Recent content by mrfeh

You'll get it back in higher dividends and increased NAV.

If you haven't sold shares, you haven't lost anything.

You'll be happy you didn't in a year or two.

Receiving SS doesn't reduce your expenses. It adds an income stream.

+1 +1

relevant thread on bogleheads: Expected return on Fixed Indexed Annuity - Bogleheads.org

+1 Another vote for UTMA.

Folks are being overly conservative in this thread, IMO. Massive drops in equities (great depression, great recession) are taken into account in the planning tools such as firecalc. If firecalc and the others say you are good to go, and you have a solid understanding of your expenses, I think...

I've used Empower as an aggregator in the past. Before you go that route, ask yourself if you are comfortable giving out credentials for your financial accounts. There are lots of threads over on bogleheads.org on this subject, if you want to do some reading. I no longer use any aggregators. I...

Fidelity will probably pay that fee for you, but double check.

I would not be comfortable with a 3.5% WR at 46 years of age. My ceiling would be 3%. You might be looking at 50 years of retirement.

+1 Too early to think about specific plans.

There are dozens of Fidelity vs Vanguard threads over at bogleheads.org for those that are thinking of switching. Given the better web site, better service, brick and mortar locations and equal or lower cost at Fidelity, I don't see any reason not to switch.

google.com/search?q=fire+acronym

No. Dividends are a component of portfolio growth.