Here is my milestones (not sharing a number sorry):
- finally had a comprehensive review of my finances with a professional (fee only). Confirmed we are in pretty good shape, in part due to our frugal living and retirement goals (still involves international travel, so not that frugal)
- Decided on a Retirement date, 10 years from now. Mortgage will be paid, etc... I can probably pull the plug earlier and might, but it's good to have a date in mind
- finally got a revocable trust fully established, my kids are too young to inherit my retirement funds at once.
- got Personal Liability Insurance Plan, gotta protect those growing assets
- Switched into slightly more conservative asset allocation, capturing some of tte gains of the past 2 decades. right now I'm more worried about having less than gaining more. (but I'm still at 60/40)
- consolidated several old 401(ks), bank accounts and brokerage accounts and really decrease the annual fees significantly (all in fund fees, not adviser fees)
- did more reading/refreshing about investing, etc... I am more than ever a fan of Index funds and I think I may be turning into a 3-fund Boglehead
- started tracking my money using the Personal Capital free tools, better visibility, also helped me refine how much I should put towards retirement vs other items
- learned more about social security and decided I want to take it at age 70, that decision helps putting a retirement plan together (the first decade of my retirement will be mostly sans SS)
- switched over to using my HSA as a triple-tax free investment vehicle, should have done that years ago, but can't change that.
- discovered FirCalc, the personal Capital Retirement planning tool etc... great for playing what is games even if history doesn't repeat iitself.
so yeah, quite the milestone.
