3 ms·
1. 30s 2. House mortgage 3. 401k, some money for emergency fund floating around in index funds 4. 200k+ 5. See 2. 6. My plan is just to secure minimal inco
by ActorNightly 4y ago
1. 30s
2. House mortgage
3. 401k, some money for emergency fund floating around in index funds
4. 200k+
5. See 2.
6. My plan is just to secure minimal income for free. I could live off of 30k a year if I have no other expenses.
7. Cash from a house sale.
8. 24%
- VikingIV 4y agoI believe what deadeye is suggesting here isn't necessarily that you need to share your answers, but that this is only an essential, introductory line of questions typically used when evaluating investment vehicles best suited to you — particularly when seeking qualified advice from a licensed professional. A lot of people end up in various depths of DIY wealth management before realizing they really don't know it all, and advisors dedicate years of their lives to licensing and continuing education on the matter. A large part of this is leveraging acceptable risk per-client/investor.
- mtmail 4y agohttps://old.reddit.com/r/personalfinance/ https://old.reddit.com/r/personalfinance/ might also be a good forum to ask the question anonymously.
- deadeye 4y agoAs it stands now, I'm still bound by my license and can't recommend anything. I assure you though, those are just the beginning of the relevant questions that need to be answered.