Decision Made – I Am Moving All Of Our Accounts To Vanguard

Yesterday, I mentioned that I was thinking about moving all of our retirement and education savings accounts to one brokerage, Vanguard.  Spurred on by this comment from reader Matt, I did a little more research, and I have decided to make the move. Vanguard offers enhanced services for customers who qualify.  Qualification for these services is based on total household…

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Investing, Retirement

Our Current Asset Allocation

Inspired by a recent article by Nickel, over at Five Cent Nickel, about his current asset allocation, I thought it might be a good time to take a look at our current asset allocation. Between us, my wife and I have five retirement accounts – two Roth IRAs, my 403(b), a SEP-IRA, and my wife’s pension. The calculations in this…

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