Search found 3 matches

by eyesonthefuture
Sat Oct 17, 2020 11:55 am
Forum: Personal Investments
Topic: Need some other eyes while life is in flux.
Replies: 14
Views: 2088

Re: Need some other eyes while life is in flux.

eyesonthefuture, surprised nobody had any comments about you not funding your Roth accounts. I know you are saving for house and going to have a baby, but realize Roth space is very precious. If you don't fund it in any given year, that opportunity is lost forever (you can't do double the contribut...
by eyesonthefuture
Fri Oct 16, 2020 5:53 pm
Forum: Personal Investments
Topic: Need some other eyes while life is in flux.
Replies: 14
Views: 2088

Re: Need some other eyes while life is in flux.

Welcome. Getting bonds via Wellington seems fine to me if bond-only funds are more expensive. What are the bond funds in your plan? Note that Wellington owns a lot of mega cap tech, so more growth funds (which are somewhat expensive) may be redundant. Also, "growth" and "value" ...
by eyesonthefuture
Fri Oct 16, 2020 4:46 pm
Forum: Personal Investments
Topic: Need some other eyes while life is in flux.
Replies: 14
Views: 2088

Need some other eyes while life is in flux.

Hello everyone! It's my first time posting here so I hope I've arranged everything correctly. We're getting ready here to have our first child, buy the first house and we recently noticed we have some sizeable assets that are starting to grow. Since college my main goal has been putting everything i...