Value Averaging our way to Semi-Retire
Hello FIRE Community,
Over the past year and a half I have been on a journey to evaluate, plan and optimize my investment strategy. My goal is for my wife and I to transition from a work-a-day world to a semi-retired, self-employed lifestyle within 5 (now 4!) years. I am 1 year into my plan and wanted to get feedback from the community “pros” on my plan so far.
My story is probably similar to many in my demographic: I am a happily married 36 year old with 2 kids ages 4 and 8. I started both IRA and unqualified mutual fund investing (American Funds) through a family friend with Lincoln Financial in 1998 immediately after college (one point for starting early, minus one point for being in managed funds)! A couple years ago, I saw the light and have now made the switch to mostly DFA portfolio with some low-cost Vanguard index funds for 529’s and cash savings with a value averaging contribution plans.
From what I've seen, the group here is knowledgeable and not afraid to offer opinions - that's what I need! I'll post in the Young Dreamers section with details, and I look forward to contributing where I can.