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Hi, I'm 57 years old and manage all my own investments but am interested in hiring a fee based financial planner to create retirement financial analysis that would hopefully validate my view on my ability to retire. I want a plan/model that will take show my annual spending and optimal ways to...

Curious to how many folks have a country club/golf membership. It is something I think I would enjoy in retirement but haven't joined in my working life as just wouldn't have been a priority over kids sports and activities. I can afford it and my wife is encouraging me even though I haven't...

So I know all about historical returns of the stock market over prolonged periods of time but also very familiar with turbulent times like we are experiencing now. So question is there ever a point where it is ok to not try to maximize your nest egg but rather protect and preserve if you've met...

I'm interested in people's thoughts on inheritance when you have a stepchild. I know I'm probably putting too much thought and making this more complicated than it should be but welcome the input of others. I have one stepchild and one of my own. The stepchild has her dad and one aunt and is...

Looking for how folks manage their investments once they FIRE and are living off savings for annual living expenses. I haven't FIRE'd yet (54 years old) even though all calculators say it is 100% success rate. I can't mentally let go. Therefore looking how people manage their portfolio...

Question on how the SWR is calculated when people say their might be 4% or 3 % etc. If I have a $4.5M nest egg (assume all in taxable accounts) If I earn 2% interest =. $90K/year Assume 20% taxes (just a guess) =. $18K year in taxes Net interest income after tax =. $72K My annual spending...

Has anyone seen this Forbes article suggesting the following portfolio for a 9% yield with a portfolio of five CEF's? Thoughts? Must be tremendous risk associated to get that type of yield...

So my view is I'm retired when I no longer have to work for $'s and no longer have to manage a career or resume. My vision is I'll still do some part time work to provide some structure and enjoyment even when retired. So my questions are the following: - Do you do any paying work in...

Hi, Was wondering if anyone subscribes ($100/yr) to the Retirement Daily on TheStreet.com website. Interested in any feedback anyone has with respect to the value and usefulness of content offered. The headlines often get me clicking on it and brings me to paid website. Thank You.

I enjoy reading everyone's post as I struggle to not stress about finances as the I am overly conservative and have constant fear to not mess it up. Mathematically I think we are fine but mentally I can never let go the need to work, save and invest. I know no one here can help with the mental...

Hi, I am 48 years old and new to this site and spend a lot of time focused on personal finance. An overview of my financial situation is following. Overall net worth is $3M broken down by following: $500K primary house $500K rental house ($2800/month) $1M Liquid investments non retirement...