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fitting puzzle pieces

January 15th, 2008 at 04:56 am

Saving log - $2 tip box
Spending log - $1.19 coffee

Many freebees. Got cash for the sandwich, enough to do the footlong drill (buy a footlong sub, eat 1/2 one day, other 1/2 the next), got a free coffee from the financial planner, who I had a meeting with this morning. I have to do a bit of research comparing Vanguard with Schwab, especially figuring out fees when I rebalance. I suspect Vanguard will pass with flying colors, but you never know.

The issue is that my portfolio was fine before the serious influx of inheritance money. Now everything has to be re-jiggered to get the appropriate % to the now much larger total.

The plan is to take all but 180K of cash/cash equivalents (180K should be enough for a 50-60% down payment of a Seattle house in my neighborhood in about 3 yrs, a bit of emergency, along with some payments to sister for farmette), put them in a moderately aggressive portfolio. Each account that can't be rolled over into Vanguard - 403B, IRA, Roth IRA, should contain 1 or 2 different accounts to make it simple to determine whether one asset or fund is doing fantastically well or bad.

Emailed the Amerprise guy. Yes, the box of checks we gave you - use 'em. At the very end, to scrape up the little bits of interest, I need to email him to get the paperwork to completely close the account.

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