User Profile

[srblanco7]

We set up a revocable trust last year on the recommendation of our estate planning attorney. We've moved our brokerage account and house into the trust....

[srblanco7]

Only other consideration that I could come up with was to verify that you don't have other (traditional) IRAs, in which case the pro rata rule may apply....

[srblanco7]

Not yet there. Transitioned to 24 hrs/week last May and plan to continue that thru the end of this year. DW is also RPT. Plan is for both of us to...

[srblanco7]

The top 10% of earners account for roughly 50% of consumer discretionary spending. And for these households, their perception of their how they are...

[srblanco7]

Including an estimate of DWs lifetime earnings but not adjusting our earnings for inflation, we're pretty close to a 1:1. My earnings history on the...

[srblanco7]

I generally purchase new treasuries (on Vanguard it's labeled "auction" from what I recall) and hold them until they mature. As others have...

[srblanco7]

Is this an indicator that you're not comfortable with your asset allocation? Market timing is, in general, notoriously challenging (when is the right...

[srblanco7]

Just returned from a golf trip to Phoenix (Scottsdale). Waymo vehicles were ubiquitous. We used one to take a short trip to a restaurant. Was definitely...

[srblanco7]

Dips in the market can also be an opportune time to do Roth conversions....