wife

Q. My wife and I are recently retired and have a portfolio of about $2 million in dividend paying stocks, pipelines, utilities and some exchange-traded funds (ETFs) tracking Canadian and…

“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”

“She was a teacher at a school district, so didn’t put much into Social Security.”

“Right now, we’re withdrawing about $100,000 a year from our investments.”

“I met with a financial representative who was not aware that AT&T was the shortened form of American Telephone and Telegraph.”

“If you find a need in your community, there’s likely an organization that will help you get involved.”

“Our net worth is about $4 million, and we are both 60.”

Since 2009, I’ve been writing about all the ups and downs of my financial independence journey, the good and the bad. What I can clearly say is that who you…

“She is an old-school farm girl who inherited all her money and wants to pass it down to her children.”

“I have never been married, have no siblings, and both my parents have passed away.”