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Financial and personal updates

July 26th, 2016 at 06:14 am

Hi all

I am contacting my accountant and the Mutual Fund store guy to see if I can reverse out of 'having him manage' my money for 1.5%. I do like the Vanguard 3 fund model and ahve been doing ok with that. Anyway. nothing major new on the rental front. all smooth (which is nice)

No word (at all) on that guy who moved out. I still feel sad.. actually it is sortof getting worse.. Today is his birthday. I know there were issues but to be sortof left with no word makes me feel very bad. I actually came back here yesterday and to some other notes I kept to remind myself of the issues we were having..I have joined a few hiking groups (which are really fun) been catching up with stuff around the house and with me and am contemplating joining the Y for their classes which sounds really fun and I do not have to sign a long term contract so ok to just try it out

About it for now.

I need a new exciting goal or exciting stuff in my life to get my mind off of this personal situation

5 Responses to “Financial and personal updates”

  1. AnotherReader Says:

    If this money is in taxable accounts, most of the tax damage was done when you sold your Vanguard funds and bought these funds. If you sold these funds and moved back to Vanguard, you would only owe tax on any short term gains in these funds. If the money was in IRA's, no harm done except whatever fees and commissions the MFS charged you.

    If your accountant recommended this investment, you need another accountant...

  2. Rachael777 Says:

    It was in taxable accounts and my accountant did not recommend this. actually he was not consulted. it was semi spur of hte moment.. live and learn. I DO believe they were sold at a loss but will check statements etc. Thanks for your feedback

  3. Kevin Bacon Says:

    Thank you for sharing useful information with us.

  4. Jenn Says:

    Be glad that the x-guy isn't contacting you. You need to move forward and the clean break makes it easier to do that. Great idea to find new activities that are good for you!

  5. LivingAlmostLarge Says:

    Feel better soon. Keep on trucking forward! I feel the same way. Life seems very crazy right now.

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