geoffblinks
Dryer sheet wannabe
- Joined
- Mar 11, 2016
- Messages
- 14
I would like to share my financial situation with you in hopes that you can help me evaluate and formulate a solid investment strategy.
Here are my current holdings:
I have one rental property out of state worth $315K conservatively with a $180K balance on 1st and $9K balance on HELOC.
Wife and I are about 35 yrs in age. We have very little debt.
I'd like to know: Am I on track for retirement? What, if any, additional investments could I make that would be financially responsible or should I just keep saving?
Thanks!
Here are my current holdings:
- $28K in Money Market Savings
- $13K Roth IRA $10K in Wealthfront (90% stock / 10% bonds)
- $3.5K in Betterment (90% stock / 10% bonds)
- $2.5K in Acorns.com (90% stock / 10% bonds)
- $46K in Fidelity Rollover IRA - Me
- $20K in Fidelity IRA - Wife
- No debt. I make about $150-175K yr
I have one rental property out of state worth $315K conservatively with a $180K balance on 1st and $9K balance on HELOC.
Wife and I are about 35 yrs in age. We have very little debt.
I'd like to know: Am I on track for retirement? What, if any, additional investments could I make that would be financially responsible or should I just keep saving?
Thanks!
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