2) I'm fairly literate financially but need more depth and breadth.
3) Revocable trust and wills are in the works.
4) Asked friends for recommendations, agreed!
5) Agree. I've told one person (outside of work folks who are in the same situation) and that was a mistake.
6) Spouse is fully informed and has delegated all decisions to me. Oooof.
7) Good advice re: expected safe return!
8) Agree investing in simple things. Investing in America or the World with a diversified portfolio makes sense.
9) agree with diversification and risk tolerance as a function of dynamic market.
10) Real estate seems fun but not really - too many societal changes and troublesome renters.
Good point that you 'can't take it it with you' - interesting to see that as an actual issue to deal with.
Great input - thanks!