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Thank you! This is quite good detail. I especially appreciate that you told me what you did - versus what I should do :-) Insurance is maxed out. Agree that
by ThrowHitJackpot 7y ago
Thank you! This is quite good detail. I especially appreciate that you told me what you did - versus what I should do :-)
Insurance is maxed out. Agree that putting tax money in super safe savings method is good.
Got an accountant, not sure it's the right one but not a bad one.
Working on trust and all associated works.
Interviewing various RIAs. Not sure about DAF - I get it but may wait to donate money.
Great book recommendations!
The only question I have for you and others is - what about diversifying? Details on my 'wealth increase' is that company illiquid stock turned into liquid stock; so did you focus on diversifying or patience?