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.
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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.
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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.
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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.
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Investment principles guide us through uncertainty
Write out your investment principles to guide your decisions in times of market uncertainty.
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