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New Boglehead needs help with a plan

Emergency funds: Three months One income: $120k, spouse, 3 kids: Debt: car loans -14k 1.49%; mortgage 3.75% $2700 month fixed 30 years Tax Filing Status: Married Filing Jointly, Tax Rate: 25% Federal, 10% State State of Residence: IL Age: 41 Desired Asset allocation: 80% stocks / 20% bonds Desired I...
by opjam
Wed Feb 13, 2013 8:08 am
 
Forum: Investing - Help with Personal Investments
Topic: New Boglehead needs help with a plan
Replies: 4
Views: 459

Re: New Boglehead New Help with 401k Rollover [Portfolio]

Hi all, thanks for the reply. I found the "getting started" section and realized I needed to give you more info so here it is: (thanks so much in advance) Emergency funds: Three months One income: $120k, great wife/mother home manager, 3 kids: Debt: car loans -14k 1.49%; mortgage 3.75% $27...
by opjam
Wed Feb 13, 2013 12:36 am
 
Forum: Investing - Help with Personal Investments
Topic: New Boglehead New Help with 401k Rollover [Portfolio]
Replies: 4
Views: 297

New Boglehead New Help with 401k Rollover [Portfolio]

I am a new Boglehead and needed some help with Vanguard Admiral fund selection for a 401k Rollover to Vanguard. Right now I have the rollover in the money market fund but I wanted to allocate 80 Stocks, 15 bonds and 5 cash eqv (open to suggestions here as well - 41 years old). I am looking at Admira...
by opjam
Tue Feb 12, 2013 9:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: New Boglehead New Help with 401k Rollover [Portfolio]
Replies: 4
Views: 297

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