Mid Career Savings Reallocation Strategy

Mid Career Savings Reallocation Strategy My wife and I are both 38, and we have a 2 year old and 2 month old. Here are our assets:

Asset Class Value

Brokerage & Vested RSU, after-tax value $680k

Retirement $585k

Cash $260k

No debt & we rent. We expect for the next 1-2 years to continue receiving RSUs at approximately $120k after tax/year. Our financial goals are eventually ...

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