🏘️
Last updated by mahmoud
henry-second-home
Inspired by this /r/personalfinance post
"We're a DINK, maybe kids in a couple of years, but currently pretty comfortable. Will we still feel comfortable? Looking to buy in Florida."
Space Summary
Assets (11)
$800k
Real Estate:
16%Retirement:
36%Stock:
12%Cash:
36%Debt (5)
-$300k
Installment:
100%Income
Active:
100%Expenses
Essential:
100%Net worth
$500k
Total assets minus liabilities
Gains
'26-'27, estimated
Losses
'26-'27, estimated
Credit utilization
0%
Credit used vs available
Minimum runway
10+ years
Based on expense estimate
Created
| My job | Job | $0 | $180k | |
| Card | Credit Card | $0 | $0 | |
| Primary residence | USA Real Estate | $80,000 | $0 | |
Fixed-Rate Mortgage | -$300,000 | $0 | ||
| Shopping | Recurring Expense | $0 | -$3k | |
| Food | Recurring Expense | $0 | -$8k | |
| Cash and short term treasuries | Cash | $180,000 | $0 | |
| SO 401k | Retirement Account | $80,000 | $6k | |
| Stocks | Brokerage Account | $60,000 | $4.4k | |
| Personal 401k | Retirement Account | $100,000 | $7k | |
| SO job | Job | $0 | $70k | |
| Total | $500,000 | $256k |