Investment Re-balancing – Part Two

Investment Re-balancing – Part Two

The process to consolidate my 403b took far longer than I had anticipated.  The funds from Plan sponsor 2 were finally released in early April.  I had provided them with a mailing address to send the proceeds, but requested that if a different address was 

Investment Re-balancing – Part One

Investment Re-balancing – Part One

As I hopefully get closer to being able to retire, I began taking a deeper look at where and how my retirement funds are invested. I have been with the same employer for 43 years and over that time period, the company has used different 

Applying for Social Security

Applying for Social Security

As I mentioned in my Reboot post in January, my husband decided to retire unexpectedly (“I quit my job today”) last October.  He was already on my health insurance so the major impact was going to be the loss of his income on the budget.