welcome.My 64-year-old sister will be retiring from her FT job next year. She has about 500K saved for retirement. Talking about money (with me, anyway) makes her anxious. She is not a DIYer. We are both wondering if she would be a good candidate for Vanguard's PAS.
(Note: her main issues will be a couple of rollovers and occasionally selling shares for large purchases as her income between SS + a pension should cover her living expenses.)
Quality useful and targeted input specific to your older sister has to be based on comprhensive data and information which is "not here".
There can only be suggestions with assumptions and sprinkled along the thread as it evolves.
It would be helpful to others and yourself if you could "edit your original post using the pencil icon" (lst post) to include this information and format in this way:
VPAS Recommendation based on this: Portfolio Review Request
https://www.bogleheads.org/forum/viewt ... =1&t=6212
thanks.
j
Statistics: Posted by Sandtrap — Sun Sep 15, 2024 7:09 pm — Replies 9 — Views 281