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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

'25-'26, estimated

Losses

'25-'26, estimated

Credit utilization

0%

Credit used vs available

Minimum runway

10+ years

Based on expense estimate

Created

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Rent vs buy

Rent vs Buy

$2.7k
Mortgage payment per month
Weak Buy
Recommendation
7.3%
Savings rate
$36.5k
Buy savings

Holdings
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
$15.5k
SO job
Job
$0
$70k
Total
$500,000
$264k