planning our retirement

We met up with our financial advisor today. Though most of our money is held separately, we have an investment account in our joint names. Actually it’s 2 accounts, one lumpsum and the other a monthly savings plan.

It’s grown, and we have a neat and tidy sum there. It was all her idea and I just latched on, so I’m glad she thought about it.

We’re going to open another one, to house the GBP I have sitting as cash in my account for so many years, not earning much. It’ll be spread between one fund is invested in college campus accommodations and another fund that’s a hedge of hedges.

I still don’t know what to do with my bonus. I want to buy more CHF but it’s dreadfully expensive, so is EUR and GBP. It’s frustrating when the dollar is so weak. With interest rates still low it doesn’t make sense to repay my mortgage. I have to do more research, but I know that I’ll just end up relying on her ideas.