Re: ⏰Noelle, Take Time For A Midyear Retirement Account Check-In (fwd)

[robert <http://dummy.us.eu.org/robert>]

Looks like you will be spending about $2000 more this year than the below
average.  I.e., you will have slightly exceeded your usual spending rate.
(This figure includes the aggregated cost of your car, which we have
assumed you need to replace about every 10 years.)

 > From: robert <http://dummy.us.eu.org/robert>
 > Date: Wed, 11 Sep 2024 19:40:56 -0700
 >
 > Just FYI: you spend $30490.84 per year, on average.
 > 
 > My appointment is Thu Sep 19 at 2pm.  Would you want to come?  We can then
 > talk about rolling over your retirement accounts to Fidelity, which should
 > make analysis easier.
 > 
 > I guess we'd need to share a Fidelity account in that case -- sorta like
 > what your dad and Gail do with Morgan Stanley.
 > 
 > The trip there is easy via light rail.