Search found 2 matches

by Madeline
Sat Aug 25, 2012 8:37 am
Forum: Investing - Help with Personal Investments
Topic: New member ... help please
Replies: 26
Views: 2856

Re: New member ... help please

Debt none no mortgage Married don't know anything about our tax rate husband 61 wife 59 desired asset allocation totally unknown ... new investor since age 50 Currently have $45000 ... $15,000 stock (fairholme and Contrafund) the balance all in bond funds Fidelity total bond $75,000 cash in a money ...
by Madeline
Sat Aug 25, 2012 7:32 am
Forum: Investing - Help with Personal Investments
Topic: New member ... help please
Replies: 26
Views: 2856

New member ... help please

Just found your website ... have had no help from Fidelity advisors who tell me just to put our entire portfolio in their Target date fund and won't recommend specific funds. I am 59 and my husband is 60 and retired due to job elimination. We started investing very late in life ...our fifties after ...