Emergency Funds: fine.
Debt: good.
Asset Allocation: fine. If you decide to further diversify with International at some point...current guidance is no less than 20% and more more than 40%.
Portfolio Setup: Reasonably simple. I am not an advocate for tilting, but plenty do it.
Annual Expenses:
* How much are your current annual expenses (everything...including taxes). Best guesstimate.
* How much income do you need / want when you are no longer working? Everything...best guesstimate.
This information is critical to help determine how close / far you are from your financial goals.
For your interest:
How to Harness the Flowing Nature of Withdrawal Rate Math
https://portfoliocharts.com/2024/03/15/ ... rate-math/
HSA Available to you? Decided not to or ?
Over 50 Catch Up Contributions Contributing?
Kudos. Everything seems reasonably ok.
Debt: good.
Asset Allocation: fine. If you decide to further diversify with International at some point...current guidance is no less than 20% and more more than 40%.
Portfolio Setup: Reasonably simple. I am not an advocate for tilting, but plenty do it.
Annual Expenses:
* How much are your current annual expenses (everything...including taxes). Best guesstimate.
* How much income do you need / want when you are no longer working? Everything...best guesstimate.
This information is critical to help determine how close / far you are from your financial goals.
For your interest:
How to Harness the Flowing Nature of Withdrawal Rate Math
https://portfoliocharts.com/2024/03/15/ ... rate-math/
HSA Available to you? Decided not to or ?
Over 50 Catch Up Contributions Contributing?
Kudos. Everything seems reasonably ok.
Statistics: Posted by invest4 — Sat Nov 02, 2024 1:19 am