CCWaterBug

Helping mother develop an investment plan, single age 80 good health, ss + 2 pensions exceed expenses, assets currently 1.4ish mil, 1.8 with house.

0 debt, monthly expenses 3k income 4.5k not including RMDs.

400k cash(hysa,checking)

300k 401k conservative

200k Ira conservative

200k roth conservative

340 brokerage, fairly agressive with about 120k unrealized long term gains.

The plan is to move 200k to brokerage and pick some investments. I see no need to be too conservative but still use a bucket style approach that leans on a combo of funds and individual stocks to hold onto for inheritance and step up basis.

40k utilities,defensive 30k tech, 60k growth, international 50

Birthday gathering, 10 people, previously we've done Capones, Fords, and a handful of others, all decent but nothing earth shattering.

Toss me some suggestions please... preferably somewhat moderate on prices.

So my brother was at a farmers market in the country and asked if I needed anything.

I mentioned that I needed tomatoes for my red sauce plans. 2-5 pounds if they looked good. Apparently he misunderstood,a 25lb box was dropped off.

I'm currently simmering two vats of sauce for spaghetti and cabbage rolls, also stuffing 4 big ones with tuna for melts, but I still have 12 pounds left.

Suggestions for other ways to make something delicious out of this?

What other tomato based sauces would you suggest?

Preferably something I can make and freeze.

My Bosch finally died and my backup was an older dewalt that really isn't doing the job.

I really only need this to drop some concrete anchors into stucco/cinder block.

Should I consider HF options or go with plan B of finding a good used Bosch on marketplace, because I'll admit, my old Bosch was a beast, it was like drilling into butter.

Had an opportunity to head up there earlier in the week, had dinner and did a walk around the property.

They did a really nice job, worth stopping by & checking out next time your heading up towards Charlotte County.