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Re: How are we doing at 35?

Marginal tax rate: 25%. Thanks for the link and explanation. I am learning slowly.
by Ghosh_Bogled
Sat Dec 22, 2012 5:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: How are we doing at 35?
Replies: 27
Views: 3689

Re: How are we doing at 35?

Thanks for explaining the IPS in simple terms. I can work along those lines. As for the taxable Vanguard account, I labeled it 'hers' for no particular reason. I started the Vanguard account because I got tired of waiting for my husband to take an interest in family finance, and we were basically st...
by Ghosh_Bogled
Sat Dec 22, 2012 1:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: How are we doing at 35?
Replies: 27
Views: 3689

Re: How are we doing at 35?

Thanks everyone, for the feedback. From what I see, this is what I need to do for now :- 1. Create an IPS (this seems daunting) 2. Max out my and his 401ks 3. Create Roth IRAs for the 2 of us The reason we have that much in cash reserves is because we were saving up for a down payment. Put down 100k...
by Ghosh_Bogled
Sat Dec 22, 2012 12:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: How are we doing at 35?
Replies: 27
Views: 3689

How are we doing at 35?

Cash reserve: 80K (40k in online ING Direct account, accumulating interest @ 0.75%) -- too much, I realize but we are diffident investors Debt: Mortgage (Financed 187000 @ 3.25% fixed rate for 15 yrs; 173K left to pay off; begun mortgage payments June 2012; targeting 13 mortgage payments in 12 month...
by Ghosh_Bogled
Thu Dec 20, 2012 6:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: How are we doing at 35?
Replies: 27
Views: 3689

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