pm
Forum: Investing - Help with Personal Investments
Topic: ~ Portfolio Advice: *Retiring Georgia Teacher
Replies: 4
Views: 906

Re: ~ Portfolio Advice: *Retiring Georgia Teacher

Thanks so much, Lafder, Felix and Watty : Great advice from all of you ... & I'll check over the weekend on some of the missing pieces you spotted, especially those regarding Social Security and whether or not pension is adjusted @ inflation, etc. I'm not sure myself. Again, you've given me some thi...
by KingEdward57
Tue Jun 30, 2015 1:06 am
Forum: Investing - Help with Personal Investments
Topic: ~ Portfolio Advice: *Retiring Georgia Teacher
Replies: 4
Views: 906

~ Portfolio Advice: *Retiring Georgia Teacher

*June 30, 2015 ---------------------------------------------------------------------------------------------------------------- Greetings. I'm a Georgia public school teacher preparing for retirement in the summer of 2018. My hope is to be getting the financial house in order and would be grateful f...