I started this blog today probably because I'm knee-deep in rebalancing our retirement accounts. I tried to wait until Christmas, but I got so excited I just couldn't stand it.
The goal of rebalancing this year is to move Husband's money from 100% in Freedom Fidelity 2040 to some better performing funds with higher Morningstar ratings.
My Roth IRA:
Vanguard Mid-Cap 100%
My 401K:
Lord Abbett Small Cap 30%
Fidelity International 35%
Vanguard Wellington 35%
Husband Roth IRA:
coming . . .
Husband 401k:
Fidelity Growth (Large Cap) 30%
WFA C&B MIDCAP VAL D 30%
RS Partners A (Small Cap) 30%
Fidelity US Bond Index 10%
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