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 ...