OK, how many started humming the OJ’s tune to the title. (Not the drink or killer kidnaper.)
We just spent 1-1/2 hours with our financial advisor, as it were. That is the person that handles our IRA, 529, etc type accounts. The focus was transferring Rey’s leftovers to Ashlan and then figuring out a strategy for covering the part of Ashlan that we are projected to not have covered yet. A transfer here (loss due to current market may help at tax time), little more deposited there … we’ll check again in a few months. The dollar is stronger in Canada and the 529 accounts are stable and retirement is still fairly far away so, wait it out and vote in November.
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