LisaMA’s Activity

Fri Oct 12

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 4:15 PM

Thu Oct 11

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 10:15 AM

Tue Oct 2

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 4:30 PM

Stock Advisor Boards Post

LisaMA posted to the Stock Advisor boards. 3:22 PM

Wed Sep 26

Premium Commons Boards Post

LisaMA replied to the Premium Commons boards. 9:47 PM

Fri Sep 14

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 10:22 AM

NL

Boards Post

LisaMA replied to the Retirement Investing board. 10:15 AM

Re: Advice for sister-in-law

If the poster's SIL is overwhelmed by it all, and the OP doesn't want to manage her account, maybe OP would be willing just to set it up for her (with the various suggestions) and then back out again. Seems like that would be easy to [more]

Thu Sep 13

NL

Boards Post

LisaMA replied to the Dividend Growth Investing board. 10:01 AM

Re: Income vs. Dividend Growth "T"

I once started a thread on stocks I wouldn't buy, including tobacco and guns. Never owed either. There are other companies I don't want to be a part of, for political reasons, including GLBT issues. Environmental issues, too. I own a number [more]

Fri Sep 7

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 10:56 AM

Tue Sep 4

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 4:48 PM

Fri Aug 24

NL

Boards Post

LisaMA replied to the Dividend Growth Investing board. 10:07 PM

Re: DRIPs vs. Manual Reinvestment Preference...

I have also done a combination of what people have said already.

But I was wondering, while you were out of work, did you use down your emergency fund? The first thing I would do is not reinvest and pull the fund back up.

At this [more]

Wed Aug 22

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 3:19 PM

Sat Aug 4

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 8:18 PM

Fri Jul 20

NL

Boards Post

LisaMA replied to the Retirement Investing board. 12:29 PM

Re: Soon to retire question

Responding to AJ's post, once J goes to PT, there will be no more 403b contributions. We've been maxing out roth IRAs for years (and have already for this year). We can continue to do that (assuming she makes more than 13K next year), and [more]

NL

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LisaMA replied to the Retirement Investing board. 12:09 PM

Re: Soon to retire question

Chuck, you are right, we do have a pretty large next egg! We don't spend much, we save, and I got a strong inheritance! I didn't mention in this thread, though I have before, that Jan has a pension we are already taking, which includes health [more]

Thu Jul 19

NL

Boards Post

LisaMA replied to the Retirement Investing board. 10:05 PM

Re: Soon to retire question

I think the flip side of question is from which account do we take the 2% we are needing to withdraw for living.

Or, is Jan, my wife, putting this money in her 403b for three months, only for us to then withdraw it for living.

Why [more]

NL

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LisaMA replied to the Retirement Investing board. 2:56 PM

Re: Soon to retire question

Telegraph, yes we can afford to retire. We can withdraw 2% from our portfolio and have enough $$. (SS is being left to grow.) There is no match on the 403b, just an automatic contribution from her employee. I am 56. The two years savings is to be [more]

NL

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LisaMA posted to the Retirement Investing board. 2:28 PM

Soon to retire question

I don't work and my wife will be "retiring" in November. She will still be working, but is going from 40 hrs a week to 10-15 hours. This is great, actually, to have this bit of money coming in. And because she will be working from home, [more]

Wed Jul 18

NL

Boards Post

LisaMA replied to the Retirement Investing board. 1:12 PM

Re: Financial Planner Won't Buy a Home

<<On the other hand, based on the link https://beyondyourhammock.com/financial-planning-in-boston/ at the end of the article, the author appears to live in the Cambridge [more]

Fri Jul 6

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 3:40 PM

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