![]() Member Directory/shiftsuper175607Member Since 7/18/2006
Basic Information
Additional Information
Actual First Name: shift
State of Residence: Texas
Age: born 1955
Marital Status: Married
Children: 2 sons, grown and on their own
Career: natural gas power plant operations 'til shutdown and church ministry
Career Highlight: getting laid off when nat.gas hit $12-14 in early 2000's
Retired? work part-time
Retirement year:thinking about it
If not retired, what year do you plan to? soon
Started Drawing Social Security at age: not yet
On a cold winter night you drink: hot chocolate
When the stock market drops 4% in a session you drink: water, coke, iced tea
Investment Style: Income Oriented
Portfolio Income Covers Living Expenses? it would, I plan for it to
Do you expect income to cover expenses until you die? Yes
Largest Holding: JE
Do you own annuities? No
Do you have life insurance? Yes, $100,000
Do you have Long Term Health Insurance? No
Favorite Investment Sector: one that makes money
Do you own tech stocks? Not at this time
Approximate number of individual holdings: 8-10
Do your owe taxes? I pay some taxes every year
Full Service Broker? Fidelity
Discount Broker: TD Ameritrade
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