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…
Tag: Investing
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…