Search found 7 matches

by Jtrob2
Fri Nov 06, 2020 10:37 am
Forum: Personal Finance (Not Investing)
Topic: severance negotiation
Replies: 83
Views: 4567

Re: severance negotiation

Salutations Bogleheads, Over the last few years, I have gained tremendously from the collective wisdom of you all. And have also made a lot of progress on the personal finance front. And for this, I am sincerely thankful to all of you. I am now in a peculiar situation regarding my departure from my...
by Jtrob2
Fri Nov 06, 2020 10:25 am
Forum: Personal Investments
Topic: $20,000 windfall- Help!
Replies: 71
Views: 5385

Re: $20,000 windfall- Help!

Go option “a”. In 1985 I made my first mutual fund investment with wedding gift money and have never touched it. It was one of the best decisions of my life! If you are inclined to do so, it would be cool to hear the details! I love these examples of compounding at work! Married in late 1984, had n...
by Jtrob2
Fri Aug 14, 2020 11:28 am
Forum: Personal Investments
Topic: Best financial gift to give a newborn child
Replies: 47
Views: 4726

Re: Best financial gift to give a newborn child

I would pick one mutual fund and get them started. I did a similar thing with my kids, turned out to be a great thing for them. I setup a UTMA for each of mine, when they got jobs and their first vanguard accounts they moved them over. I decided against a 529 because that money is theirs when they g...
by Jtrob2
Fri Aug 14, 2020 11:11 am
Forum: Personal Investments
Topic: $20,000 windfall- Help!
Replies: 71
Views: 5385

Re: $20,000 windfall- Help!

Go option “a”.
In 1985 I made my first mutual fund investment with wedding gift money and have never touched it. It was one of the best decisions of my life!
by Jtrob2
Sun Jun 14, 2020 2:41 pm
Forum: Personal Investments
Topic: Where put cash for 96-year-old folks?
Replies: 17
Views: 2256

Re: Where put cash for 96-year-old folks?

I would go HY savings account, and do quarterly transfer into local bank checking account for daily living expenses. HY’s right now are still north of 1%, safe and readily available for cash.
by Jtrob2
Wed Jun 03, 2020 6:56 pm
Forum: US Chapters
Topic: Roll Call for the Retirement Class of 2020!
Replies: 303
Views: 39426

Re: Roll Call for the Retirement Class of 2020!

Just retired a month ago, 4/1 to be exact, Turning 59 soon. Worked most of my career for large publicly traded companies, was 21 years with the last one. Work was mostly enjoyable, but I’m WAY ready to move on to the next chapter😁 Welcome to the Bogleheads, Jtrob2, and welcome to this Venerable Ret...
by Jtrob2
Tue May 05, 2020 9:11 am
Forum: US Chapters
Topic: Roll Call for the Retirement Class of 2020!
Replies: 303
Views: 39426

Re: Roll Call for the Retirement Class of 2020!

Just retired a month ago, 4/1 to be exact, Turning 59 soon. Worked most of my career for large publicly traded companies, was 21 years with the last one. Work was mostly enjoyable, but I’m WAY ready to move on to the next chapter😁