Thank you, Bonesly, for the quick review and thoughts on some potential actions for me to take. I also appreciate you sharing you AA from non-retirement years into your retirement years. Your AA is on the aggressive side based on the various TDF glide paths I researched, which is where I lean personally.
I'll spend some time in the questionnaire, assess how many funds I can reduce to get down from 19 (simplicity is key), and review the other resources your provided.
To your point on the cash in the Vanguard Money Market Fund, yes that is actually for short term savings goals so I should exclude that. Is it worthwhile updating my post?
For the individual stocks, JPM has sentimental value as it was a gift when a family member passed years ago. SO is a stock I could part ways with. It was a good individual stocks with growth and a solid dividend.
I'll spend some time in the questionnaire, assess how many funds I can reduce to get down from 19 (simplicity is key), and review the other resources your provided.
To your point on the cash in the Vanguard Money Market Fund, yes that is actually for short term savings goals so I should exclude that. Is it worthwhile updating my post?
For the individual stocks, JPM has sentimental value as it was a gift when a family member passed years ago. SO is a stock I could part ways with. It was a good individual stocks with growth and a solid dividend.
Statistics: Posted by Path2ER — Fri Jan 31, 2025 5:34 pm