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Gentle suggestion: Please focus on OP's question.

Discussions about wedding rings are appropriate as a 'current' expense item, but the OP's question relates to retirement allocation at his age.

Let's not derail this thread with too much focus on a single aspect of current expenditures, as important as that single item may be.

Thanks. Moderator Pops1860

Please keep responses in this thread relevant to OP's question.

OP has posed a specific question. Critiquing other members comments (re-balancing vs. market timing comments) are off-topic and risk derailing this thread.

Thank you. Moderator Pops1860

This thread has run its course and is now locked.

While most responses have been directed at OP's question/situation, several recent posts have been off-topic and have generated derailing discussions. These posts have been deleted.

Thanks to members who posted relevant perspectives. These remain visible to future browsers of this thread.

Moderator Pops1860

This thread has been moved to the “Personal Investments” forum. Moderator Pops1860

This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860

Please remember forum rule on civility:

Discussions are about issues, not people. If you disagree with an idea, go ahead and marshal all your forces against it. But do not confuse ideas with the person posting them. At all times we must conduct ourselves in a respectful manner to other posters.

Thank you. Moderator Pops1860

This thread has run its course and is now locked. OP's question/situation has been solved (see his initial post update) and he has updated his thread title accordingly.

Moderator Pops1860

This thread has run its course and is now locked. Comments are no longer responsive to OP's question. Moderator Pops1860

This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860

This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860

This thread has run its course and is now locked.

OP has deleted his original post. Moderator Pops1860

Please keep responses focused on OP's specific question/concern.

General comments on 'too conservative' opinions and other off-topic responses risk derailing this thread.

Thanks. Moderator Pops1860

This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860

This thread has run its course and is now locked. Reminder of forum protocol:

Note that topics must be directly connected to your (or your friend's or family's) financial life. General comments or complaints about these topics will be locked or removed.

Also,

Non-actionable or Trolling Topics

If readers can't do anything with the content of a topic other than argue about it, it does not belong here.

Moderator Pops1860

This thread has run its course and is now locked. Remember forum rule:

Non-actionable or Trolling Topics

If readers can't do anything with the content of a topic other than argue about it, it does not belong here.

Moderator Pops1860

This thread has been moved to the "Personal Finance (Not Investing)” forum. Moderator Pops1860

This thread has been moved to the “Personal Investments” forum. Moderator Pops1860

This thread has been moved to the "Personal Finance (Not Investing)” forum. Moderator Pops1860

Added clarification to title to help focus responses. Moderator Pops1860

This thread has been moved to the "Personal Finance (Not Investing)” forum. Moderator Pops1860

This thread has run its course and is now locked.

Remember forum policy:

Non-actionable or Trolling Topics

If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include:
US or world economic, political, tax, health care and climate policies

Comments in this thread so far give future browsers a good idea of the content of the PBS documentary.

Moderator Pops1860

Please remember forum rules:

If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include:
US or world economic, political, tax, health care and climate policies

Some previous comments are borderline in this regard, and risk derailing this thread. Please keep doscussion focused on financial and investment aspects/concerns of the evolving situation. Moderator Pops1860

This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860

This thread has been moved to the “Personal Finance (Not Investing)" forum. Moderator Pops1860

This thread has been moved to the “Personal Investments” forum. OP is evaluating his personal investment strategy. Moderator Pops1860

This thread has been moved to the “Personal Investments” forum. Moderator Pops1860

This thread has been movd to the “Personal Investments” forum. Moderator Pops1860

This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860

Reminder:

Please keep comments focused on OP's question of whether or not TM is worth a $1000 investment, and/or alternative resources.

Discussion of the details of TM itself may risk derailng this thread.

Moderator Pops1860

This thread has been moved to the “Personal Finance (Not Investing)” forum. Pops1860

Merged several threads on essentially the same topic into one thread. Moderator Pops1860

This new thread has been merged into this on-going thread on the same topic. Moderator Pops1860

This thread has been moved to the “Personal Investments” forum. Moderator Pops1860

Both these threads have been merged. Moderator Pops1860

This new thread above has been merged with a previous on-going thread on the same topic. Moderator Pops1860

This thread has run its course and is now locked. Replies are routinely straying from OP's question about relevant personal experiences. Moderator Pops1860

This thread has been moved to the “Personal Investments” forum. Moderator Pops1860

This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860

This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860

Please focus on OP's question. Multiple replies that are 'just opinions' can derail a thread.

OP is a new member, and posted his question very precisely. Please welcome him to the forum without derailing things here.

Moderator Pops1860

This thread has run its course and is now locked. Discussions have wandered from addressing OP's situation. Moderator Pops1860

I'd suggest your wife initiate a transfer to her favorite custodian (perhaps Vanguard - since you already have accounts there).

Agree. And have the investment firm that you are transferring the funds to initiate the transfer. I am assuming you want to transfer all the $$ you have at Edward Jones. But I guess transferring just part of your holdings at EJ would work as well.

Your new investment firm will handle all the details (like selling, etc.) after consulting with you.

Good luck.

This topic has been moved to the "Personal Finance (Not Investing)” forum. Moderator Pops1860

This thread has run its course and is now locked. Moderator Pops1860

Discussion of gambling (personal) issues is not an allowable topic for this forum. This thread has run its course and is now locked.

Moderator Pops1860

Please keep comments focused on OP's question.

Discussions of 'ethical' aspects of legal tax procedures are off-topic.

Moderator Pops1860.

This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860

This thread has run its course and is now locked.

Discussions involving personal relationships are off-topic for this forum.

In addition, remember forum rules for civility in discussions:

Discussions are about issues, not people. If you disagree with an idea, go ahead and marshal all your forces against it. But do not confuse ideas with the person posting them. At all times we must conduct ourselves in a respectful manner to other posters. Attacks on individuals, insults, name calling, trolling, baiting or other attempts to sow dissension are not acceptable.

Moderator Pops1860

This thread has been moved to the “Personal Consumer Issues” forum (computer issue, not investing per se). Moderator Pops1860

This thread is locked per forum rules:

Medical Issues

Questions on medical issues are beyond the scope of the forum. If you are looking for medical information online, I suggest you start with the Medical Library Association's User's Guide to Finding and Evaluating Health Information on the Web which, in addition to providing guidance on evaluating health information, includes a list of their top recommended sites. #

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