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Last updated by mahmoud 2 months ago

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

$249k/y

Active:

$249k

Expenses

$37k/y

Essential:

$37k

Net worth

$500k

Total assets minus liabilities

Gains

$267k/y

'25-'26, estimated

Losses

$0/y

'25-'26, estimated

Credit utilization

Credit used vs available

Minimum runway

10+ years

Based on expense estimate

Created 2 months ago

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Holdings


My job	Job	$0	$180k	2 months ago
Card	Credit Card	$0	$0	2 months ago
Primary residence	USA Real Estate	$80,000	$0	2 months ago
	Fixed-Rate Mortgage	-$300,000	$0	2 months ago
Shopping	Recurring Expense	$0	-$3k	2 months ago
Food	Recurring Expense	$0	-$8k	2 months ago
Cash and short term treasuries	Cash	$180,000	$0	2 months ago
SO 401k	Retirement Account	$80,000	$6k	2 months ago
Stocks	Brokerage Account	$60,000	$4.4k	2 months ago
Personal 401k	Retirement Account	$100,000	$15.5k	2 months ago
SO job	Job	$0	$70k	2 months ago