We are repaying our hefty $800,000 mortgage in 15-20 years through accelerated payments, increasing our bi-weekly payments and refinancing to lower rates.
Continue reading
Author: Ms. Loonie Journey
Target Date Funds in a company retirement plan
Instead of picking a Target Date Fund that lines up with your retirement date, pick one where the underlying equity/bond allocation fits with your goals.
Continue reading
Q1 2022: Financial Goals & Net Worth Update
I’m always excited to update our investment balances and track our net worth at the end of the quarter. It’s a nice milestone to see whether we’re meeting our financials goals.
Continue reading
All about Asset Allocation: Equity & Bond %
Asset allocation is identifying the right mix of stocks, bonds and other assets that balances (1) achieving your investment targets and (2) letting you sleep well at night.
Continue reading
Investment principles guide us through uncertainty
Write out your investment principles to guide your decisions in times of market uncertainty.
Continue reading