Summer \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Hiroshima Moon<\/p>\n
Back from visiting our money at Bond and Devick. \u00a0Turns out the corpus breathes. \u00a0RJ Devick, the owner now of a firm started by Kate’s friend, Penny Bond, is a sharp guy with a keen understanding of finance and politics, a necessary union of skills.<\/p>\n
We have our money in a largely conservative portfolio, one aimed at doing a little better when the market goes up and not so bad when the market goes down. \u00a0We’re trying to stay within 4% as our drawdown, so that plus pension (mine) and social security (both of us) represents our income stream. \u00a0 We have some savings outside of the IRA, but the amount is small compared to the IRA.<\/p>\n
Managing this money towards our retirement has required and requires our mutual attention. \u00a0We got a lot better at all of this about ten years ago, when we had a rude, unpleasant episode with a pre-collapse (of the US economy) debt load. \u00a0The message got through however and now we are fine in retirement. \u00a0Not fat, but not needy either.<\/p>\n
Our situation is so much more fortunate than many of our contemporaries who will head into the post-retirement world with little savings.<\/p>\n","protected":false},"excerpt":{"rendered":"
Summer \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Hiroshima Moon Back from visiting our money at Bond and Devick. \u00a0Turns out the corpus breathes. \u00a0RJ Devick, the owner now of … Continue reading An Annual Visit to our Money<\/span>