Hubby and I both retired. We have some $$ in Ed Jones and I’m tired of paying their fees. We don’t currently need to use the funds and hopefully won’t ever need to. But I’d like to move them somewhere self managed. We also have Vaguard total bond and total stock funds. The only reason we should needs these are for travel or fun or if my husband passes prior to me and I lose his military retirement.
Any suggestions on where to put it that’s a good mix but fairly conservative since we are already retired.
Hubby is 66 I’m 60. Thanks for any and all suggestions. We currently have a mix of old 401k’s a small Roth and IRA’s. We would be moving about 750k.