All,
If you might come to the in-person meeting below, please reply to the thread, or DM/PM (direct-message/private-message) me.
October 5 (Sunday)
4:00 pm to 6:00 pm
Starbucks
4294 Lawrenceville Hwy, Tucker, GA 30084
Look for me. I will wear a fluorescent yellow T-shirt.
The meeting is informal. Below are some topics to think about before the meeting. We can discuss these or other topics.
Winston
If you might come to the in-person meeting below, please reply to the thread, or DM/PM (direct-message/private-message) me.
October 5 (Sunday)
4:00 pm to 6:00 pm
Starbucks
4294 Lawrenceville Hwy, Tucker, GA 30084
Look for me. I will wear a fluorescent yellow T-shirt.
The meeting is informal. Below are some topics to think about before the meeting. We can discuss these or other topics.
- How do I like to be frugal? Or splurge?
- What product or service do I pay for that is worth it? Not worth it?
- What are my goals before retirement? In retirement?
- What are my main investments? (Mutual funds, exchange-traded funds, bonds, real estate, cash, ...)
- What is my asset allocation?
- What percentages of my investments are in taxable accounts? Tax-deferred accounts? Roth accounts? After-tax accounts?
Winston
Statistics: Posted by winston_yang — Sun Sep 28, 2025 3:41 pm — Replies 156 — Views 88081