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Old 07-01-2025, 10:24 AM
Nancy Rodriguez Nancy Rodriguez is offline
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Is the Vanguard breakdown still working for you in 2025, given market conditions & uncertainty this year?

Quote:
Originally Posted by petsetc View Post
I do my own investing mix.

My obligatory post to anyone seeking investment advice.

Take time to read Paul Merriman’s 3 FREE ebooks.
1. First-Time Investor
2. 101 Investment Decisions
3. Get Smart or Get Screwed (read this first!)

Found at paulmerriman.com

Also on his site are recommended portfolios for using Vanguard, Fidelity, T.Rowe Price or Schwab for DYI'ers. Much good info, ignore the puffery and sales pitches, remember, the info is free.

I use the Vanguard breakdown (403 Forbidden) and it has treated me kindly for 20 years.

If you do want to know too much about annuities, listen to Stan The Annuity Man® | Brutally Honest Facts About Annuities podcasts.

Podcast - Have Fun With Annuities(R)

Last recommendation is FIRECalc: A different kind of retirement calculator , a Monte Carlo simulation of your future.

FWIW
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