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  • #16
    Originally posted by Kennyt7 View Post
    CANNOT convince her to learn this stuff I will find her a FEE BASED hourly advisor eventually
    Write out a 3 fund portfolio with the percentage allocations. Rebalance one per year. KISS. You could even use a 2 fund portfolio, Stocks and Bonds 60/40.
    There is no reason to tilt or for her to use anything more complicated. She can get phone assistance when she needs to make a withdrawal. Fidelity and Vanguard assist. She is 90% there and saves the fee. She likely will do just fine with 6th grade math.

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    • #17
      Might as well move everything to Vanguard Balanced Index Fund (VBIAX) while you’re still alive. Then you can leave your spouse very simple instructions:
      ”Please don’t spend it all before you die so you don’t have to live under a bridge.”

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